iOS Version Release Notes

Not sure if your software updates automatically? Check out this help desk article:

 Turn On Automatic Software Downloads

Version 9.3.5

Released 03/04/24

App Improvements

• Updated portal export filename for discounts & rebates to be named as such instead of Promotions
• Updated ServiceTitan integration when sending estimates: Set ID null by default for Estimate Item.

Version 9.3.3

Released 01/15/24

Minor bug fix

The issue: clicking a text box on the discount popup on the Option tab was causing content to move off-screen so you couldn't see anything on the popup anymore.

This issue has been resolved.

Version 9.3.2

Released 01/08/24

New Features and App Improvements

1. Optional Job Type filter for ServiceTitan business units (if you set up the job type filter, jobs will only come through to SBP if the job type in ST is a match)

2. New Ductless Layout report in Deal Manager for back-office users (Ductless Design Tools, New Enhanced Features)

Version 9.3.1

Released 11/27/23

New Features and Security Update (TLS 1.2)

1. Include the customer's name automatically in the proposal email subject by using {Customer} in the setup on the Company Configuration page. Please discuss feature with your CSS if you would like to implement in your app.

2. Security Update. TLS 1.2 is now used for all file access & outgoing API requests. Known issue: If a homeowner is using an old computer that doesn't support TLS 1.2, they will not be able to use the brochure links in the proposal email. Sales Rep would have to send the brochure PDFS as attachments in an email, using the Share button on the tablet for each brochure separately.

Version 9.3

Released 11/06/23

New Features and App Improvements

1. New equipment types can be quoted on the Option tab under Heating/Other

• Generators
• Water Heaters
• Fuel Tanks
• Water Tanks

Finance these items without any workarounds
Install kits can be added for any of these items when quoted on the Option tab

2. Management Portal home page navigation improvements

Version 9.2

Management Portal updates released 02/13/23

New Features and App Improvements

1. Added pre-populated discounts and instant rebates.

2. Includes new discount type for instant rebates.

3. Discounts and instant rebates can have categories for grouping (categories do not show on PDF)

4. Rebates can have categories for grouping. 

5. Rebate title and amount before/after labels now populate from custom settings, including an optional disclaimer. 

6. Equipment list price & line item discounts now show with the equipment section on the PDF if showing line item pricing. Applied Discounts separate section shows when hiding line item pricing. 

7. Price after discount (before instant rebate) can now be included on PDF. 

8. Added office note that includes price code on PDF (if the setting is enabled) - price code includes price before instant rebates are applied vs. price after instant rebates are applied. 

9. Accessory/Add-On PDF layouts have been enhanced. 

 

Version 9.1

Release includes support for SEER2, EER2 and HSPF2

Released 10/31/22

Sales Builder Pro Release 9 Notes

Release Date: June 20, 2022

To learn more about the Release 9 visit: What's Inside Release 9 (Link)

App Improvements

1. Accessory and Add-On Discounts are now "sticky"

• No longer cleared when changing the equipment or payment type
• Accessory & add-on pricing will adjust based on the payment type
• Accessory & add-on discount dollar amounts remain the same
• “No charge” items will remain no charge

2. Rebates are "sticky"

• Rebates now remain on the quote when you change items or pricing
• Percentage rebates are re-calculated automatically to reflect the new dollar amount

3. Brand NEW Notes tab

• Custom notes and final notes have moved from the Signature tab

4. Proposal settings moved to "Customize" popup

• Previously located on Signature tab / Final Notes popup

5. Customer signature will now be erased when Requested Install Date changes, or an option is selected and then deselected

• Previously, the customer signature remained on the proposal in those scenarios

6. Proposal & Form revisions show the  new date/time on the PDF

• Previously, the original proposal date showed

7. Renamed "Install Date" to "requested Install Date"

• The label can be customized in Management Portal > Custom Settings. See new features below for more information.

 8. Summary tab removed 

• All information from this tab has moved to the Signature tab

New Features

1. Name the proposal, name the options, and give option descriptions

How to set:

• Admins - set price book default: Portal > Custom Settings
• Users - set user default: Menu > Settings
• Users - set on a specific proposal: Signature tab > Customize

2. Compare multiple payment types on PDF

• Admins - how to set default compared payment types
  • Set financing option default comparison: Portal > Financing Options > Edit > Compare Default
  • Set cash default comparison: Portal > Custom Settings > Payment Options section > Cash Settings > Compare Default
• Users – set on a specific proposal
  • • Option tab: Select or de-select the circles under “Compare”

3. Custom settings for compared payment types

• Sort financing options from highest to lowest payment, or lowest to highest payment, with separate control to sort cash first or last
  • Admins – set sort order in: Portal > Custom Settings > Payment Options
• Limited comparison – do not allow certain payment types to be compared on the same option
  • Set financing option limitation: Portal > Financing Options > Edit > Limited Compare
  • Set cash limitation: Portal > Custom Settings > Payment Options section > Cash Settings > Limited Compare

4. Auto-select / recommend a specific financing program

How to set:

• Admins – set financing option default: Portal > Financing Options > Edit > Select Default

5. Designate a financing program as a leasing program

1. • Total price is not shown on the PDF
   • How to set:
     • Admins: Portal > Financing Options > Edit > Lease Program

6. Enhanced option summary on the Signature tab

• Present brochures
• Change payment type

7. Show equipment discounts by line item on PDF

• Disabled by default
• How to enable
  • Admins - set price book default: Portal > Custom Settings > Proposal PDF section > Show line-item equipment discounts
  • Users - set on a specific proposal: Signature tab > Customize > Show line-item equipment discounts

8. Custom label: Cash payment label

• Default label is “Balance”
• How to set
  • Admins - set price book default: Portal > Custom Settings > Payment Options section

9. Custom label: Install date label

• Default label is “Requested Install Date”
• How to set
  • Admins - set price book default: Portal > Custom Settings > Proposal PDF section

10. Show savings total in option comparison

• Shown by default
• Customizations
  • Show or hide section
  • Show or hide piggy bank icon
  • Set custom label
• How to set
  • Admins – set price book default: Portal > Custom Settings > Savings

12. Added option thumbnail icon on PDF

13. Added Discount section on PDF

14. Some existing user settings can now be controlled at the price book level in addition to user settings

• Show model numbers
• Include brochures with proposal
• Show line-item pricing
• Admins - set price book defaults: Portal > Custom Settings > Proposal PDF section

 

Fix - SBP updated to handle iOS V 15 - Version 8.2.2

• Resolved an issue where the signatures entered in the app did not print correctly in the proposal PDF
• Issue resolved: September 28,2021

1. The recent release of iOS 15 created a bug in the SBP app where the signatures were not printed correctly or were missing on the proposal PDF - only when the proposal had 2 signatures (customer & company)
2. Upgrade to SBP 8.2.2 as soon as possible (required)
• OPTION 1: Go to "View Schedule" in the app navigation menu. Click "Update App" at the top. Click the Update button in the app store.
• OPTION 2: Search "Sales Builder" in the app store. Click the Update button.
3. Fix the bad PDFs if you would like to correct the issue on old proposals (optional)
• Sign over the original signature on the Company signature line
• Email the PDF to the customer if they need a copy with correct signatures

Minor fix - Deal Manager - Version 8.0.3

• Resolved a minor deal manager issue.   
• Released June 11, 2021

New Features - Deal Manager - Version 8.0

To learn more about the new features visit the Online Learning Center: Deal Manager Section (link)

New Features for Office Users:

Search (New Way)
Enhanced Search capabilities
Manage Deal Separate Tabs
Deal - view deal notes, proposal PDFs, status, a summary of options quoted Forms - view Comfort Survey, Install Checklist, Site Survey, etc. Timeline - view timeline of activity that occurred during the sales call Documents - upload & store deal-related documents; customer acceptance emails, AHRI certificates, load calculations, etc. Install - view or export proposal notes, bill of materials, cost analysis, working hours, and install analysis
Back Office Email Banner
New Banner for the Back Office Email
Update Message on Search (New Way) tab
Message to alert users that all users must update to Sales Builder Pro 8.0 to enable Deal Manager

 

New Features available for Office Users AFTER all users upgrade their apps to SBP 8.0

Remote customer acceptance in the back office

• Choose an option
• Indicate that the customer accepted the proposal using one of the following methods:
  • Verbal acceptance (over the phone)
  • Email/Written acceptance
  • Signature on File (scanned document, Docusign, etc.)

Email the proposal to the customer from the back office

Proposal status selection

• Automatically marks proposals Accepted when the following conditions are met:

1. 1. At least one option is selected
   2. Office user enters remote acceptance (verbal, written, signature on file)
   3. Office user accepts their digital signature for company approval (validation)

• Automatically marks proposals as Obsolete when the following conditions are met:

1. 1. A new revision of the proposal is created by changing the selected options or status
   2. Office user accepts their digital signature for company approval (validation)

• Office user can manually change the status of a proposal to:

• • Accepted (requires a selected option, customer acceptance, & company approval)
  • Pending
  • Declined
  • Obsolete

Multi-Option Verification

• If multiple options are accepted (on the same proposal or across multiple proposals)
  • The web page shows a warning if more than 1 option is accepted
  • Office user can click to verify that is the correct number of options, and the warning will disappear
  • If multiple selected options were a mistake across multiple proposals, go to the incorrectly selected proposal and change the status to Obsolete

Proposal Delete Function

• Proposals can be deleted when created by mistake
• Delete is really a “hide” function
• Deleted proposals can be shown using the Show Deleted Proposals checkbox
• Deleted proposals can be restored

Deal Notes

• Office user can add notes regarding the deal as a whole
• Office user can enter Office # field

 

New Features for App Users:

Remote customer acceptance

• Sales rep can indicate that the customer accepted the proposal using one of the following methods: Verbal acceptance, Email/Written acceptance, Signature on file

Proposal status selection

• Automatically marks proposals Accepted when the following conditions are met:
  • • At least one option is selected
    • Customer signs on tablet OR sales rep enters remote acceptance
    • Sales rep signs on tablet for company approval (validation)
• Automatically marks proposals as Obsolete when the following conditions are met:
  • • A new revison of the proposal is created (change is made after the original proposal was signed)
    • Sales rep signs on tablet for company approval (validation)
• Sales rep can manually change the status of a proposal to:
  • • Accepted(requires a selected option, customer acceptance & company approval)
    • Pending
    • Declined
    • Obsolete

Multi-Option Verification

• If multiple options are accepted (on the same proposals or across multiple proposals)
• The app shows a warning if more than 1 option is accepted
• Sales rep can click to verify that is correct number of options, and the warning will disappear
• If multiple selected options were a mistake across multiple proposals, go to the incorrectly selected proposal and change the status to Obsolete

Proposal Delete Function

• Proposals can be deleted when created by mistake
• Delete is really a "hide" function
• Deleted proposals can be shown using the Show Deleted Proposlas checkbox
• Deleted proposals can be restored

Deal Notes

• Sales rep can add notes regarding the deal as a whole
• Sales rep can enter Office # field
• Enhanced Search Capabilities

• Search by Accepted, Declined or Pending jobs

Advanced Search Capabilities

• Search by Accepted, Declined, or Pending jobs
• Advanced search capabilities

Fixes - Version 7.3.1

• Resolved an install manager pricing strikethrough issue for iOS 13 users.   Please note the behavior was a display-only issue; the equipment price calculated correctly.
• Released August 9, 2020

New Feature and Improvement - Version 7.3

• Forms include an option to "Simply PDF". Form admins can choose to hide sections and questions on the completed form if the section or question is blank.
• Form admins can add Borders to selected sections in the PDF.
• Form sections can now have section background colors and borders. Each section can have its own color configurations. Note: this is a custom upgrade feature.
• Coil and Electric Heater price adjustments can only be made if a model is selected.
• Released July 24, 2020

Improvements - Version 7.2

• Performance improvements
• Timeline Bill of Materials Export now includes the Vendor field.

Fixes  - Version 7.1.12

• Fixes a crash that occurred when there was long miscellaneous text in accessories or add-ons.

Fixes - Version 7.1.11

• This includes a fix for special characters on proposal or form PDFs that were not displaying properly on the previous version of the app.

Improvements - Version 7.1.10

• Updated software to allow users running older generation iPads to continue using Sales Builder Pro. Please note that we recommend replacing your tablet every 3 years. We do not support tablets that are no longer supported by Apple. Please refer to this article for our recommendations:  How often should I replace my iPad?

Improvements - Version 7.1.7

• Performance improvements
• Released April 2, 2020

New Optional Feature - Version 7.1

• The official release of Install Manager Pro
• Learn more about Install Manager Pro.

Released November 4, 2019

Improvements - Version 6.0

• Configuration and quote capability for the new 5-ton Mitsubishi Electric Outdoor Unit
• Improved capability for Mitsubishi Electric P-series quotes
• When quoting Mitsubishi Electric MVZ/PEAD/SEZ room notes will indicate where SPTB1 is required.

Released October 8, 2018

Improvements - Version 5.1

• Form retention policy. Companies can configure how many days a form is stored on the tablet. Forms are accessible on the tablet for 90 days and indefinitely in the cloud. Forms downloaded from the cloud will be stored on the tablet for 90 days. Companies may request to have the number of tablet storage days decreased or increased. The number of days to store the form will be affected by the size of the tablet and the number of photos contained in the form. 
• "On Tablet" and "download" icons have been added to Forms on the Search screen and on the View Schedule screen. "On Tablet" form is stored on the tablet. Download pulls the form from the cloud. Downloaded forms will be stored on the tablet for 90 days (default) or the specified number of days.
• Companies may request to have the signature section on the proposal PDF be moved to below Terms and Conditions.

Released 8/28/2018

Improvements - Version 5.0.1

• Performance improvement when Quick Proposal feature syncs to the cloud.

Released 8/13/18

Improvements - Version 5.0

• Major performance improvements. We took a lot of "heavy-lifting" off of the tablet and moved it to the server. This change allows for major speed improvement, especially noticeable when building pre-configured systems.
• “Refresh” now includes progress bars for improved visibility of the download and upload of items to the tablet from the cloud.
• Software Update Available message alerts users when an update is available in the App Store. Message displays when the user views the schedule.
• User information and passwords can be changed in the My Profile section of the navigation menu.
• Added features to allow us to troubleshoot issues on your tablet; device information will be collected from the app; offline data popups have the option to email the information to us.
• Refresh will send proposals to the cloud and the back office email when changes have been made to a closed job, the changed proposal has been signed by the customer OR the sales rep AND the proposal has never been sent to the back office.
• Matched System BTU specs can be displayed when present.

Improvements - Version 3.0.6

• Added features to allow us to troubleshoot issues on your tablet; device information will be collected from the app, offline data popups have the option to email the information to us.
• Management Portal Sales Management tools now has an exportable user info report.
• App will message user if there is a software update available in the App Store; visible on the Schedule screen.
• Released 07/09/18

Improvements  - Version 3.0.3

• Improvements were made to the Quality Installation Checklist Photo feature
• Released 5/17/18

New Optional Feature - Version 3.0.1

• Quality Installation Checklist implemented
• Allows the user to attach photos, measurements, drawings to a Sales Builder Pro proposal
• Learn more about the feature here: Quality Installation Checklist
• Released 4/19/18

Fixes - Version 2.9.1

• In some cases, the entire final notes section was not displaying on the users tablet. This release fixed the issue.
• Released 3/19/18

Improvements - Version 2.8

• The Proposal PDF now displays Products/Services/Materials as headings if all equipment (selected on the Option tabs) total investments equal zero. This feature was requested by customers who frequently quote hot water tanks and other home improvement services.
• We've improved the email function of the app. The app will alert users of an "Invalid Email Address" when the email is not correctly formatted. i.e. june@imobile is incorrectly formatted. The user will also receive email notification when an email was not able to be delivered; "bounced".
• We've added additional information to the Check Versions function. The app version number displays in the Versions window. Offline Data progress will display documents that are being sent or need to be sent to the cloud.
• Released 3/12/2018

New Feature - Version 2.7

• Many of our customers are required to apply a sales tax on the entire purchase price. This release allows users to assign a tax percentage to a customer's quote. The percentage added can be preset and/or adjusted at the time of sale.
• Taxes and Fees by Line Item can be configured in Navigation Menu, Settings section.
• Released 9/11/17