SolutionView 2.3.17 Release Notes

The latest version of SolutionView 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 customize these, 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.