SolutionView Tablet 4+
Guided Contractor Experiences
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 2.3.25
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.
Ratings and Reviews
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
- 33.3 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