Recurring Implementation Credits ("Credits") Explained
- Rebecca Whitney
- Eric Haugen
This article describes the Recurring Implementation Credit system at Idearoom. Recurring Implementation Credits are used to make routine updates and changes (“recurring implementation”) to your IdeaRoom 3D designer. Each supplier subscription level accrues a certain number of credits per quarter. In the rare event that you need more credits, you can purchase more by contacting our customer support team (see How can I contact Customer Support? below).
What kind of customer service request uses credits?
It is important to note that not all customer service requests use credits. Requests generally fall into two categories: Support and Implementation. Support is needed when something is broken on your site. Problems of this nature (“Support Requests”) will be addressed promptly, and the work required to fix these is always included in your subscription and does not require recurring implementation credits.
Examples of support requests:
I can’t log into Salesview
My design won’t load
There is an error message when I try to submit a quote
(General questions about your subscription or service would also fall into this category.)
Most other changes that require an update or addition to the data on your site fall under Recurring Implementation.
Examples of recurring implementation requests:
I need to update the pricing on my site
I’d like to add some new doors
I’d like to add a new style
I need to change the appearance of a style or component
Recurring Implementation requests are covered by Recurring Implementation Credits (“Credits”). Each subscription level with IdeaRoom includes a certain number of credits that accrue monthly (see How many credits do I get? below).
Can I make any updates myself without using credits?
Absolutely! Some changes, especially pricing changes, you can do yourself without using any recurring implementation credits. We are actively working to expand these self-service options in Salesview and currently provide self-service base pricing updates and temporary pricing updates such as surcharges and discounts. We also provide component pricing as a Beta release. For more information on how to make these updates please visit the following documentation hub: How to Update Your Pricing with Salesview. If you have any additional questions about this, please contact our customer service team.
What exactly is a “credit,” and how does it work?
Recurring Implementation Credits (“Credits”) represent an allocation of work to make routine changes to the products, pricing, options, and business logic that support your 3D designer. Each of our supplier service levels (Essentials, Plus, and Premium) is designed to include enough credits to cover regular edits and updates across time. Dealer subscriptions do not include credits since they inherit products and pricing from their supplier(s). In the event that you require updates that exceed the number of accrued recurring implementation credits, you may purchase an additional package of credits for one-time work (see What if I need more credits? below).
How many credits do I get?
Each supplier service level (Essentials, Plus, and Premium) is designed to include enough credits to cover routine edits and updates across time. The following table lists the number of credits included at each service level.
| Credits Accruing per Month | Credits Accruing per Quarter |
|---|---|---|
Essentials | 2 | 6 |
Plus | 4 | 12 |
Premium | 8 | 24 |
Credits accrue monthly for up to 12 months. For example:
Atomic Sheds went live with an Essentials subscription in March 2024 and immediately received 2 recurring implementation credits. In April 2024 they received another 2, which brought their total to 4. If they did not submit any recurring implementation requests for a full year, by March 2025 they would accrue a total of 24, after which the credits would stop accruing and the balance would remain at 24 until used. Thus, in June 2025, they would still have 24, assuming they had not used any credits during this time.
How do I know how many credits my request will take?
To help with estimating the size of a requested update on your site, we’ve included some examples below of 1, 2, 4, and 8 credit requests. Please note that this is not a comprehensive list and that your specific request may fall outside the examples listed below.
When you request a change to your data, your implementation manager will estimate the number of credits needed and let you know if you do not have enough credits to complete the request. If your request exceeds your recurring implementation credit balance, you will have the option of either waiting until you accrue enough credits to complete the work or purchasing additional credits.
What if I need more credits?
You have two options if your implementation request exceeds your recurring implementation credit balance. Since credits accrue monthly (see How many credits do I get? above), you can wait until you accrue enough credits to cover the request. If you would like to make the change immediately, you may purchase additional credits at $100 per credit. When you reach out to us, we will provide you with a link where you can make the payment.
General tips for success when submitting recurring implementation requests
To help you get the most out of your subscription, we’ve compiled the following recommendations:
When you submit recurring implementation requests, we will generally bucket your requests together and handle them once a month. This increases our ability to deliver high quality work. As such, it is helpful if you prioritize your requests, group related requests together and provide context so we can better understand the goal.
We will work with you to expedite changes you identify as time-sensitive. If your request is time-sensitive, please inform us when submitting your request.
Frequent or conflicting changes tend to destabilize your site and may create problems down the line. It is best not to change your site too frequently, and be careful not to send conflicting requests. For this reason, we recommend (and for some service levels, require) designating a single point of contact for submitting requests to IdeaRoom.
Please remember to monitor your tickets for any messages from our team and try to respond promptly, ideally within a few days. If we don’t receive a response on a ticket for an extended period of time, we may close the request.