New

To enable you to send clearer, more customised comms to your Customers, we're introducing new SMS notifications and configuration options.

New SMS notifications:

• Job Reminder - Sent 24 hours before the scheduled Job date.
• Job Submitted - Sent once the Installer has submitted all required Tasks.
• Job Cancelled - Sent after Reassign Installer, Cancel Job, or Close Project actions are taken in Console. This SMS is distinct from the Job Closed SMS.
• Commissioned SMS (only for Installation and Asset Replacement jobs) - Sent after Review artefacts, Update Asset serial numbers, and Upload regulatory document Tasks are completed. In an upcoming release, we'll also be adding in the ability to include a link to the Customer's welcome pack in this SMS.

New configuration options:

• Set company profile flag - Add your company name, support phone number, and support email address, so these details can be used across all your SMS comms to quickly customise them.
• Skip SMS comms flag - Skip individual or all transactional SMS comms, including those for Jobs managed through our Installer app.

Improved

• We updated the Onboard Customer Site task to make what happens post task clearer.

For this release, we focused on important backend updates to support a major new enhancement coming soon.

New

We’ve added support for three new Government battery rebate initiatives, effective from July 1, 2025:

• Cheaper Home Batteries Program: Provides an upfront discount on eligible battery-storage systems with a usable capacity of between 5 kWh and 100 kWh.
• Western Australian Battery Scheme Rebate: Offers rebates of up to $1,300 for Synergy customers and up to $3,800 for Horizon customers.
• Western Australian Battery Scheme Loan: Provides zero-interest loans of up to $10,000 for Synergy and Horizon customers.

To learn more, see Government support options.

We've also introduced three new Flags to streamline onboarding and Job distribution:

• Job assignment defaults: Skip 'Assign Job to Installer and App' Tasks (such as Assign Site Inspection to Installer and App), by setting a default Installer company and specifying if the App should be used.
• Set default Customer class: Choose the default Customer class that's automatically applied when a new Customer is created. This should be configured as a System Default to apply during onboarding.
• Set default Project class: Choose the default Project class that's automatically applied when a new Project is created. This should also be configured as a System Default to apply during onboarding.

Improved

• The System Manual template for Asset Replacement Jobs now displays both decommissioned Assets and the new Assets installed at the Site.

Fixed

• In Pricing Manager, you can now create SKUs under the fee_service subcategory.
• In the CX module, you can now set criteria that determine whether the Environmental Impact block is shown to Customers.

Improved

We’ve improved how Customer mobile numbers are handled to ensure only verified numbers are used for communications via the Installer app. These changes help improve compliance with Customer contact practices.

• In "Confirm Job" tasks (such as Confirm Site Inspection), Operators will now see a warning if the Customer’s mobile number is not verified. If the Operator proceeds without verifying the number, the Installer app will be blocked from initiating Customer communications (e.g. SMS notifications or calls).
• The is_verified field is now exposed in the v1 Project API, allowing mobile verification status to be passed in when leads are created via the API.

Improved

• When you log into the Platform, clicking 'Console' will take you directly to Console home.
• Principal Admins and Principal Operations can now change a Customer's Default Prime Contractor from their Customer record, as long as the Customer doesn't have any running workflows.

Fixed

• In the Installer app, some Tasks were appearing without a due date. This has been fixed.

New

We've introduced two new Flags to give you more control over Job workflows:

• Scheduling lead time: To ensure sufficient preparation time for Jobs, you can define the required lead time (in days) before a Job can be scheduled in the Installer app. Importantly, this lead time doesn't apply when rescheduling Jobs.
• Skip "Follow-up Installer" tasks: If reminders to follow up with Installers aren't required for your process, you can use this Flag to disable follow-up tasks. When it's on, tasks will not appear when:
  • An Installer hasn't accepted the Job within two days of assignment.
  • An Installer hasn't submitted Job forms within two days after the scheduled Job date.

Improved

• You can now query workflow tasks - both historical and open - via our GraphQL Query Explorer. This makes it easier to extract task-related insights across all workflows.
  • Please note, workflow tasks are continuously optimised over time, so queries should be built with the flexibility to account for changes (e.g. task name updates).
  • To view available fileds and structure your query, see Tasks in GraphQL.
• We’ve changed how the active Job is determined within a Project. The active Job is now defined as the most recently updated Job that is not closed. Previously, the logic allowed a closed Job to be marked as active, which could lead to unexpected behaviour, especially in Service projects. This change ensures more accurate tracking of stages and states across both Sales and Service Projects.
• We've updated Product sets to include EV chargers. Product sets allow you to define the set of Products available to a Class. Now, in addition to Panels, Inverters, and Batteries, you can also select EV chargers when creating one. For more, see Manage product sets.

New

• We added a new rebate type to allow you to offer your Customers Solar Victoria's Solar panel (PV) rebate (part of their new Electrification Grants program). To learn how to set it up, see Government support.

New​

As mentioned in the v2.19 release notes, we’re switching from one Project type to two to simplify project management and make the Platform more flexible. In this release, we’re officially launching these new Project types — Sales and Service.

Sales projects

You can use Sales projects to organise any Quotes, Site inspection jobs, and Installation jobs that are needed when selling solar, batteries, EV chargers, and other electrification assets. They’re similar to our previous Project type.

Service projects

You can use Service projects to provide post-installation services to Customers. In the Platform, they replace Rectification jobs. They enable you to loop through manufacturer investigations, internal reviews, and multiple Site visits to complete a Service request. Service projects include two new default Job types that are available both on-app and off-app.

• Audit - to investigate one or more reported issues on site, such as for quality assurance or to investigate a system performance issue
• Asset Replacement - to facilitate replacement of 1 or more assets on site under warranty or workmanship claim

In addition, in Service projects you can assign a Job to a Prime that’s different to a Customer’s default Prime. For example, you can assign it to a third-party auditor. This is done via the Create Service request task

Custom Job types

Along with our changes to Projects, you can now configure custom Job types to match your own business processes. These Job types can include custom doc templates, Installer app forms, and Task review forms. For more on setting them up, speak to the Customer Success Team.

Improved​

• On Sales project records, you can now see the Task review history for all Quotes created for that Project. This should give all teams better visibility of a Project's history.
• When a Site contains an active Project of another type, a warning will appear at the top of relevant Tasks and on Project records. These warnings don't block Operators from any actions, but should provide helpful context when scheduling Jobs or managing multiple primes.
• In Console, Service project stage and status tags now have a background colour.

Technical updates​

This release includes updates for integrated CRMs:

• Changed values sent to CRM for si_outcome
• Removed installation ready event
• Replaced order created event with jobCode started
• Removed order_number, order_id, order_status fields

Improved

• We moved the workflow settings that were in the Inputs tab of the Pricing manager into the Class manager. This puts settings all in one place and should make configuring them easier.
• We updated the Projects tab in Home so you can now filter by Project type.

Fixed

• In the Installer app, there were inconsistencies with data loading and issues with push notifications. These have both been fixed.
• In the Customer UI where they can download information about their installed system, the Single Ling Diagram (SLD) doc wasn't loading properly. This has been fixed.

New

To simplify how you manage Projects and enable us to extend the Platform to manage more Job types, we're switching from using a single Project type to two — Sales projects and Service projects. These are just what they sound like:

• Sales projects are used to organise the Quotes, Site inspection jobs, and Installation jobs that are needed when selling a product to a Customer.
• Service projects are used to organise any Rectification jobs that are needed when providing a post-installation service to a Customer.

In line with this change, we updated the names of the existing Projects in your environment:

• Projects with Quotes, Site inspection jobs, and Installation jobs are now Sales projects.
• Projects with Rectification jobs and a Quote or other Job type are now also Sales projects.
• Projects with only Rectification jobs are now Service (Legacy) projects.

Importantly, apart from their name changes, these projects function exactly the same way.

In an upcoming version, we'll be releasing changes to Job types. When we do, we'll retire Service (Legacy) projects and start using Service projects. More on this soon.

Improved

In the Finance requests app, to help you find what you need faster, we added a search box as well as date requested and last updated fields. For more, see Manage finance requests.