SolutionView 2.0.18 Release Notes

Updated Customer Info Screen

We've spruced up the design for a more uniform look across the app, making it easier on the eyes while capturing customer information.

Revamped Payment Screen

The new layout of our Payment Screen is more intuitive than ever. With a clean overview of project details, payments, and project balance, closing deals just got smoother.

Introduce Default Presentations to Forms

You can now add default educational presentations to any form. Whether you're explaining the cause of an issue or presenting a high-level overview service types, assign presentations that can be used to enlighten your customers.

View Products Prompt

With this setting enabled, and during the presentation after each solution presentation, sales reps will now be prompted to go over the corresponding products, offering a tailored, step-by-step experience for the customer.

Customer-Centric View Products Screen

No longer just a setup screen, the View Products Screen now prioritizes customer interaction. The focus is on customer choices, but with an edit option still available for sales reps.

Recommended Solutions from Project Goals

If you're leveraging our new Project Goals feature, you’ll find it that added solutions solutions right now appear in your Project Setup as a recommended solution if it isn’t added during the inspection.

Customer Why Enhancements

Choose to only display answers in the 'Customer Why' field. A more streamlined look is just a setting away.

Fixes and Tweaks

A rare issue in pricing lists that would cause the app to crash when adding products has been resolved.

Aesthetic upgrades in various areas of the appointment