SolutionView Tablet2.4.6

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 Tablet simplifies, standardizes, and maximizes each sales and service appointment.FeaturesHomeowner Education - SolutionView Tablet 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 Tablet 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 Tablet 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 Tablet 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 Tablet users immediately see their closing percentages and average ticket size go up.We’re excited for SolutionView Tablet to assist and guiding you in delivering remarkable experiences for your customers.

Thanks for using SolutionView. Version 2.4.6 focuses on the day-to-day stuff that keeps appointments moving: better control over when signatures reset, smarter device storage management, and faster ways to validate changes before they roll out to the team.Here’s what’s new in version 2.4.6:Customer Signature CheckCompanies now have more control over when a customer signature is automatically removed if the project is modified after signing. This helps teams make changes without unintentionally forcing a re-sign, while still keeping signature rules aligned with how you run your process.Locally Stored DataTo prevent storage issues over time, SolutionView will now automatically clear appointment media stored on the device that’s older than 90 days. Anything cleared can be re-downloaded later if you revisit the appointment, so your history is still there when you need it.If you ever want to clear stored media manually, you can now do that anytime from the menu in the bottom-right of the app.Manual AppointmentsWe added additional sorting options in the Manual Appointments screen, making it easier to find what you’re looking for and keep work moving during busy days.Preview ModePreview Mode no longer requires any setup. After logging in, you’ll find Preview Mode directly in the menu. Use it to validate changes and experience updates before they’re published to the rest of the team.Ability to Hide Primary FormFor workflows that rely mostly on sub-areas, companies can now hide the primary form and guide teams directly into sub-area fields. This keeps inspections cleaner and helps reps stay focused on the details that matter in the field.StylingThis release includes several design tweaks throughout SolutionView to keep the experience cleaner, clearer, and more consistent as you move through an appointment.As always, thanks for helping us keep raising the bar on the customer experience.