SolutionView

As a contractor, you just know when your tools are designed and built by people who actually use them. You don’t have to fight them; they just work—the same way, every time. The same goes for sales software. You want something that will simplify and standardize the appointment, so every customer has a positive experience—the same way, every time.

SolutionView simplifies, standardizes, and maximizes each sales and service appointment.

Features

Homeowner Education – SolutionView helps walk the customer through the causes of their problems, so they can understand why you’re recommending the full suite of solutions your company offers.

Automated Solutions – When you ask questions like, “Are you interested adding a rain sensor to your system?” and the customer says, “Sure!” – Your company’s preferred rain sensor is automatically added to the Options Page.

Findings – Once the inspection is complete, the findings section helps the user share with the customer all that they’ve found, the cause, and what solutions are needed. SolutionView makes it easy for a customer to express interest in solutions, and lets them add them to the options page without commitment to purchasing.

Presentation - For larger projects, use the presentation feature to walk through the different solutions available to them. Each presentation has a follow-up area where they can continue to learn more or add to solution to the options page.

Tiered Options and Right-Sizing – SolutionView provides three project options for the homeowner to see all that is possible. The options page allows for them to compare projects without the need to leave the screen. The power in this page is that the homeowner can choose & select themselves! As selections are made, prices change. If you offer incentives or financing, apply those right to this page so that the customer see those in consideration into their final project selection.

Proposal and Payment – After the presentation, the homeowner is presented with a professional branded proposal and payment can be taken.

The guided experience that SolutionView provides from start to finish of an appointment is unmatched and will go a long way for consistent experiences of your company’s brand and overall customer experience. SolutionView users immediately see their closing percentages and average ticket size go up.

We’re excited for SolutionView to assist and guiding you in delivering remarkable experiences for your customers.

Recent changes:
Fix to Files feature where documents weren't opening properly in recent version.