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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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.  

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?