SolutionView Tablet

September 18, 2024

This release includes changes related to custom quantity labels, generation of product drawings, project naming, and removing photos from overview forms.

September 9, 2024

This addresses an issue with editing product quantities.

August 21, 2024

We're excited to bring you the latest updates in SolutionView 2.3.8! This release includes many new features and improvements designed to enhance your workflow and improve the customer experience. Customer Information Project Information: A new section called Project Information is now available in the Customer Info form in the Overview section. Specify the project name and set a different project address. This information is added to contract PDFs under a 'Job Location' section. Inspection Drawing Visibility Field: Your project drawing can be made visible within an inspection form. For sales reps that do a drawing first, place the drawing within a form to reference for inspection details. Field Requirements: Have a hard time remembering to complete details within an inspection form? Fields can now be set to be required, which will visually remind sales reps to complete the fields. Drawing Tool Inspection Details: There is now an additional icon in the top toolbar that gives sales reps access to the inspection details. They can use the details to draw accurately without leaving the drawing tool. Set Canvas Size: Sales reps can now set the canvas width and height when entering the drawing tool, allowing for better customization of drawings that are not created outside of SolutionView. Undo Options: All dynamic shapes now include an undo button in the bottom left of the drawing tool when being added. This feature allows sales reps to remove their last action, making it easier to correct mistakes. Number Pad: For shapes with distance measurements, sales reps can click the measurement to bring up a number pad and specify the exact length. Line Customization: Lines can now be set to dashed lines to help separate them from other line artwork. Rectangles: Users can now rotate rectangles within the canvas. Additional Improvements: The drawing tool has undergone several tweaks and enhancements, improving its overall functionality and impact on projects after drawings are saved. Findings Photo List: Sales reps can now display photos added to a form in the Details tab. Press 'Photos List' to show all corresponding photos in a grid layout, more quickly sharing with customers. Default Notes Default notes can now be added to appointments. These notes appear in the notes section and can be included in the customer PDF if the sales rep chooses. For companies integrated with a CRM, these notes will be included in the appointment update in the CRM when the appointment is finalized. Solution Detail In the Solution Detail screen, sub-areas are now visible as chips. Selecting or deselecting these chips will add or remove these areas from each product included in the solution. Project Section Product Editing: A new feature allows users to edit product pricing when accessing solutions from the Project section. When enabled, editing a price will update the product pricing in all associated projects. A message reminds sales reps that the product pricing will be updated universally. Complete Screen Complete Appointment Forms: The complete appointment screen now supports multiple forms based on the appointment result. Companies can have forms specific to appointments resulted as Sold, Pending, or custom statuses. Complete Appointment Field Requirements: Form fields within a complete form can now be marked as required, ensuring important fields are not overlooked by sales reps. PDFs Job Details Section: The Job Details section in standard PDFs now includes notes from the appointment quick nav, provided they are marked 'Show in Customer PDF.' Discount Descriptions: Descriptions for override discount types will now appear below the discount in the Proposal Summary. Email Consolidation Customer Portal Email: Emails containing the customer portal link now include both the PDFs and the access link in one email, reducing the number of emails sent and consolidating all necessary information for the customer.

June 10, 2024

We’re excited to bring you the latest updates in SolutionView 2.3.6! This release includes several new features and improvements designed to enhance your workflow and improve the customer experience. CRM Calendar Update Enhanced Color Coding: Companies can now color code events on the calendar for better organization. Salesforce Integration: Enhanced display of information on calendar events for Salesforce users. Project Screens Improved Visibility: Larger text for project breakdowns on single project views to enhance visibility for customers. Products as Install Today or Not Today New feature to mark products as installable today or not, perfect for service-type appointments. Solution Level Marking: Products are marked at the solution level in the project screens and applied to the products within each solution. Project Breakdown: The project breakdown in the app and on contract PDFs will now reflect what is owed based not the products being installed today or later, and what is owed today based on the project being installed and the deposit for later work. PDF Separation: Contract PDFs will separate products based on whether they are installed today or later. Design Enhancements Present Screen: Presentation queue interface now adjusts dynamically based on screen size and device orientation. Comparison Screen: Adjusted spacing between solutions on the comparison screen for better visibility. Specifications: Better display of options selected on the specifications screen. PDF Updates Contract PDF: Option to hide discounts from appearing on the customer contract PDF. Job Information Page: Simplified project summary available, excluding data like commissions. E-Sign Enhancements: Signatures and initials that are not required are now optional for a signing customer, and this detail will be reflected in generated PDF documents. Customer Contract Email Enhanced Subject Line: Company name now included in the subject line of customer emails. Consolidated Emails: When generating PDFs for multiple projects, they will now be included in a single email instead of multiple emails. Bug Fixes Support Organizations: Resolved issue where switching between companies was not possible. Product Pricing: Fixed issue where products set to $0.00 couldn’t have their prices changed. Presentation: Fixed issue where solutions were not being automatically added to the presentation section. Enjoy the new updates and enhancements in SolutionView 2.3.6!

May 21, 2024

Fixed communication with ArcSite server.

May 19, 2024

What’s new in SolutionView 2.3.4 New Features and Improvements Pricing List Automation Salesforce Market Segments: We’ve added a new feature that integrates with Salesforce to automate configuration and pricing list selection. Now, when you create appointments and set the market segment field in your CRM, SolutionView will automatically select the corresponding configuration and price list when the meeting begins. Streamline your sales process with this seamless automation! Product Placement Tool Oval Shape: Introducing the new oval shape tool! You can now add and adjust oval shapes in your drawings, perfect for creating precise diagrams. Adjust it to a perfect circle or an oval shape as needed. Bug Fixes Document Fix: We’ve resolved an issue where product artwork wouldn’t display in the Contract PDFs if products were included in sub-areas but not in the main area of the project. Your documents will now display all product artwork correctly. Global Values Fix: Fixed an issue with global numeric or calculated values in automated forms. Previously, incorrect values would appear when forms were automated from the newly introduced Accomplish List field type. Forms will now reflect the correct values, ensuring accurate data across all your documents. Thank you for using SolutionView! We’re continually working to improve your experience and help you redefine your sales process. If you have any feedback or suggestions, feel free to reach out to us.

May 12, 2024

What’s New in SolutionView 2.3.3 We’re thrilled to announce the latest enhancements in SolutionView 2.3.3, designed to streamline your workflows and improve the customization and navigation of features according to your business needs. Discover the updates that make managing sales workflows more intuitive and effective. Form Enhancements Add Solutions Enhancement: Solutions can now be sorted based on company preferences instead of just alphabetically, allowing for a more tailored and efficient experience when adding solutions to forms. Presentation and Project Enhancements Solution Details: Dive deeper with enhanced features: Product sub-areas are now hidden by default but can be displayed easily. Newly designed 'Add' and 'Remove' product buttons. Sub-area titles are now conveniently displayed under the product title when not all sub-areas are added. Enhanced navigational buttons to proceed to the Project Cart or Continue Presentation after adding or declining solutions. Project Cart: Introducing a new Project Cart screen accessible via the “Your Project” button. Review solutions with statuses like “Added to Project” or “Declined” alongside the “Customer Why” feature, providing insights right at the top, and a summarized project cost at the bottom. Solution Cards: Updated solution cards now feature a direct access button with a chevron to view solution details seamlessly. Sub-area chips are visible directly on the card, improving selection visibility and management. Lastly, for solutions that include products with sub-areas, each product is summarized into one row. Product Placement Tool Enhancements Customize Defaults: Admins now have the ability to set default configurations for Product Placement Tools, like grid visibility and measurement settings, streamlining setup across your team. Contract PDF Enhancements Solution Recommendations: Enhanced to include deselected products or the remainder of recommended quantities within solution recommendations on contract PDFs. Job Information Page: Now features the option to include selected drawings at the end of the job information pages, further enhancing project comprehensiveness and clarity. SolutionView E-Sign Integration Automatic PDF Tagging: E-signatures are simplified with automatic tagging of PDF documents for e-signature via the customer portal, eliminating the manual tagging process and streamlining document preparation. Efficiency and Engagement With SolutionView 2.3.3, your ability to manage and present project details is enhanced, ensuring that every interaction with your customer is as informative and efficient as possible. These updates are designed to help you streamline operations and enhance customer interactions, making every project smoother and more professional.

April 22, 2024

What’s New in SolutionView 2.3 Form Field Enhancements Accomplish List Field Type: Introducing a dynamic field type enabling the addition of forms and solutions directly into selected forms. This seamless integration meets specific sales process needs by making added solutions readily available for presentation. Default Global Field Values: Elevate your efficiency with fields automatically defaulting to global values. This applies across dropdowns, single-selects, and text fields, ensuring a cohesive data experience. Solution Details Screen Revamp Organized Tabs: The Solution Details screen is now elegantly separated into tabs for drawings, findings, and products, making navigation and presentation clearer and more focused. Drawing Annotations: Enhance your discussions with the ability to annotate drawings using a highlighter tool, perfect for emphasizing specific aspects directly with customers. Presentation Screen Enhancements: Streamlined for visibility, with a consolidated “start presentation” button and collapsible sections for intro, form/areas, and outro—intro being the primary focus upon screen opening. Add Solutions Screen Improvement: A clearer interface with 'Done' and 'Cancel' buttons, making selections straightforward and mistake-free. Add Product Prompt Clarification: Updated dialogues clarify the process of adding products with or without sub-areas, removing any confusion and enhancing user experience. Product Placement Tool Upgrades Drag-Select: Introducing drag-select for easy adjustment of multiple objects. Customizable Shapes: In the shapes tool, companies can now create unique shapes including images, lines, and areas for a personalized touch. Arc Line Dynamic Shape: Draw custom curved lines on your canvas. Snap Tool: Enable snapping to the grid for precision while placing lines, objects, and areas. Tool Reorganization: Optimized placement of canvas and drawing tools to enhance accessibility and workflow. Enhanced Line Drawing: A new pulse animation indicates the starting point for line drawing, improving clarity and user interaction. Discount Features Form/Area Specific Discounts: Offer discounts targeted at specific form/areas, providing flexibility and customization in promotions. Automatic Default Discounts: Streamline appointments with discounts that are automatically applied. For the new form/area specific discounts, those discounts will only be added if the form/area has been added to the appointment. Project Comparison Enhancements New display options to hide products or sub-areas for a cleaner comparison view, along with a toggle for viewing two or three projects. Review & Complete Screen Enhancements Review Screen: The project summary now takes a prominent top position, ensuring project details is the first information the customer and you see when opening this screen. Complete Screen: A redesigned layout offers a clearer path to completing appointments, with options for form completion, customer portal contacts, and cloud sending options, including a choice to send the customer portal link each time you send to cloud. Embracing Efficiency and Engagement SolutionView 2.3 enriches the sales process with thoughtful enhancements aimed at streamlining operations and bolstering engagement. Each feature is designed with your workflow in mind, bringing us closer to a seamless, efficient, and highly engaging customer experience. Welcome to the enhanced SolutionView—where every interaction counts.

February 12, 2024

What’s New in SolutionView 2.1.5 We’re excited to share the latest updates in SolutionView 2.1.5, designed to redefine your customer experience and streamline your sales process even further. This update includes enhancements to our Product Placement Tool, new automation functionalities, improved presentation capabilities, and extended contract functionalities. Let's dive into what's new! Enhanced Product Placement Tool Shape Libraries: Elevate your drawings with architectural shapes like stairs, doors, and appliances. Provide additional context and detail, making it easier to visualize the placement of products near these elements. Photo Placement: Bring your drawings to life by adding photos directly or using a camera icon to associate multiple images. This feature also allows you to present areas to your customers through a photo slideshow. Product Placement Improvements: Streamline your workflow with the ability to add new lines or areas without exiting the product placement mode. This update simplifies the process of placing products, by now included an “Add Area” or “Add Line” button in the bottom right within the product placement mode. New Automation Capabilities Global Field Values: Enhance form efficiency by filling out a field once and making it visible across other forms. This feature allows for seamless integration of inspection values and other relevant data, facilitating automation and reducing manual entry. Project Total Automation: Leverage the project total to automate processes, such as permitting, based on the project size. This addition provides a more dynamic and responsive automation capability, tailored to your project needs. Presentation Enhancement Force Solution Presentations: Ensure that specific solutions, whether added, declined, or hidden, are presented according to your company’s customizations. This feature guarantees that your presentations always align with your strategic approach. Contract Enhancements Contract Groups: Gain clarity in project cost breakdown by categorizing products into groups such as materials, permitting, and insurance. This transparency helps customers understand their investment distribution more clearly. Product Images & Signoff: Elevate your contracts with product imagery and a new signoff feature for these images, enhancing transparency and reducing potential disputes by confirming customer approval on product details. Commission: Introducing the ability to add sales commission to a project. With this new feature, it includes flexibility in commission calculations with the ability to set custom project commission, either as percentages or fixed amounts. Tailor how commissions are included in the project by setting them to blend into the project or as an itemized line item. Hide Products from Contract: Customize how products are presented to your customers, with the option to hide specific items from project screens and contract PDFs. This feature is ideal for managing visibility of labor costs or other unique items in a discreet manner. This feature is not recommended if you display itemized pricing to your customers. We believe these updates will not only improve the efficiency and productivity of your sales process but also enhance the overall experience for your customers. SolutionView 2.1.5 is about more than just sales; it’s about creating a seamless, informative, and engaging journey for every customer. As always, we’re here to support you in making the most of these new features. Your feedback is invaluable to us as we continue to refine and enhance SolutionView to meet your needs.

January 8, 2024

What’s New in SolutionView v2.1.4 Drawings are now named "SolutionView Drawing" and will be sent to your CRM and Customer Portal along with photos. As always, we are committed to continuously improving SolutionView to better support your sales processes and customer engagement. We hope these updates enhance your experience and look forward to your feedback!