SolutionView 2.1.5 Release Notes
Enhanced Product Placement Tool
Shape Libraries
Elevate your drawings with architectural shapes like stairs, doors, and appliances. Provide additional context and detail, making it easier to visualize the placement of products near these elements.
Photo Placement
Bring your drawings to life by adding photos directly or using a camera icon to associate multiple images. This feature also allows you to present areas to your customers through a photo slideshow.
Product Placement Improvements
Streamline your workflow with the ability to add new lines or areas without exiting the product placement mode. This update simplifies the process of placing products, by now included an “Add Area” or “Add Line” button in the bottom right within the product placement mode.
New Automation Capabilities
Global Field Values
Enhance form efficiency by filling out a field once and making it visible across other forms. This feature allows for seamless integration of inspection values and other relevant data, facilitating automation and reducing manual entry.
Project Total Automation
Leverage the project total to automate processes, such as permitting, based on the project size. This addition provides a more dynamic and responsive automation capability, tailored to your project needs.
Presentation Enhancement
Force Solution Presentations
Ensure that specific solutions, whether added, declined, or hidden, are presented according to your company’s customizations. This feature guarantees that your presentations always align with your strategic approach.
Contract Enhancements
Contract Groups
Gain clarity in project cost breakdown by categorizing products into groups such as materials, permitting, and insurance. This transparency helps customers understand their investment distribution more clearly.
Product Images & Signoff
Elevate your contracts with product imagery and a new signoff feature for these images, enhancing transparency and reducing potential disputes by confirming customer approval on product details.
Commission
Introducing the ability to add sales commission to a project. With this new feature, it includes flexibility in commission calculations with the ability to set custom project commission, either as percentages or fixed amounts. Tailor how commissions are included in the project by setting them to blend into the project or as an itemized line item.
Hide Products from Contract
Customize how products are presented to your customers, with the option to hide specific items from project screens and contract PDFs. This feature is ideal for managing visibility of labor costs or other unique items in a discreet manner. This feature is not recommended if you display itemized pricing to your customers.