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Enhancements

  • Ops enhancements: milestones  all workflows can now have associated milestone deadlines. Milestone deadlines can be configured based on contract signing, credit approval, or the prior milestone approval. If a deadline passes, the milestone cannot be submitted. The milestone owner (often the financier) can edit the milestone deadline for all milestones on a per job/milestone basis.
  • Enhanced re-sign modal: the re-sign modal has been updated to show a comparison of the originally signed quote vs the proposed re-sign quote, and calls out the direction of change in values.
  • New MyProposal metrics: additional metrics have been added to the proposal, including metrics for Year 1 values (solar spend, cumulative savings, adder name, adder price, utility bill pre- and post-solar) and cumulative 30-yr incentives.  In addition we have improved the monthly payments displayed for PPA and PACE products.
  • Pipeline performance & filters: the sales and ops pipeline filters have been adjusted to help with pipeline performance and loading speed. 
  • NEM 2.0 entry update: for homeowners who are already on NEM 2.0 rates, we have turned off the feature to enter monthly and annual bill cost. For these rates, users should enter the desired usage amount in order to calculate bill costs.
  • Extended session time: the auto-logout experience was improved to leave users logged in for a longer period of time before auto-logout.
  • Reporting: see Sighten Metrics - Ongoing Updates.

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