Configurator Guides | Set Up Process

Configurator Guides | Set Up Process

The Ultimate Guide: Setting Up
Your 3D Product Configurator Made Easy

Learn how our configurator setup process makes it easy to launch a fully interactive 3D Configurator straight onto your website.

Setting up a 3D Product Configurator for your business can feel like a daunting task--but it doesn't have to be. Whether you're looking to streamline your sales process, reduce manual work, or creating online experience for your customers, Tiny Easy makes it simple to get started. Our SetUp Process ensures that your configurator is tailored to your business, seamlessly integrated into your website, and designed to deliver results! Here's what makes our SetUp Process stand out:

Guided, Hands-Free Implementation:

Tiny Easy does the heavy lifting for you.

Our experienced team handles the entire setup for you—from careful planning to launch, ensuring a seamless experience. Get a dedicated configurator software live on your website in just 6–8 weeks with minimal effort.

Tailored To Your Business

No one-size-fits-all approach—it's built for you.

Your Configurator Plan is customized to fit your models, custom products, and pricing structure, ensuring a smooth integration into your sales process while reducing manual quoting efforts.

Proven, ROI-Driven Launch Strategy

It’s a conversion system built for sales growth.

Beyond setup, our experienced team provides website integration, best practices, and ongoing success support, helping you generate leads and sales without missed opportunities.

Ongoing Support & Improvements

With you every step—even after launch.

With regular success meetings, performance reviews, and continuous software updates, we ensure your configurator stays optimized for conversions over time.

How It Works

How It Works

Our Step-By-Step Guide to Setting Up Your 3D Product Configurator

With over 8 years of experience in the tiny home and modular building industry, we’ve helped countless businesses streamline their sales and design processes. This overview walks you through every stage of setting up your configurator—from discovery, planning to launch—making it easy to create an engaging, customizable tool that fits your unique business needs.

  1. Discovery & Planning Phase:

The Discovery & Planning Phase is the foundation of your configurator setup. Before you become our customer, we take the time to understand your business demands and design a detailed plan that ensures your configurator integrates seamlessly with your operations while maximizing ROI. The Discovery & Planning Phase is free for you. We want to ensure, that we're the right fit for you!

Till, co-founder of Tiny Easy Discovery Meeting for Configurator SetUp Process
Till, co-founder of Tiny Easy Discovery Meeting for Configurator SetUp Process
Till, co-founder of Tiny Easy Discovery Meeting for Configurator SetUp Process
Till, co-founder of Tiny Easy Discovery Meeting for Configurator SetUp Process

Due Diligence:

We begin with a comprehensive meeting to understand your business systems and how the configurator will tie into your operations. This is our Due Diligence process, ensuring we’re the right fit for your needs.

Configurator Plan:

We work with you to map out all the details—models, options, materials, upgrades, and specifications—into a personalized Configurator Plan. This blueprint ensures that your configurator reflects your business’s unique offerings.

Tiny Easy's Configurator Implementation product specifications and material options
Tiny Easy's Configurator Implementation product specifications and material options
Tiny Easy's Configurator Implementation product specifications and material options
Tiny Easy's Configurator Implementation product specifications and material options
Website & Marketing Implementation plan for our configurator clients, Elsewhere pods, and Nordic and Spruce
Website & Marketing Implementation plan for our configurator clients, Elsewhere pods, and Nordic and Spruce
Website & Marketing Implementation plan for our configurator clients, Elsewhere pods, and Nordic and Spruce
Website & Marketing Implementation plan for our configurator clients, Elsewhere pods, and Nordic and Spruce

Website & Marketing Plan:

Our marketing experts analyze your website and sales channels to create a strategic before and after plan for integrating the configurator. This plan also includes recommendations to enhance your website’s conversion rates and maximize the ROI of your configurator.

  1. Becoming Our Client - Onboarding Program

This step ensures a smooth start to building up your configurator with us by following our comprehensive Onboarding Program. We guide you through every detail—reviewing your configurator plan, sales quote, and addressing any questions, so you’re fully prepared for the next steps.

Comprehensive onboarding program for configurator onboarding
Comprehensive onboarding program for configurator onboarding
Comprehensive onboarding program for configurator onboarding
Comprehensive onboarding program for configurator onboarding

Quote & Agreement:

Develop Your Sales Quote:

Once we have investigated the complexity of your project by preparing your Configurator plan, we will develop a preliminary Quote for the costs involved for your project.

Configurator Agreement:

We will send you a copy of our standard configurator agreement for you to review.

Onboarding Meeting:

We'll catch up for a video call to review your:

  • Custom Configurator Plan

  • Website & Marketing Implementation Plan

  • Tailored Quote to ensure it aligns with your expecations

  • Questions regarding our configurator agreement.

  • Resources to get your Configurator project underway!

Follow Up kick-off meeting to discuss configurator plan and next steps
Follow Up kick-off meeting to discuss configurator plan and next steps
Follow Up kick-off meeting to discuss configurator plan and next steps
Follow Up kick-off meeting to discuss configurator plan and next steps
Onboarding success steps
Onboarding success steps
Onboarding success steps
Onboarding success steps

Onboarding Success!

Become Our Client! 🎉

Now, that we have established the configurator will be a great fit, you can officially become our client by signing our configurator agreement!

It's time to start building your Configurator!

  1. Pilot Configurator Development:

During this phase, we create your base Configurator, and develop your first fully functional Pilot configurator model, to set up systems for further product configurations.

What's Included In Your Pilot Configurator?

Custom branded user interface example of our clients Nordic and Spruce
Custom branded user interface example of our clients Nordic and Spruce
Custom branded user interface example of our clients Nordic and Spruce
Custom branded user interface example of our clients Nordic and Spruce

Custom Branded User-Interface:

Your configurator is fully branded with a custom user-interface to align with your business identity.

Pilot Configurator for our clients Nordic and Spruce | Tiny House Builder, Tennessee, USA

Interactive Online Experience:

  • Logic for accepting inquiries for the integrated custom form submission.

  • Automated branded emails sent to you and your customers.

  • Analytics setup to track customer interactions.

Interactive online experience worflow for configurator setup
Interactive online experience worflow for configurator setup
Interactive online experience worflow for configurator setup
Interactive online experience worflow for configurator setup
Materials and visual elelemtns integration into internal configurator systems
Materials and visual elelemtns integration into internal configurator systems
Materials and visual elelemtns integration into internal configurator systems
Materials and visual elelemtns integration into internal configurator systems

Materials & Visuals:

  • Creation of your unique materials library, including custom seamless textures.

  • Thumbnails and explanation descriptions for all options and upgrades.

  • Integrated product catalogue of hardware, lighting, fixtures, manufacturers etc

Material & Product option range developed for our client Dwelly Prefab | ADU Builder, Maple Ridge, USA

Step-By-Step Configurator Flow:

  • A guided flow for your first model, ensuring an intuitive, user-friendly experience.

  • This includes, model/product versions, exterior & interior steps, and upgrades if applicable

Configurator flow for our clients Elsewhere Pods | Modular Pods Manufacturer, Melbourne, AU

Step by step configurator flow for our cleints Elsewhere Pods
Step by step configurator flow for our cleints Elsewhere Pods
Step by step configurator flow for our cleints Elsewhere Pods
Step by step configurator flow for our cleints Elsewhere Pods
Interactive 3D model experience example from our clients Dwelly Prefab
Interactive 3D model experience example from our clients Dwelly Prefab
Interactive 3D model experience example from our clients Dwelly Prefab
Interactive 3D model experience example from our clients Dwelly Prefab

Interactive 3D Model:

  • A fully interactive 3D model of your first build, showcasing your offerings to prospects.

  • Custom views in our configurator with hotspots interactions allowing you to smoothly transition from room to room.

  1. Pilot Configurator Review & Refinements:

This phase ensures your configured product meets your expectations by refining the configuration process based on your feedback and insights from real-world testing.

What's Included:

Presentatio and feedback of Pilot Configurator
Presentatio and feedback of Pilot Configurator
Presentatio and feedback of Pilot Configurator
Presentatio and feedback of Pilot Configurator

Presentation & Feedback:

We meet with you to present your Pilot Configurator, walking you through the configurator interface and discussing any changes to the model or option range.

User Testing Link:

You'll receive a unique link to your Pilot 3D Product Configurator, allowing your team, hand-picked customers, or stakeholders to explore it.

This provides valuable insights into customer behavior and highlights opportunities to optimize customer interaction with the configuration process.

User Testing link for custom 3D product configurator
User Testing link for custom 3D product configurator
User Testing link for custom 3D product configurator
User Testing link for custom 3D product configurator
  1. Full Configurator Build-Out:

In this phase, we take your Pilot Configurator to the next level by expanding it to include your full product catalog. We refine every detail to ensure your 3D configurator is ready for launch, showcasing your product options through high-quality 3D models and interactive features.

The Configurator Build-Out Process:

Integration example of product catalog for 3D configurator
Integration example of product catalog for 3D configurator
Integration example of product catalog for 3D configurator
Integration example of product catalog for 3D configurator

Integration of Your Product Catalog:

Using the initial configurator plan, we integrate all the necessary specifications for your full range of models and product options. This ensures every product detail is accurately represented.

Full product catalog for our clients Dwelly Prefab | ADU Builder, Maple Ridge, USA

Creation of High-Quality 3D Models:

We bring your products to life by transforming your entire product offerings into high-quality 3D models that deliver an immersive, visual experience for customers.

Creation of high-quality 3d models for configurator
Creation of high-quality 3d models for configurator
Creation of high-quality 3d models for configurator
Creation of high-quality 3d models for configurator
Final Configurator of our clients Dwelly Prefab
Final Configurator of our clients Dwelly Prefab
Final Configurator of our clients Dwelly Prefab
Final Configurator of our clients Dwelly Prefab

Final Refinements

We make any necessary tweaks and adjustments to the configurator to ensure it meets your expectations and is fully optimized for launch.

Finished Configurator of our clients Dwelly Prefab | ADU Builder, Maple Ridge, USA

  1. Website Preparation & Launch Stratgy:

As we finalize your 3D configurator, we assist in preparing your website and launch materials to ensure a seamless integration to your audience. This phase includes creating essential content elements for your website and providing a tailored launch strategy to maximize customer engagement.

Website preparation delivered as files
Website preparation delivered as files
Website preparation delivered as files
Website preparation delivered as files

Website Preparation:

  • Based on the detailed website implementation plan created earlier in the planning phase, we'll curate content elements needed to showcase your configurator on your website for an optimal user experience.

  • Visual elements, such as 3D configurator example thumbnails and visual graphics, are designed by our team of experts and delivered as files ready to upload.

Launch Strategy:

  • Internal Launch Playbook: You'll receive actionable steps from our proven Launch Playbook to ensure a seamless integration onto your website.

  • Social Media Campaign: Suggestions for posts on Instagram and Facebook, tailored to announce your configurator and highlight its ability to let customers customize their designs with their new online tool.

  • Email Launch Campaign: An email strategy to inform your audience that they can now explore and customize their designs with 3D configuration.

Configurator launch strategy
Configurator launch strategy
Configurator launch strategy
Configurator launch strategy
Final review of configurator before launch
Final review of configurator before launch
Final review of configurator before launch
Final review of configurator before launch

Final Review

We'll meet with you to review your 3D Product Configurator, gather feedback on models and optinos, and fine-tune everything for launch.

  1. Launch Your Configurator! 🎉

We'll send a link to your 3D configurator to launch live on your website and help you launch it to your audience, so you can start receiving inquiries right away!

Home Configurator examples of a tiny house builder, modular home, and ADU builder
Home Configurator examples of a tiny house builder, modular home, and ADU builder
Home Configurator examples of a tiny house builder, modular home, and ADU builder
Home Configurator examples of a tiny house builder, modular home, and ADU builder
  1. Ongoing Success Support:

Once your configurator is up and running, it is our focus to help you achieve your business goals with our customer success strategies.

Here's what you can expect:

Regular Success Meetings:

One month after your configurator goes live, we'll host your first Success Meeting to review your progress, gather feedback, and identify areas for improvement. Further Success Meetings are available every three months.

During these meetings we:

  • Provide actionable steps to increase ROI

  • Recommend improvements for your configurator, including your 3D models and product catalogue options.

Regular success meetings to measure configurator success
Regular success meetings to measure configurator success
Regular success meetings to measure configurator success
Regular success meetings to measure configurator success
Configurator analytics dashboard
Configurator analytics dashboard
Configurator analytics dashboard
Configurator analytics dashboard

Actionable Metrics Reporting:

Your configurator's analytics provide valuable insights into customer preferences and behaviour. With access to your personal Analytics Dashboard, you can:

  • Identify popular models to refine marketing efforts

  • Track conversions rates to evaluate campaign success

Continuous Investment in Software Improvements

Our dedicated development team works tirelessly to enhance the configurator software, improving the user experience, adding or improving key features, and optimizing functionality.

By continually reinvesting in our platform, we ensure you stay ahead of the competition with a cutting-edge sales tool that boosts conversions and drives business growth.

Changelog of improvements and updates to our 3D Configurator
Changelog of improvements and updates to our 3D Configurator
Changelog of improvements and updates to our 3D Configurator
Changelog of improvements and updates to our 3D Configurator

How Our Software Helps

How Our Software Helps

Why Tiny Home Builders Struggle To Scale—And How a 3D Configurator Solves It.

Why Tiny Home Builders Struggle To Scale—And How a 3D Configurator Solves It.

Why Tiny Home Builders Struggle To Scale—And How a 3D Configurator Solves It.

Building and selling tiny homes on wheels, cabins, ADU's, container homes, in the small home building industry comes with its own set of unique challenges. - Customization requests, time-consuming quotes, and lost leads due to an inefficient online experience. Without the right tools, these obstacles slow down sales, overwhelm your sales team, and make it harder to convert prospects into buyers.

Below, we break down the most common pain points tiny home builders face and how a 3D Configurator helps solve them.

1. Design Customization Requests That Drain Time & Resources

As a tiny home builder with a curated range of staple models, customization requests are inevitable. Prospective clients often want modifications to fit their needs, but managing these requests manually can be time-consuming and inefficient.

Offering select customization options enhances the customer experience without limiting them to spec builds. A visual configurator allows users to explore available modifications on their own, reducing back-and-forth communication and saving valuable time for your sales and design team.

Before

After

Potential customers frequently ask: "I like the X model, but can you change a few things?"

Offer pre-designed customizations that feel personalized without creating true custom projects.

Designers spend excessive time on custom designs for each client.

Customers visually select options from your list, designing "their own" within your ecosystem.

Custom projects are harder to build due to unclear or changing specifications.

Clients better understand your product offerings through the visual process, imagining their future homes with ease.

Sales teams waste time creating custom sales quotes for every unique request.

Your design team spends time on a minority of custom build projects, prioritizing higher sales volume.

Sales teams waste time creating custom sales quotes for every unique request.

Your design team spends time on a minority of custom build projects, prioritizing higher sales volume.

Projects are delayed by long design timelines and non-standardized building processes.

Standardized options improve workshop efficiency and reduce project timelines.

  1. Endless Sales Quote Requests With Low Conversion Rates

Without a system to pre-qualify leads, sales teams waste time sifting through serious buyers and "tire-kickers" exploring their options. Many quote requests come from prospects still in the discovery stage—draining resources on inquiries unlikely to convert.

Our custom configurator pre-qualifies leads effortlessly—no sales team input required. By showcasing your full model range with customizable options and real-time pricing, prospects can explore and self-educate before reaching out, ensuring only serious buyers make contact.

Before

After

Sales cycles can last up to 2 years, with many "buyers" still exploring options.

Your sales team focuses on high-quality leads, while the configurator handles the "Discovery Stage".

Your sales team is stretched thin, losing valuable leads.

The configurator automates pricing and option details, acting as your central system.

Constantly sending quotes for unqualified inquiries wastes time and resources.

Online: Prospects can self-educate, through interactive 3d visualizations and dynamic pricing updates.

You feel the need to hire dedicated sales managers to handle the volume

In-Person: Sales teams use the configurator to guide clients visually and efficiently.

  1. No Interactive Way For Customers To Explore Design Options

Static 2D images limit your ability to showcase your products effectively, especially when dealing with complex products that require more detailed exploration. An interactive configurator allows customers to see every detail of your customizable products in 3D, helping them understand how your models work and visualize their options inside and out.

Before

After

Customers can only browse static photos, floorplans, and walkthroughs limiting their understanding of your models.

Customers have an engaging, interactive platform to explore your range of customizable products at their own pace.

To get details on pricing and customization, clients must book a call or email—many avoid reaching out to avoid seeming uninformed.

You offer an interactive experience that sets you apart, allowing customers to design their future tiny home before reaching out.

Potential clients lose interest and turn to competitors.

By the time clients contact, they're well-informed, saving time and skipping repetitive sales conversations.

  1. No Designated Conversion System For Your Website

Many websites fail to guide potential customers beyond the initial visit. Without a clear system to engage and convert leads, marketing efforts often fall flat.

An 3D configurator bridges this gap by encouraging visitors to take the next steps in their buying journey—whether they’re exploring options or ready to make decisions. By optimizing your website with a well-converting online tool, you maximize the ROI of every marketing effort, from ads to expos.

Before

After

Marketing efforts bring visitors to your website, but there's no clear path to guide them to the next step in the sales process.

A visual configurator engages visitors, motivating them to take the next steps in their buying journey.

Campaigns rely on generic "contact us" or "call us" actions, which fail to engage visitors effectively.

With a well-optimized conversion system, your marketing becomes more effective across all channels from ads to expos.

Conversions are low, wasting time and money on effective marketing efforts.

Visitors stay on your website longer, enjoying an engaging experience with your offerings, which increases lead quality and conversion rates.

Why Work With Us?

Why Work With Us?

Experience, Innovation, and Results—Why Choose Tiny Easy?

We're the only purpose-built 3D Configurator software focused on the small & modular building industry. We serve Tiny Homes On Wheels, Container Homes, ADU's (Accessory Dwelling Units) and Small Prefab and Modular Homes.

Industry Expertise You Can Trust

With over 8+ years in the tiny home and modular building industry working together with 80+ tiny home businesses, we understand what it takes to succeed. Our configurator is purpose-built for businesses like yours, offering tailored solutions that make an impact.

Affordable, Hassle-Free Setup

Creating a configurator from scratch can cost $10,000–$25,000 and take up to 6 months to build. Our process is not only 10x more cost-effective but also quick and efficient, delivering a fully functional system in just 6–8 weeks.

Continuous Innovation For Long-Term Success

We don’t stop at launch. Our team is committed to ongoing improvements, delivering software updates and new features regularly to ensure your configurator stays cutting-edge. Plus, our 1–3 month check-ins provide actionable insights and recommendations to boost your ROI.

Get Started Today!

Get Started Today!

Why Wait? Let's Get Started With Your Configurator Today.

Setting up a 3D product configurator might seem complex at first, but with Tiny Easy, the process is seamless, efficient, and tailored to your business. From the initial planning phase to the final launch and ongoing support, we’re here to ensure your configurator becomes a powerful tool for driving customer engagement, streamlining operations, and growing your sales.

With a experienced team, affordable solutions, and continuous innovation, we provide more than just software—we deliver a partnership designed to help your business succeed.

Ready to get started? Let’s transform the way you showcase your products and connect with your customers.