SolutionView 2.0.12 Release Notes

Feature Summary

Findings: Access the full inspection form by pressing the pencil icon. Make quick changes that can impact automation. For example, a color or style option on a product that the customer wants to choose.
Project Minimums: You can now enforce project minimum requirements on the total project and area levels, ensuring that all necessary criteria are met.
Financing Plans Selector Feature: The financing grids now consider deposit requirements, providing more accurate calculations for financing options.
Job Information PDF: The Job Information Page has been enhanced to include details from inspect forms, giving you a comprehensive view of project information.
Drawing: In the complete section, you can now add a recommended drawing, making it easier to communicate and visualize project recommendations.
Contract PDF: User information specified in the user settings now displays in the Prepared by section of the contract. Additionally, a new feature allows a copy of the contract to be sent to the salesperson each time the appointment is completed.
Product Discount Functionality: You can now create discounts that specifically apply to products in specified categories, allowing for more targeted pricing strategies.
CRM Integration Enhancements: For i360 integration users, a SolutionView Comment is created each time the appointment is marked as Sold or Pending. All CRM integration users now have the ability to customize result status titles and choose which status updates are sent to the CRM appointment.
UI/UX Updates and Bug Fixes: We've made several styling enhancements and addressed various bugs, improving the overall user experience and ensuring a smoother workflow.

Feature Details

Access Full Inspection Form from Findings

Press the pencil icon to open and edit the full inspection form.

Project Minimum

Add a blanket minimum that is tied to a product in your master list.
As the image below shows, there is a project minimum of $1,500 minimum. Since the total doesn't meet the requirement, the minimum kicks in. The minimum is tied to the product titled, "Mobilization", and you'll see the total for the minimum totals the delta between the current and final total.

Form/Area Minimum

Add a blanket minimum that is only related to form/area
This feature acts much like the project minimum, but is specified to a specific form/area

Deposit Requirements on Financing Grid

When deposit requirements are set, that requirement will be subtracted from the current project total and will make the estimated payment total more accurate.

Enhanced Job Information Page

Populate fields from your inspection forms onto the Job Information Page.
Oftentimes, this page is used as a handoff document to installation crews.

Recommended Drawing

If you want to provide your customer with a drawing that includes products or services that were not included on the sold proposal, provide a recommended drawing for the later consideration.

Sales Rep info on the Contract PDF

The contact information that exists in the user page is now placed into the Prepared by section of the Contract PDF.

Send Copy of Proposal PDF to Salesperson

All documents that are included in the document packet that are to be sent to the customer can now be sent directly the sales rep each time the appointment is sent to the solutionview cloud.

Category Specific Discount

Create a discount that only applies to products with a specified category. In the example below, the company may be running a promotion on concrete repair. When this discount is applied in the project, it will only take 5% off of products that are categorized with "Concrete Repair".

SolutionView Comment in i360

i360 Quote Object from Pending Appointment

i360 Sale Object from Sold Appointment

Customize the status updates to the CRM and customize status titles in SolutionView

Map these status' in your CRM
Customize the titles in SolutionView to articulate use or to draw consistency to your CRM