New Features & Enhancements

Quote

• Updated the allowed adders on EverBright financing quotes, such that only EverBright approved adders can be used.

• Added new adder cost categories and created EverBright Approved adders and promos which show up in partner’s accounts when quoting.

Contract

• Updated the error messaging in contract and operations when a document fails to generate because no document templates are returned.

Operations

• Users can now reject milestones even when all required tasks are not complete.

• A new installer payments modal is now live, and it features a cost breakdown section showing all impacts to the signed install cost and total payment to the installer.

Settings

• Users can now control if they receive notifications from our test environment, Onboard. All test emails are turned OFF by default and can be turned on using a toggle in notification settings.

• Blocked the ability to add/remove or edit phase permissions on teams that have been granted special permissions.

Stability

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

• Resolved issue that was blocking the payments report email when there are special characters present.

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@goeverbright.com or attend our weekly basic & new feature training and office hours which are a great opportunity to get your questions answered: How do I Book live training?