When it's time for the appointment, a text and/or email arrives with a link to join the session. After tapping the link, follow the steps below.
Step 1: Enter the lobby
Review the terms and conditions, then tap I Agree to get started.
Step 2: Test the setup and grant permission
Smart Consult tests the network connection and browser, then alerts if either isn't acceptable. On an Android device using Google Chrome, an additional battery life check is also run.
Step 3: Allow the camera and microphone
iOS | Android |
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To complete the Smart Consult, permission must be granted for the camera and microphone. The prompt differs slightly between iOS and Android.
If the permissions prompt doesn't appear, follow the steps for Chrome on iOS & Android or Safari on iOS to resolve the issue.
Step 4: Test the speakers
An audio check confirms the sound can be heard clearly before joining the session. Once the test audio is heard, tap Yes.
Step 5: Ready to move forward
When everything shows green checks, proceed by tapping Let's Go.
Step 6: Join the session
On this screen, confirm the camera is on and the microphone is unmuted. When ready, tap Join Now to connect to the Smart Consult.
If your surveyor has not joined yet, you will be placed on hold and connected automatically once they arrive.
Step 7: You're in!
Let's review each items at the bottom of your screen.
Video of your surveyor
Surveyor speaking indicator
A green ring pulses around your surveyor's video when they're speaking.
Turn your camera on / off
Mute or unmute your microphone
Are you talking?
This message appears when your microphone is muted and speech is detected, so you aren't left talking to a surveyor who can't hear you.
Your speaking indicator
When you are speaking, a green box pulses around your video feed, and your surveyor sees the same thing on their end.
End the call
Turn your camera flash on / off
Flip between your front and rear camera
Connection quality
Your connection quality shows as Stable, Unstable, or Poor.
Stable means the connection is holding and the live feed should come through clearly. Unstable means the connection is weaker than ideal, and audio or video may cut in and out. Poor means the call is likely to freeze or drop.
For Unstable and Poor, move toward a stronger signal. If you have stepped outside and your device is still on Wi-Fi, turning Wi-Fi off lets the device switch to your cellular network, which often clears it up.