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New Features & Enhancements

Contact

  • Made usability improvements to make contact information editable on click

Operations

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Made usability improvements to the comment feed - maintaining URLs and wrapping long text strings

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Added a webhook event for change order status

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Added deadline notifications for operations workflows

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Operations

  • Created a wehbook for change order from operations phase that fires on status updates to the document: generated, sent, signed, and voided.

Project

  • Added ability to set array type for accounts using PV Watts

API

  • Added the following metrics to the data snapshot: contract_id, gross_payment_yr[26-30], incentives_rbt_f_amount_[1-3], incentives_rbt_f_name_[1-3], incentives_rbt_i_name_[1-3], incentives_rbt_s_amount_[1-3], incentives_rbt_s_name_[1-3], incentives_rec_f_amount_[1-3], incentives_rec_f_name_[1-3], incentives_rec_i_name_[1-3], incentives_rec_s_amount_[1-3], incentives_rec_s_name_[1-3], incentives_stc_f_amount_[1-3], incentives_stc_f_name_[1-3], incentives_stc_i_name_[1-3], incentives_stc_s_amount_[1-3], incentives_stc_s_name_[1-3], monthly_payment_yr[0-30], payment_monthly_discount, payment_monthly_discount_count, production_month_[1-12], quote_external_program_end_date, quote_other_subtotal, regular_credit_address_address_line_[1-2], regular_credit_address_city_name, regular_credit_address_state_abbreviation, regular_credit_address_zipcode, regular_credit_contact_name_[1-2], system_inverter_models, system_module_models, utility_rate_pre_yr[21-30], contact_signer_email_[1-2], contact_signer_phone_number_[1-2], gross_monthly_payment, gross_payment_yr[1-25], regular_credit_product_result_expiration_date_1

Financing

  • Updated the contract workflow to send more data fields to the Mosaic portal

Stability

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

  • Quoting

    • Restricted the Fixed ability to use cost buildup when fixed cost inputs are required for select products

    Contract

    • Fixed issue with the energy efficiency quantity metricedit an inactive install cost field causing a mismatch on the quote solver when using cost buildup

    • Ensured users cannot add adders with 0 or negative quantities

  • Operations

    • Fixed issue for rejected task only visible to workflow owner to show that the milestone is not approved.

    • Fixed issue to ensure rejected tasks only visible to the workflow owner appear as rejected tasks in the rejected milestone email notification

  • Qualification

    • Improved URL handling in comment feed

    • Ensured user is able to update Legal address and names

  • Settings

    • Verified that create button is disabled when user has not filled SKU field while adding battery

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 live training?