Guided contractor experiences.
SolutionView walks your sales reps and your homeowners through the same great appointment, every time. From the first question to a signed proposal, on one tablet at the kitchen table.
In use in more than 1,000 homes a day, across a network of 130+ independently owned dealers.
Your sales process, not ours
Every company inspects, presents and quotes a little differently. SolutionView was built to be configured around the way you already sell, so your reps run your process, just more consistently.
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Overview
The appointment details and the customer interview. Who the rep is meeting, what they called about, and the questions you want asked in every home.
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Drawing
A drawing of the property with your products placed on it. Measurements and quantities come straight off the drawing.
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Inspect
Your inspection forms, digital. Each finding is tied to the products that fix it, so the proposal builds itself while the rep inspects.
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Present
Only the presentations that match what was inspected. The homeowner sees why the fix matters before anyone talks about price.
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Projects
One or more projects, tiered options, financing, a branded proposal, signature and payment.
Configured once in SolutionView Admin
Every one of these areas is refined per company in SolutionView Admin: your forms, your products and pricing, your presentations, your proposal layout and your financing plans. Publish a change and every tablet picks it up. Two companies can run the same app and have completely different appointments.
For sales reps: the whole appointment, one app
The entire appointment happens inside SolutionView. No swapping between apps, no paperwork to type up afterward, and the same quality appointment whether it is the rep's first week or their tenth year.
In and around the home
Everything the rep needs for the appointment is in one app, and the homeowner follows along on the same screen. Reps move through it however the conversation goes. Pick a part of the appointment to see it on the tablet.
Customer interview
Your questions, asked the same way in every home. Answers can be summarized for the rep and carried into the proposal.
Inspection
The rep works through your inspection form with photos, measurements and notes. Findings fire the products that fix them.
Photos
The rep photographs what they found and marks it up right on the tablet: arrows, circles, a note on the crack or the water line. The annotated photos go into the proposal, so the homeowner sees exactly what the rep saw.
Drawing
A site drawing with products on it. As products are sold the drawing updates, and the rep can sell straight from the drawing screen.
Visualization
Your products rendered into photos of the customer's own property, so they see the finished job, not a brochure.
Presentation
Only the material for what was inspected. No forty-slide deck.
Dynamic proposal
One or more projects, a comparison screen with tiered options, prices that update as the homeowner chooses, financing applied on the spot, then signature and payment on a branded proposal PDF.
Before any of it starts, the appointment is already on the tablet. Your CRM sends it over, and when the rep is done, the CRM gets the result back. No double entry.
What reps get in the field
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AI summaries
Interview answers summarized into a clear picture of what the homeowner wants, for the rep and for the proposal.
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AI visualization
Your products placed into photos of the customer's home or property, generated during the appointment.
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AR room scan
Scan a room and get its dimensions without a tape measure. Apple devices.
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AR surface scan
Scan a surface such as a floor or driveway and get the measurement into the drawing. Apple devices.
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Dynamic presentations
Presentations are chosen by what was inspected, so the homeowner only sees what applies to their house.
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Drawing with dynamic products
Products on the drawing are the products on the proposal. Change one and the other follows.
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Right-sized options with financing
Three options on one page, prices that update as the homeowner adds or removes work, and a monthly payment next to every option based on the plans you offer.
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Photos and a branded proposal
Photos from the inspection land in the proposal. The proposal PDF is laid out per company, with your logo, your sections and your terms.
What sets it apart
- The whole appointment lives in one app. Most tools are a quoting app with a presentation bolted on. SolutionView holds the interview, inspection, photos, drawing, presentation and proposal together, so the quality of the appointment does not depend on which tools the rep remembered to open.
- Findings drive products. The proposal is built during the inspection, not typed up at the truck afterward.
- Drawing, visualization, pricing and signature in one app. Not a photo tool, a measuring tool and a quoting tool held together by the rep.
- Built by a contractor network for its own dealers. Used in the field every day before it was ever sold to anyone else.
For the office: everything flows back
What happens in the field updates your CRM the way your office needs it, automatically. The appointment, the proposal, the photos and the sale show up where your team already works.
Inside sales
Open any proposal from the field in the browser, adjust it and send it. No tablet needed, no re-entering the job.
Reporting
See appointments, proposals and results by rep, by office and by product, so you know what is being presented and what is closing.
All proposals
Every proposal from every rep in one place, searchable, with the photos and the PDF attached.
Financing plans
Set up the plans you offer and their eligibility rules once. Reps see the right monthly payment on every option without doing the math.
Products, pricing and proposals
Your product library, pricing, discounts and proposal PDF layout live in SolutionView Admin. Publish, and every tablet is current.
Brand integrity
Every rep, at every location, presents the same way. No rep-built slide decks, no stale price sheets.
Integrations you can set up and configure
CRM
improveit 360
Salesforce
Vonigo
GPS Insight
JobNimbus
HubSpot
Dynamics 365
Business Central
SolutionView does not require a CRM to run appointments.
Measurement and drawing
ArcSite
magicplan
Conversation intelligence
Rilla
Siro
Automation
Zapier
Each integration is configured per company in SolutionView Admin, so the data lands where your office expects it.
Works on Apple and Android tablets
Reps can run SolutionView on iPad or Android. A few features rely on Apple hardware and are available on Apple devices only: AI summaries and AR inspection (room scan and surface scan).
Built for how your company is put together
SolutionView runs single-location companies, dealer networks and franchise systems today. The app is the same. How it is configured, and who controls what, is not.
Independent companies
One company, one process. You set up your products, forms, presentations and proposal once, and every rep runs the same appointment. When you change a price or add a product, it is live on every tablet the same day.
Networks
Independently owned companies that share products, training and a sales method. The network sets the baseline in SolutionView Admin. Each member company refines pricing, forms and presentations for their market, without drifting from the method that works.
Franchises
Brand consistency is the point. The franchisor controls the presentations, the proposal and the product line. Each location gets the pricing and local options it needs, and the home office can see every appointment across the system.
We have onboarded all three, and the setup conversation starts with which one you are.
Interested? Here is what it takes.
Onboarding takes some time, because we set SolutionView up around your process rather than handing you a blank app. Four things let our team move quickly.
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Your product list
A title and description for each product, and how each one is priced: per unit, per foot, per square foot, flat, or tiered.
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How you inspect today
Your current inspection forms, whether they are paper or PDFs. We rebuild them in SolutionView and tie each finding to its products.
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An example proposal
The PDF proposal or quote sheet you hand customers now. Your SolutionView proposal is laid out to match it.
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Your CRM
Which CRM you use and what your office needs from each appointment. If it is on our list, the connection is configured during onboarding.
Built by contractors, for contractors
Supportworks built SolutionView after its own dealers asked for help closing more deals at a higher average ticket. It has been refined in the field ever since, by people who still run appointments, and it is now available to other home-service companies and networks.
When your reps hit a growth problem, it is usually one we have hit too. That is what keeps the roadmap honest.
See it at your own kitchen table.
A live demo takes about 30 minutes. Bring a real job and we will run the appointment with you. Tell us a little about your company and we will reach out to set a time.