SolutionView

Business

Free

Rating summary

Details about SolutionView

Released
Updated
iOS Version
Age Rating
Size
Devices
Languages

December 11, 2020
October 6, 2024
11.4+
4+
29.6MB
iPhone, iPad, iPod
English

Features

Apple silicon support

Developer of SolutionView

Supportworks, Inc

⭐️0 / 5

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🙌0

Ratings

📼4 scs

Media↘︎

📦w/o updates

Updates frequency↘︎

🗣❌ unsupported

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Versions
Price History
Description
FAQ

Version History of SolutionView

2.0.5

January 10, 2023

Update to proposal to support appointments where several discounts are added and need to be displayed on multiple lines. It also addresses an issue with entering overrides.

2.0.3

August 20, 2022

This version introduces the Prospects Screen, where you can search through all of your customer appointments from the past year. Rehash old appointments and use your SolutionView projects to convert pending into sold estimates. On the appointment PDF, we have updated the display of discounts on the document. In scenarios when there were multiple discounts added, they would run off the page. Now, they wrap into multiple rows. Lastly, there was a modification to how form field defaults work. Now, if there is a field that triggers automation and has a default added, the automation will already be present when a form is opened.

2.0.2

June 29, 2022

Fix to Files feature where documents weren't opening properly in recent version.

2.0.1

June 25, 2022

This version of SolutionView brings new features within the calendar, findings, inspect, and project pages. SolutionView also now includes configuration publishing and versioning! That feature specifically will enable companies to modify and tweak configurations before publishing for field use. Here is a list of all that’s new in SolutionView: Calendar events include styling updates to tighten up the confirmation call and customer information. There is also now a more visual if an appointment hasn’t been downloaded locally to the device. In the calendar, when you press the pending updates icon in the top right, there is an upload status that displays until completed. Toggle off the findings section entirely for appointments, if you desire. When taking photos during an appointment, there is now a toggle to allow a user to have those photos save to the device. The app will save your preference as you take additional photos. Click into photos you have taken during an appointment to annotate and markup. Use this tool to communicate to your customers and installers. New field type was added to allow a user to quickly add new forms to the appointment. New field type that allows a calc field to be repeated as many times as an inspection needs. With this new feature, use the same calculator to take measurements of differing areas and have a combined total. Enhancement to solution automation that allows for numeric fields to update the product quantity and/or product price as an override to the standard product unit price. The options page now includes arrows on the ride side of each area row. This will make it simpler to reorder areas in the options page. When a user adds an override discount that increases the project size, the proposal will remove itemized pricing and mention of discounts. For companies using the override to cover a project minimum, this removed customer confusion that would arise with the proposal. The distribution list now allows for separate individuals to be emailed based on the appointment status of sold or pending. A use-case here would be to add a project coordinator to the sold list, since that individual doesn’t need to see every appointment that comes through.

1.1.30

November 18, 2021

The app now supports larger calculation functions, enabling calcs like heating or cooling load calculators in HVAC. Products can now be priced using unit or incremental base pricing models. Minimum price can now also be set for a product. Video resources in a form can now be sent to a customer's email. Documents can also now be sent to the customer's email. A company can now configure or modify meeting navigation titles, headings, and select the size of directions text. A fix to discounts using product categories is also included in this release.

1.1.28

October 12, 2021

In this version of SolutionView, we bring a brand new feature to forms, Product Recommendations. We also implemented enhancements to the Add Products screen, as well as enabling company specific proposal customizations. Product Recommendations Feature: This new feature appears as a button within a form that opens the Add Products page, but only filters by product categories. This is helpful to filter down a large list of products down into a manageable short list of product choices. Add Products Screen: The product category chips now remove all unrelated products when selected. This means that as you click more than one category, it will only show products that are associated with all selected product categories. Also, now when you add a product, it will be displayed as selected. Proposal Customizations: There are now options to include a default proposal image, remove itemized pricing, add product descriptions, remove the specifications page, and also a new design layout for the recommendations page. Oh yeah, also, we added the ability to put tags for use in your eSignature apps!

1.1.27

September 21, 2021

We've added support for a simpler "Findings" and "Presentation" section.

1.1.25

August 30, 2021

We've added support for the download of files from CRMs that require authentication from the client.

1.1.24

August 26, 2021

We made the Memo field required when recording a payment by check.

1.1.23

August 23, 2021

We updated how the assets are handled within the application and editing the manual override.

Price History of SolutionView

Description of SolutionView

As a contractor, you just know when your tools are designed and built by people who actually use them. You don’t have to fight them; they just work—the same way, every time. The same goes for sales software. You want something that will simplify and standardize the appointment, so every customer has a positive experience—the same way, every time. SolutionView simplifies, standardizes, and maximizes each sales and service appointment. Features Homeowner Education – SolutionView helps walk the customer through the causes of their problems, so they can understand why you’re recommending the full suite of solutions your company offers. Automated Solutions – When you ask questions like, “Are you interested adding a rain sensor to your system?” and the customer says, “Sure!” – Your company’s preferred rain sensor is automatically added to the Options Page. Findings – Once the inspection is complete, the findings section helps the user share with the customer all that they’ve found, the cause, and what solutions are needed. SolutionView makes it easy for a customer to express interest in solutions, and lets them add them to the options page without commitment to purchasing. Presentation - For larger projects, use the presentation feature to walk through the different solutions available to them. Each presentation has a follow-up area where they can continue to learn more or add to solution to the options page. Tiered Options and Right-Sizing – SolutionView provides three project options for the homeowner to see all that is possible. The options page allows for them to compare projects without the need to leave the screen. The power in this page is that the homeowner can choose & select themselves! As selections are made, prices change. If you offer incentives or financing, apply those right to this page so that the customer see those in consideration into their final project selection. Proposal and Payment – After the presentation, the homeowner is presented with a professional branded proposal and payment can be taken. The guided experience that SolutionView provides from start to finish of an appointment is unmatched and will go a long way for consistent experiences of your company’s brand and overall customer experience. SolutionView users immediately see their closing percentages and average ticket size go up. We’re excited for SolutionView to assist and guiding you in delivering remarkable experiences for your customers.

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