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  • Added the ability to create commission models based on market or lead source set on a given job. The estimated commission payment is viewable in the quote phase, and is calculated with every quote.

  • Improved UI of settings when updating proposal templates

Quote

  • Added Gross Monthly Payment as a view option in the quote table

Proposal

  • Added new metrics to the quote menu: solar_monthly_payment, storage_monthly_payment, avg_solar_rate_per_kwh_year_1

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  • Added the following energy efficiency types to the project phase selection: pool pump, smart plug, smart power strip, smart meter, Package (general reduction), Added the ability to see the sunroof coverage on a designand package for total reduction input only.

  • Removed the Alignment input for manual project design.

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