You can add Customers to a RoomSketcher Pro account. This allows you to:
- Set up customer Floor Plan Profiles (such as colors, room names/sizes and more) so that you stay consistent with customer guidelines and preferences.
- Set up customer Letterhead (a logo or disclaimer that prints along with any floor plan).
This article contains the following topics:
- Enable Your Account for Multiple Customers
- Add a Customer to Your Account
- Set up a Floor Plan Profile
- Set up Letterhead
- Assign Projects to Customers
Enable Your Account for Multiple Customers
Your RoomSketcher Pro account must be set up to support multiple customers.
- Send an email to firstname.lastname@example.org and request that the account is enabled for multiple customers.
- You will receive a reply when your account is enabled.
Add a Customer to Your Account
Once you receive the email that multiple customer support has been enabled, you are ready to add one or more customers.
- Sign In to your RoomSketcher Pro account at www.roomsketcher.com.
- On the Account page, click More and then Edit Customers.
Tip: If you do not see the Edit Customers menu item, it is because Multi-Customer support has not yet been set up. See the previous section for information on how to get it set up.
- The Customers tab appears. On the right-side, click New Customer.
- The New Customer page appears.
- In Customer Name, type a descriptive name for your customer.
- For Profile, click RoomSketcher Default. This will allow you to edit the profile if desired to choose consistent floor plan settings for this customer.
- For Premium Products, click the checkbox next to any products you will ALWAYS order for this customer. Often this is 2D Floor Plans and 3D Floor Plans.
Tip: If you aren’t sure, click 2D Floor Plans and you can add other products later.
- Click OK.
Set up a Floor Plan Profile
If your customer has certain standards for the look of their floor plans, you can create a Floor Plan Profile for them. It may include:
- Using brand colors when the floor plan is drawn.
- Metric vs imperial measurements on room sizes.
- Font sizes for room names.
- Whether furniture should appear on floor plans.
- And much more...
To Create a Floor Plan Profile
- Once you have added a customer, you will see them listed on the Customers page (if you are not already on the page from the above steps, click Account > More > Edit Customers):
- To the far right of the customer name, click the down arrow under Menu, and click Edit Profile.
- The Profile Setup tabs appear.
For detailed information on the various settings on each tab, see:
- Important - when you are done on each tab, before you move to the next tab, click Apply.
- When your Floor Plan Profile is completely set up, click OK.
Set up Letterhead
If you want to print standard items (such as a logo or disclaimer text) on the page along with the floor plan, set up Letterhead for the customer.
To add a Customer Logo to the Letterhead
- On the Customers page, click the customer name.
- The Customer Setup tabs appear:
- Click the Logos tab.
Tip: If you need more detailed steps on adding a logo, see the Add Your Company Logo section of the article Customize Letterhead.
To set up Customer Letterhead
Next, define where the logo and any custom text will appear when you print floor plans.
- On the Customer Setup tabs, click the Letterhead tab.
- Click Create Letterhead. For detailed instructions on how to set up Letterhead, see: Customize Letterhead.
Assign Projects to Specific Customers
When you assign a project to a customer, it will use the customer’s Profile and Letterhead settings.
To Assign a Project to a Customer
- From your RoomSketcher Web Account page, click Projects.
- Click the project. The Project Dashboard appears.
- Click Project Properties.
- The Properties tab appears. Press the arrow next to Customer.
- Choose the Customer, click Apply and then click Close.