SolutionView
Free
2.0.5for iPhone, iPad and more
Age Rating
SolutionView Screenshots
About 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.
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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What's New in the Latest Version 2.0.5
Last updated on Jan 10, 2023
Old Versions
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.
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Version History
2.0.5
Jan 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
Aug 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.
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
Jun 29, 2022
Fix to Files feature where documents weren't opening properly in recent version.
2.0.1
Jun 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.
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
Nov 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.
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
Oct 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!
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
Sep 21, 2021
We've added support for a simpler "Findings" and "Presentation" section.
1.1.25
Aug 30, 2021
We've added support for the download of files from CRMs that require authentication from the client.
1.1.24
Aug 26, 2021
We made the Memo field required when recording a payment by check.
1.1.23
Aug 23, 2021
We updated how the assets are handled within the application and editing the manual override.
1.1.21
Aug 10, 2021
The latest version of SolutionView brings some brand new and requested features. One feature is the ability to download past appointments into SolutionView for rehashing or re-assignment to a new user. When a user downloads from the server, the appointment will include all the answers, inspections, products, and photos from when the appointment was uploaded to the SolutionView Cloud. The next feature introduced is the new files feature, where all attachments from the CRM are available to view. Lastly, there are modifications to how taxes are toggled and displayed.
1.1.20
Jul 25, 2021
We've added the photos taken in the inspection form to the findings section and have added confirmation status to your calendar. We've made the calendar refresh show a loading screen till it finishes and revised the download all to include the download of the appointments first to ensure that it's fully in sync before downloading the appointment details. You can also import a manual appointment into a scheduled appointment if you have not started it yet.
1.1.17
Jun 30, 2021
We've updated the signature capture, added the ability to refresh your configuration from the main menu, and added support for picking the tax rate if applicable.
1.1.16
Jun 15, 2021
We've updated the % discounts that apply to product categories.
1.1.15
Jun 10, 2021
We've updated discounts that associate only to specific products, added alerts if the calendar is unable to refresh when manually refreshed, and updated the meeting completion page.
1.1.14
Jun 4, 2021
We've updated the documentation section and the send documentation to the cloud section. We've also added feedback on the calendar page when updates are still being sent back to the server.
1.1.13
May 27, 2021
We have updated the date/time picker to make it easier to use.
1.1.12
May 19, 2021
We've added some additional exception handling.
1.1.11
May 2, 2021
We have updated the monthly payment calculation to allow for the user of a payment factor.
1.1.10
Apr 15, 2021
We've updated the calculated fields used for inspection.
1.1.9
Apr 12, 2021
We've updated photo handling, the download all appointments, indicate on the calendar which appointments have been downloaded, and updated custom field handling.
1.1.8
Apr 6, 2021
We've added support for date and time fields to forms.
1.1.7
Mar 30, 2021
We've added support for requiring supplemental documents and requiring viewing of documents prior to signing them.
1.1.6
Mar 22, 2021
This release includes support for multiple configurations, updated calendar handling for sparse appointments, and support for forms on the completion section.
1.1.4
Feb 3, 2021
We've added the ability to email projects to support, revised the download resources, and updated the estimate PDF generated.
SolutionView FAQ
Click here to learn how to download SolutionView in restricted country or region.
Check the following list to see the minimum requirements of SolutionView.
iPhone
Requires iOS 11.4 or later.
iPad
Requires iPadOS 11.4 or later.
iPod touch
Requires iOS 11.4 or later.
SolutionView supports English
