New Features & Enhancements
Search & Filters
Quickly finding your lead is super important! We have added the following improvements to this process:
- Filters to find deals that match specific criteria such as who created them or what phase they are in
- Improved user experience for search by ensuring you can use ENTER as a shortcut
Project
We have made multiple improvements to the project design experience:
- Charts interface improved by ensuring all charts load without refreshing the page
- Ensure all actions on Energy Efficiency and Storage equipment re-evaluate pricing for previously created quotes
- Update the logic to calculate the "Typical Day" usage profile for improved storage savings accuracy
- Ability to add battery models to your organization without needing to know the SKU
Cost buildup
Ensuring you get all of the detailed costs correct for your quote is very important and we are working to make it easier for you every day. Improvements from this release include:
- Added additional units: $/panel, $/array, $/inverter
- Alphabetize additional costs
- User experience update for easier editing
- Changes to a project cause the re-evaluation of quote information based on the units you chose
- Bill of Materials (BOM) is now fully available in the quote summary
Demand Management
We have added the ability to use demand management in applicable utilities, to ensure highest savings for homeowners by capping the usage during peak periods and shifting it to other times. This functionality is now in Beta. Please reach out to support@sighten.io with any inquiries.
Incentives
We are committed to getting you to the most accurate savings numbers and have been updating our incentives calculations to ensure updated the following incentives
- HI RBTSTC
- IL SREC
Notifications Proposal
We have made multiple improvements to the project design experience, including system capacity data display and flexibility with project deletion:
- Send emails for due dates
- Allow updating these settings
Channel Management
- Sharing of proposals on invite
- Add signers to doc from CM
Cost buildup
- Added additional units: $/Hr, $/w, $/panel, $/array, $/inverter
- Alphbetize additional costs
- Minor ui enhancements for easier editing
- Invalidation
- BOM in quote summary
Quoting
- Sunnova Error handling
Proposal
- Comparable values
Project
- Charts no need to refresh
- Invalidation
- Storage typical day updates
- Add batteries without sku
Filters
- Added filters for all orgs
- Current milestone filter improved
Financing
- User request improvements
Search triggering new leadadded a feature to allow you to specify the number of years for savings calculations and cash flows for all of your proposal templates. You can set the comparable term to 20, 25, and 30 years as well as to the value of 'Contract Term', which automatically determines the longest term of the quotes included in the proposal and calculates the savings and cash flows dynamically.
Financing Integration
- We have improved the experience quoting integrated financing by allowing either the user who created the deal, or the user taking a specific action to be the owner of the deal in the corresponding financing system. This means less user admin setup for you and a smoother quoting process!
- Improved communication on errors from external systems
Channel Management
Managing your channel partners is now easier!
- You can now add a user from the either the channel manager or the channel partner to be the signer on contracts
Release 06/27/2019
See our release schedule to learn more about release timing and upcoming release dates.
For questions about these improvements or any others please reach out to our support team on chat or via support@sighten.io