![](/assets/artwork/1x1-42817eea7ade52607a760cbee00d1495.gif)
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 2.3.6
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!
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 based on, for example, the features you use or your age. Learn More
Information
- Provider
- 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