SolutionView 2.3.12 Release Notes

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!