Carport Dealer - Essentials

High Level Summary
Description	A comprehensive 3D sales engine for the design, price, & purchase of carports online.
Key Definitions	✅ Customer is a dealer of an IdeaRoom-supported supplier.
	✅ Customer has only 1 supplier.
	✅ Customer wishes to utilize supplier's pricing & product line within his/her own branded site & unique domain.
	✅ Customer's site customizations can be limited to logo, contact phone number & email, brand color scheme, deposit amount, & lead capture forms.
	✅ Customer wants leads to route directly to their business, with access to a back-end leads management system & analytics that are not owned by the supplier.
	✅ Customer would like dealer network support for 10 or less dealers
	✅ Customer site can be implemented in < 2 hours
NOT Included A customer will require an advanced subscription with a potentially higher set up and monthly cost if they require any of the following:	❌ Customer wants to add an option, change a business rule, or update a price within a 3D designer. Products and pricing data are solely created by and inherited from the supplier.
	❌ Customer requires implementation credits. The dealer service includes 0 implementation credits per quarter.
	❌ Customer has more than 1 supplier. Essentials only supports 1 supplier.
	❌ Customer requires an additional branded site or dealer network support. Both add-ons not available with Essentials service.
	❌ Customer requires an integration(s) beyond those currently supported by IdeaRoom. Supported integrations include Zapier, Zip Tax, Shed Suite, RTON DMS, CAL or Hubspot.
	❌ API / Webhook Access Add-on not available with Essentials service.

Included Features
Configured IdeaRoom 3D Site	Mobile-enabled, modern UI layout including Save to Wish List option & scene backgrounds.
	Access to SalesView, IdeaRoom’s administrative console.
	Ability to apply & make edits to customer’s branding within IdeaRoom site, including watermarks.
	Design emails sent by IdeaRoom on your behalf (DKIM & DMARC configuration, if required).
	Redirect upon quote submit (optional).
	Unique configured subdomain URL.
ℹ️ Your website administrator must make DNS entries for your personalized URL. This is required during your implementation phase or your subscription will begin with a system-generated URL that is not mapped to your domain.
Service Areas IdeaRoom can enforce service areas by requesting a ZIP code or state before the customer can design their building. The following service area options are supported:	No restrictions. Customers can design a building without a state or zip code.
	State or zip code boundaries, inherited from the supplier. Customer may not deviate from supplier region.
ℹ️ IdeaRoom is able to support multiple supplier datasets that can be accessed by region, however this feature is not included in Essentials.
Design Estimates & Quotes	Automated emails that include the following:
	Customer information
	Design details
	Pricing estimates
	Building images
	2D floor plans with measurements
	Three email format options (Summary, Invoice in Email, or Invoice as Attached PDF)
ℹ️ IdeaRoom Invoice Format is the default format viewed by the end customer. If your supplier has a custom invoice format, you can use the supplier print button behind the sales tool login for printing, downloads & sending a quote to the manufacturer in their desired format. THE END CUSTOMER WILL NOT SEE THE SUPPLIER FORMAT. This is because we cannot override the supplier's branding within their custom invoice format. Similarly, you can edit T&C in IdeaRoom standard invoice formats. You CANNOT edit T&C in supplier-specific invoice formats. Use the same workaround as above... customers get IdeaRoom standards, you submit to supplier behind the scenes.
Sales Features	In-app purchases via IdeaRoom checkout (coming soon)
	Access to Sales Tools entire internal team
	Configurator Analytics within SalesView
	Ad Tracking via Google Analytics, Facebook Pixel & UTM Parameters
Integrations Data can be passed from IdeaRoom 3D configurators to the following external systems via standardized implementations. * - Require an additional one-time implementation fee. ^ - Require an additional ongoing subscription fee.	Zapier*
	Shed Suite*
	RTO National DMS*
	Hubspot*
	CAL*
	Google Analytics and Facebook Pixel
	Ad tracking parameters
	ZipTax^
ℹ️ Completion of IdeaRoom 3D configurators will be independent of the status of a required integration. Supported integrations must follow a standardized implementation. Deviations from the IdeaRoom-supported process may result in an additional implementation fee and/or additional ongoing subscription fee.
Support	Access to the IdeaRoom Support Portal.
Support	One named contact from your company to submit and manage support communications.
ℹ️ Our US-based support team will promptly address issues and updates to your service defined above. IdeaRoom’s Dealer service does not allow for changes to business rules, additional options, or price updates within the 3D designer. Products and pricing data are solely created by and inherited from the supplier.

ESSENTIALS for Carport Dealers

The documentation below provides a detailed summary of features & capabilities that are included in the Essentials subscription level for Carport Dealers. Please refer to the Plus package for upgrade opportunities.

High Level Summary

Included Features