SolutionView Tablet 4+
Supportworks, Inc
Designed for iPad
-
- Free
Screenshots
Description
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.
Features
Homeowner 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.
What’s New
Version 2.3.2
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.
App Privacy
The developer, Supportworks, Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Usage Data
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Supportworks, Inc
- Size
- 30.6 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 12.4 or later.
- iPad
- Requires iPadOS 12.4 or later.
- iPod touch
- Requires iOS 12.4 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Supportworks, Inc.
- Price
- Free