New Features & Enhancements

Performance

• Improved the speed of saving projects by re-calculating post project utility bills asynchronously

Settings

• Added the 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 buildupcreate 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

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

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, and package for total reduction input only.

• 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:

...

• 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 settings

  Proposal

  • 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.  

For questions about these improvements or anything else please reach out to our support team on chat or via support@sighten.io or attend our weekly basic & new feature training and office hours which are a great opportunity to get your questions answered: How do I attend in person training?