New Features & Enhancements

Settings

• 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

Proposal

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Proposal

• Made improvements to the PDF preview proposal view

• Added the following metrics: quote_monthly_payment_count, storageproject_monthlyracking_paymentmodel

Financing

• Improved accuracy of Mosaic payments

Project

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Added the following energy efficiency types to the project phase selection: pool pump, smart plug, smart power strip, smart meter, and package for total reduction input only.

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Project

• Made improvements to the speed of production calculation by calculating arrays in parallel

Quote

• Set a maximum install cost per watt to reduce errors on Quote Phase

Contract

• Added metrics to the data snapshot to ensure more complete job information is saved at the time of contract creation

Settings

• Enabled incentive blacklisting by financing type

• Added the ability to set a negative utility rate escalator

• Improved performance of user settings page especially for large organizations

Stability

We have been hard at work generally improving the stability of our platform. Some of the specific improvements are:

• Proposal

  • Improved functionality of quote table customization

• Settings

• Updated permission access for Employee ID field

Enabled the saving of a blank proposal email template

Project

• Reduced timeout instances on array calculation

• Settings

  • Fixed the issue of the default signer showing as available for inactive partnerships

  • Ensured that all proposal pages are available to copy into a new template for ease of editing and customization

  • Enabled the sharing of default lead sources to downstream partners even when not editable

  • Fixed the team assignment of transferred users when moving them to an upstream organization

• Metrics

  • Ensured that the metric system_capcaity_ac_kw populates correctly when requested with other metrics

See our release schedule to learn more about release timing and upcoming release dates.  

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