New Features & Enhancements
Performance
Improved the speed of saving projects by re-calculating post project utility bills asynchronously
Settings
Added ability to transfer a user with their jobs and all data from one organization to another. This is restricted to transferring users between organization in a Pro subscription account
Added state dropdown to organization settings
Proposal
Allow users to email proposal without organization address
Financing
Updated Loanpal Integration to use Loanpal V2 API’s
Project
Updated monitoring capabilities to control the equipment in your account, setup default pricing, and quote the line items directly through cost buildupthe ability to create commission models based on market or lead source. The estimated commission payment is viewable in the quote phase.
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
Financing
Improved accuracy of Mosaic payments
Project
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 design.
Removed the Alignment input for manual project design.
Stability
We have been hard at work generally improving the stability of our platform. Some of the specific improvements are:
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Ensure Energy Efficiency adders are not included in ITC calculations
Proposal
Fixed issue with tables formatting incorrectly
Ensure PDF Preview matches PDF download exactly
Settings
Added state dropdown to organization settingsProposal
Improved functionality of quote table customization
Settings
Updated permission access for Employee ID field
Enabled the saving of a blank proposal email template
See our release schedule to learn more about release timing and upcoming release dates.
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