What is the SolutionView Admin?
The SolutionView Admin is the powerful web-based portal that gives you complete control over your SolutionView App. Designed for owners and administrators, it allows you to easily customize and manage critical aspects of your field operations, ensuring your team always has the latest information at their fingertips.
Key Capabilities of SolutionView Admin:
- Real-time Updates: Make instant changes to pricing, financing options, and discounts. Once saved, your configurations are immediately available to all users on the SolutionView App—no more manual updates or delays.
- Tailored Field Operations: Define precisely what your field representatives ask and inspect at each customer property. This ensures consistency and thoroughness in every customer interaction.
- Centralized Data Management: The Admin acts as your hub for all SolutionView data, streamlining workflows and ensuring accuracy.
Features Designed for Your Success:
- User & Permissions Management: Assign roles and control access for each employee, empowering specific teams while maintaining data security.
- Seamless CRM Synchronization: Integrated with GPS Insight, SolutionView Admin automatically pulls in all essential information, including products, services, discounts, and custom and standard fields, ensuring a cohesive data workflow.
- Flexible Pricing Management: Create, maintain, and assign an unlimited number of pricing lists to cater to your company's diverse needs.
- Comprehensive Financial Configuration: Easily populate tax rates, financing options, and discount structures so your field reps can present accurate, final project prices on the spot.
- Customizable Document Inclusion: Add location-specific documents to be included with the standard SolutionView PDF proposals.
- Automated Proposal Generation: Every completed appointment automatically generates a detailed proposal PDF. This, along with all appointment photos and project details, is securely saved to the SolutionView cloud.
- Controlled Customer Presentations: Curate the presentations, solutions, and issues available within the SolutionView App, ensuring your field team delivers consistent and professional customer experiences.
- Automated Notifications: Set up distribution lists to automatically notify relevant personnel in your office each time an appointment is completed.