Here’s what’s new in version 2.4.4: Customer Why AI Summary: Customer Why can now use the on-device Apple intelligence model (LLM) to summarize the questions and answers you’ve mapped, and turn them into a clear, customer-ready “why.” You can edit the AI summary anytime to refine how you'll present it to a customer. UI Improvements: Customer Why now shows a shorter preview anywhere it appears, keeping the rest of the screen focused on the details that drive the appointment forward. If the full Customer Why is longer, you can tap it to view the entire message. Product Automation Markup Factor Enhancements for Estimation: Along with existing quantity-based markups, you can now apply a percent markup to product totals. This gives you another way to account for complexity, risk, and margin needs, and it can be used on its own or combined with quantity markups. These markups are configured at the form field level. Product Placement Tool Apple Pencil Accuracy: Fixed Apple Pencil drift in the drawing and product placement experience so artwork lands directly under the pencil tip. As always, thanks for helping us keep raising the bar on the customer experience.

This release of SolutionView includes enhancements within the appointment screen and contract PDF. Appointment Screen Scheduled Start and End: Within the appointment screen, we have improved the appointment time by including the end time in addition to the previously available start time. Contract PDF Solution Recommendations: Prior to this release, products that were removed from an accepted solution were not being included in the Solution Recommendations. Now, when a product is removed from a solution that has been accepted with other included products, the declined product will appear in the Solution Recommendations section in PDFs that include that block. Fixes & Tweaks Resolved issue with Contract PDF where blocks were overlapping Addressed issue with Calendar events rendering improperly in landscape Handled how solution cards remain selected or get unselected within the Add Form form field type Implemented other styling adjustments in various areas of the application

This release of SolutionView includes enhancements within the product placement tool used for drawings, as well as addresses feedback from the previous release. Here's what's new in 2.4.2: Product Placement Tool – Text Enhancements: When incorporating freeform text into a drawing, users now have the ability to create multi-line text, resize the text box, and utilize various other styling features through the Appearance panel. – Measurement Visibility: While drawing, measurements of the artwork now appear above the stylus or finger, providing context to length and scale during the drawing process. – Efficiencies: Additional refinements have been implemented within the product placement tool to enhance its speed and performance. Fixes & Tweaks – Resolved an issue when clicking a drawing within the quick navigation bar. – Fixed an issue with navigating between projects in the new project drawing view. – Addressed an issue with measurements appearing on the drawing when they have been disabled.

What’s New in SolutionView 2.4.1 This update delivers a major set of improvements focused on productivity, usability, and core workflow enhancements. • New customer pre-appointment and confirmation pages • Redesigned inspection camera and photo workflows, including room and surface scanning • New sub-area types for more flexible inspections • Customizable form text and enhanced presentation field types • Improved slideshow display and follow-up experience • Enhanced project view with drawing integration and streamlined product selection • More flexible e-signing and signed-in customer portal features • Deeper integrations with popular sales and service tools • Faster product placement and a redesigned checklist with preview mode This release improves how teams prepare, capture, present, and finalize work with smoother workflows and more powerful tools throughout the app.

Thanks for checking in on the latest SolutionView update! We’ve been focused on improving usability and strengthening the experience across the board, especially in the areas of customer signing, photo performance, and appointment handling. Here’s what’s new in version 2.3.25: Customer Signing Enhancements In rare cases, sales reps were returning to SolutionView after a customer had approved a project through the Customer Portal. When marking the appointment as sold and sending it to the cloud, the rep’s update would override the customer’s signature, causing confusion. This version addresses that. The app now checks the approval status directly from our servers, and if the customer has already signed, updates from the app are restricted to protect the signed documentation. Updated “Exit Meeting” Button To avoid any confusion, the button in the bottom right of the Complete Appointment screen now says “Exit Meeting” instead of “Complete.” If the appointment hasn’t been sent to the cloud yet, reps will be prompted before exiting if the appointment has not yet been sent to the cloud. Customer Support Functionality We’ve added behind-the-scenes support tools to help us troubleshoot more effectively when issues arise in the field. These improvements give our support team more visibility and allow us to resolve problems faster. AI Appointment Recording Integrations We’re starting to integrate with leading AI recording platforms, Rilla and Siro. If your organization has enabled this feature, you’ll now see a microphone icon in the appointment quick nav to launch the respective tool. Fixes - We’ve optimized how photo thumbnails load when viewing appointments. On some devices where many photos were present, memory issues were occasionally causing app instability. With this release, you should notice smoother performance even in photo-heavy appointments. - Resolved a configuration scenario where forms would duplicate in Findings - Resolved an issue with area titles in some situations causing issues - Resolved an issue where products that were added manually would be removed out of projects - Resolved an issue where extra signatures or initials would appear in the new Dynamic Custom PDFs - Resolved an issue in Appointment Resources when opening resources Styling Enhancements Our design team has continued polishing user-facing screens. Buttons, layout, and spacing have been refined to create a smoother, more consistent experience throughout the app. Thanks for using SolutionView - we’re always working to make your sales process better, faster, and more reliable. As always, if you have feedback, we’d love to hear from you.

This includes a fix on the save to photos checkbox when adding photos.

This contains two small updates. One was for when navigating to the project page when the side navigation is hidden and the other is for handling newly added inspection form checklist items.

SolutionView 2.3.22 We’re back with a fresh update for SolutionView, and this one is all about boosting speed, improving integrations, and giving you even more control over your proposals. Speed Improvements Our team took on the challenge of making SolutionView faster in different areas of the app where at times users could feel a bit of lag. Notably, within Forms and the Project Comparison - the speeds should feel much snappier. Custom PDF Functionality Select between over 30 different section types to build your custom PDF layout. As you design your ideal layout, you can have the sections appear in your preferred order and within each section use the settings to drive how you want the content from each section to display. And good news—the tools to build and edit these custom PDFs will soon be available right inside SolutionView Admin. Dropdown Field Enhancement You'll notice as you use dropdowns within your appointments, there is a new stylized sheet. While the functionality stays the same, the look is now more aligned with the rest of the app, bringing a more cohesive and polished experience. Financing Details sent to HubSpot We've enhanced financing plans that are added to SolutionView to be mapped to a field within a company's CRM. When mapped to a field, the estimated payment details can be populated into the assigned field within the CRM. Tax Rate Integration from HubSpot to SolutionView Through CRM configuration, a company can now have the tax rates flow from the deal within HubSpot and applied to the project automatically. This feature is especially handy for teams working across multiple tax zones. Just make sure your accounting details has tax rate that is set to allow editable tax rates and is set to be added by default—after that, the configuration takes care of the rest. Thanks for using SolutionView. We’re always working behind the scenes to make it even better for you and your team.

We addressed an issue when users were selecting data in the Contact Info within the Appointment Screen.

The latest version of SolutionView is here, and it brings several major enhancements designed to elevate the experience for the teams who serve homeowners every day. Redefined Appointment Screen Customer History: If your company uses Salesforce or Improveit 360, you’ll now see a customer’s full history directly within the appointment screen. When accessing an appointment from the calendar, all familiar tools remain on the left side of the screen, while a new right-hand panel displays a summarized view of customer activity. Dive deeper into notes, photos, files, and event history—all in one place. For companies not utilizing the supported CRMs, the tabs will include the details from the existing appointment. Send Customer Portal Link You can now send the Customer Portal before or during an appointment—no need to wait until the appointment is complete. This gives customers early access to helpful information like company and contact details, optional pre-appointment resources, and even in-progress photos. Note: Product and pricing details won’t appear in the portal until the appointment is finalized. This option is only available if your company has the Customer Portal feature enabled. On The Way Text Messaging Stay connected with homeowners leading up to the appointment with three flexible messaging options: • On The Way Messages: Sent as soon as a user is en route. • Automated ETA Messages: Triggered when a user’s estimated arrival reaches a specific threshold. • Delayed Messages: Pre-written templates to notify customers if the user is running behind. Result Appointment Once a project has been selected and the appointment completed, users can now result the appointment directly from the appointment screen. This allows for quick updates to project details and a seamless handoff to the cloud. Redefined Customer Portal New Layout, Optimized for Mobile The Customer Portal has been completely redesigned for a cleaner, mobile-friendly experience. Each project’s details now live on its own page, making it easy for customers to explore project drawings, solutions, selected products, financing options, and related documents. All photos, presentations, and inspection details are still accessible with an updated layout. Sales Rep Details If your reps have a photo, title, bio, or contact info in SolutionView Admin, customers will now see that information displayed in the portal—adding a more personal, trustworthy touch to the experience. Appointment Resources Educational resources can now be added to the Customer Portal via the Admin site. Use these to provide value to customers even before a product is presented—whether it’s appointment preparation tips, service overviews, or issue-based knowledge. Make Payment Button If configured, companies can add a payment collection URL to the portal setup. Once a customer signs their project, a Make Payment button appears—creating a smooth handoff to payment collection. E-Sign Automation When a customer signs a project in the Customer Portal, it’s now automatically queued in SolutionView Admin. After approval, the project details will update your CRM—whether you’re using Salesforce or Improveit 360. Inside Sales on Web Edit Projects in SolutionView Admin Inside sales teams can now update proposals directly from the SolutionView Admin website. Just like in the app, you can walk through and edit details of a project and result the appointment as Sold or Pending. Once finalized, details will automatically sync with Salesforce or Improveit 360.

We revised the compression used on images when used in the PDF.

We made a fix to deselecting a project on the comparison page.

SolutionView 2.3.17 is here, and it’s packed with powerful updates to help make your workflow smoother, faster, and more flexible. View Drawings from Within Project Screens Single Project View: When viewing a single project, tap the drawing icon in the top right corner to preview any associated drawings. If multiple drawings are available, you can select one to view at a time. Multi-Project View (Comparison Mode): Similar to the single view, a drawing icon appears in the comparison screen (next to the “Select Project” button when navigation is hidden). Tapping the icon opens the drawing preview. If multiple drawings are available, you can choose which one to view. PDF Enhancements PDF Title Format: Generated documents will now follow this naming convention. "CustomerLastName DocumentTitle (ProjectName, MM/DD/YY 00:00 pm).pdf" Company Documents • A footer can be included in each company PDF to match the footer used in Standard Documents • A Project Overview section is available to be placed for printing Standard Documents • Reduced image sizes for better performance • Now include fields from Complete Forms under Job Info Custom PDF Documents • Can now include inspection photos • Can now include inspection fields, based on form field settings • Can now include product brochures assigned to specific products Form Enhancements Duplicate Forms: You can now allow forms to be duplicated in the app. When enabled in Admin, an icon will appear in Inspect for any form marked as “Allowed to Duplicate.” Pressing the icon duplicates the form along with its existing data. This is helpful when users need to capture multiple variations of a product without re-entering everything. Product Placement Tool Access Field: A new field type allows users to launch the Product Placement Tool directly from an inspection form—no need to leave the workflow. Project Enhancements Taxes by Zip Code: You can now assign tax rates by zip code. When a customer’s location matches a zip code with configured tax rates, those rates will automatically appear. If multiple rates exist, the default rate is applied first, but users can choose another if needed. Surcharge Defaults: Companies can now auto-apply surcharges when an appointment is created. Users still have the option to remove them if necessary. Email Customization You can now customize the following emails: • Pre-Appointment Customer Portal Email • In-Progress Customer Portal Email • Post-Appointment Customer Portal Email • Contract PDF Email(s) • Signed Contract Notification Customizable areas include: • Subject line • Reply-to email • Header • Email body text To enable this, please contact your support representative. CRM Integration Updates GPS Insight / ServiceBridge CRM: Product descriptions are now sent to the CRM along with the associated data. Resolved Issues Contract PDFs: Products removed from a sub-area were still showing in the Complete tab. Fixed. Photo Field Save Error: Fields with unusual characters in the title were causing photo saves to fail. This is now resolved.

SolutionView 2.3.16 is here with key improvements to enhance your experience! We’ve made the Product Placement Tool more efficient. Previously, it was overloading hardware, especially with detailed drawings. Now, product placement and drawing generation should feel noticeably faster and smoother. We also fixed an issue with Sub-Areas. They weren’t properly populating into other parts of the app, but now they’ll appear as expected. As always, we appreciate your feedback and are committed to making SolutionView even better. Thanks for using SolutionView!

Update for the handling of final drawings during sending to cloud.

We’re excited to share the latest updates in SolutionView 2.3.14. This release brings several enhancements to improve your experience, including better project organization, enhanced drawing tools, and new CRM integrations. We’ve also addressed key issues to ensure smoother functionality. Read on to learn more about what's new. App Enhancements The enhancements below will apply to all users who install the most recent version of SolutionView. Area Display and Toggles in Project Screens The project setup, single-view, and comparison screens now feature improved area management. Each area now includes accordion functionality, enabling users to collapse or expand sections for better focus. Collapsed or expanded states will sync across project setup, single-view, and comparison screens. Areas can now be included or removed from the project total while retaining their previous status. Findings Screen Enhancements Photos now take priority over inspection details on the Findings Screen. Users can add additional photos to each area post-inspection. Areas without photos will now have placeholders to add them. Drawing Section in Navigation The drawing section now appears before the Inspection section. Initially, only the base image is shown until additional projects are created. Previous card-based UI has been removed for a cleaner experience. Drawing Unsync Enhancement Users can now unsync a project drawing while retaining the base as a starting point for modifications. Configuration App Enhancements The enhancements below require configuration through support at support@solutionview.com. Product Placement Tool Enhancements PNGs can now be added to the dynamic shapes section for placement within the drawing tool. Copy and paste objects functionality allows users to duplicate objects on the artboard via the bottom left toolbar. Form Field Type Drawing Preview Enhanced to support multiple drawings within the Drawing Section. Form Field Type Open URL New field type allows a custom title and URL that opens in the default browser. Area Ordering within Project Screens and PDF Area order can now be customized beyond the default inspect order for customer-facing materials. Product Ordering within a Solution Product order within solutions now reflects the admin-defined order. Ability to Hide Present and Drawing Sections from Appointment Companies can now hide the drawing or present sections within appointments. Commission Modification Commissions can now be set per project instead of globally, offering greater flexibility. PDF Functionality Progress on customization options for PDF page order, titles, page breaks, and custom PDFs. CRM Integration: HubSpot Integration SolutionView now integrates with HubSpot, linking to users' emails. Features include SolutionView Calendar syncs with HubSpot Deals. Form fields map to HubSpot custom fields. Appointment Send to Server action updates deal status. Standard and custom fields sync. Attachments including PDFs, drawings, and photos are added to HubSpot deals. JobNimbus Integration Updates Job status in JobNimbus now updates automatically when an appointment is sent to the server. Contract PDFs now include project names in file names. Fixes: Product Recommendations Quantities Resolved issue where sub-area product quantities were not adjusting correctly. Drawing in Solution Detail Fixed an issue where the drawing tab was not appearing in solution details. Share Presentation Resolved an issue where certain document and video presentations could not be shared. PDF Text Fixed text printing issues in the customer consent section of contract PDFs when content exceeded limits. E-Sign Failure After signatures were captured, if a user pressed the signing button again, the app could experience failure. We’ve addressed this by preventing users from accessing completed signatures.

SolutionView 2.3.13 Release Notes This update introduces significant enhancements to improve accessibility, flexibility, and user experience across the platform. For full release details, please visit the SolutionView Help Center that includes imagery and video walkthroughs. Send Customer Portal Link: You can now send a link to your customer’s portal before completing their appointment, giving them real-time access to updates like photos, inspection details, and presentations as the appointment progresses. Appointments now save incrementally in the cloud, and photos are sent to your CRM even before the appointment is officially wrapped up. E-Sign Improvements: The e-signature process has been completely redesigned for a smoother experience. It’s now similar to the Customer Portal interface, showing exactly where signatures will appear in the PDF while also reiterating contract details with your customer. Plus, you can now view the entire merged customer PDF in one place instead of navigating through separate documents Inspection Enhancements: Inspection forms have also been enhanced. Managing photos is easier than ever—tap the photo icon to see a grid view of all the images you’ve added to your inspection form. Drawing Enhancements: Drawing tools have received a major upgrade. There’s now a dedicated Drawing step in the navigation, making it easier to access. You’ll also notice greater flexibility in how you create and manage drawings, whether you’re previewing them for each project, importing drawings from external apps, or customizing them for specific areas or services. You can even create multiple canvases for different project needs or choose whether a drawing is included for each project. Build Presentation Screen: The Presentation screen has been reimagined and renamed to the “Build Presentation Screen.” You can now edit Introduction and Closing presentations, control which solutions and presentations appear during an appointment, and customize the order of both solutions and their presentations for a tailored flow. Presentation Enhancements: When presenting, updates to the queue make it easier to track your place, ensuring everything flows smoothly. Customize Product Quantity Display: Product quantities on contracts can now be customized further by using inspection form fields or setting specific labels. These updates make it easy to populate quantities dynamically for different sub-areas of your project. More Menu: To simplify navigation, we’ve consolidated several tools—like Exit Meeting, Files, Resources, and the new Send Portal Link—into a single “More” folder at the bottom of the navigation. Download Screen: The Download screen has also been refreshed. It now displays the size of downloads along with an estimated time for completion. Updates to Add Solutions Field Type: Enhancements to the Add Solutions field type for forms, making it more consistent and customizable. Titles match other section sizes, subtitles can now provide additional details, and area-specific guidance helps streamline workflows. Solutions can be displayed all at once or selected individually for greater control. Additional Enhancements: This release also includes various tweaks and styling updates across the app to improve consistency and visual clarity.

SolutionView 2.3.12 Release Notes We’re excited to share the latest updates in SolutionView! This release introduces key improvements to service product designation in Improveit 360 and enhancements to the Product Placement Tool to streamline workflows and improve usability. Service Product Designation in Improveit 360 For SolutionView users utilizing service appointments, there is now additional configuration for the “Install Today” option that enables products to be separated into two distinct sales in Improveit 360. This enhancement helps to better organize products that are installed that day versus those scheduled for future installation within the CRM. Benefits Include: Automatically separate products into two sales orders based on their installation timing. Ensures proper deposit collection for products installed today. Helps the back office with material allocation, payment processing, and scheduling future work. Note: This functionality is available upon request. Please contact SolutionView to enable it for your team. Product Placement Tool Enhancements Products Available for Artwork Now, when products are manually added to a project not present in Project 1, they will be included in the product placement tool to be placed on the drawing. This ensures that every relevant product is available for placement across all projects. Base Image Improvements We’ve made enhancements to better support third-party drawing applications. When images are modified during an appointment, those changes will now appear automatically in contract PDFs, streamlining the process and reducing the need for manual intervention. As always, we are committed to enhancing your experience with SolutionView. Please reach out if you have any questions or need assistance enabling any of these features. Let me know if you’d like to adjust any details!

We made a fix for generating drawing on complete page.

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

This addresses an issue with editing product quantities.

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.

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!

Fixed communication with ArcSite server.

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.