Specifi | Knowledge base | Client Mode | AV | How to

Adding a New Room in Client Mode

When in Client Mode, to add a new room to a floor:
  1. Go to the correct floor where you want to add a room to - you can change floor by clicking the 'Change Floor' icon on the top right
  2. This will then open a menu along the bottom showing all of the floors in your proposal/project
  3. Select the correct floor
  4. When in the correct floor, click the 'New Room' icon on the top right


  1. This will open a form where you can add the room type, name, distance from rack and other details

  1. Once you have added in the information, click 'Create Room' 
  2. Your room will now appear in your proposal/project and you can start adding products to it.

    • Related Articles

    • Adding Products within Client Mode

      To access Client Mode, go to the 'Proposals and Projects' tab and click into the project you want to work on with your client Click on the Client Mode tab to open up the project/proposal in Client Mode This will open a new window, showing your ...

    • Adding a New Floor in Client Mode

      When in Client Mode, to add a new floor: Click on the 'Change Floor' icon on the top right This will then open a menu along the bottom showing all of the floors in your proposal/project Click on the button 'Add Floor' A window will open where you can ...

    • Adding Products to a Proposal

      To add products to a proposal, Go to the ‘Proposals’ tab within ‘Proposals and Projects’ on the left hand menu On this page you will be able to see all of the proposals that you have created, click into the one you want to edit/view Once you are in ...

    • Adding a Task

      After you have configured your Task Stages, you can start adding tasks.  Within the CRM section, click on 'Tasks' This will open your Tasks page, to add a new task click '+Add Task' A new window will open and you can enter details about the task such ...

    • Sending Proposal to Client

      - Once you are happy with your proposal, click the 'save' button at the top right - Then click the 'Send to Customer' button - A window will open that gives you the option to send the quote directly to your customer, or to copy a link which you can ...