New Features & Enhancements

Settings - Project Templates

• Storage can now be set with or without backup capabilities to enable PowerShift-ready projects in Project Templates.

Quote

• The Rate Per kWh is now displayed in the Quote Summary Modal. The rate displayed in Live Details will adjust with the live project, and the rate displayed in Contract Details is the contracted rate. This is the “full” rate as opposed to just the solar rate and is inclusive of a battery on the project, given the input selection for quoting is Full Project.

Proposal

• Qualify Homeowners and Send Contracts from the proposal is now available for all organizations

  • Ability to complete the credit app from within the proposal

  • Ability to send the contract from within the proposal

  • Read the Step-By-Step Guide

• Added button to switch between multiple proposals from the proposal.

  • A new button in the proposal header allows you to switch to view another proposal on that job.

• Updated Proposal FAQ language to reflect new support hours (Monday - Saturday)

• Resolved bug on Proposal Phase and Contract Phase - Quote Table now properly scrolls without overlapping text on the fixed product name field.

Operations

• Resolved a bug where some workflows were stuck in Cancel Pending.

• Added a drop-down menu to select cancellation reason when initiating a cancellation.

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?