For this release, we focused on stability and performance updates, as well as essential backend prep for an upcoming major enhancement.

New

• You can now view Project stages, states, and related events in your integrated CRM, which means more contextual info and less context switching.

Improved

• We removed the deprecated Order number from all Customer UIs and the Supplier csv and replaced it with the Job reference number.

Improved

• You can now edit a Site's NMI and Retailer directly from the Site record

Fixed

• On the Quote record, the Open in Atlas button in the System design section wasn't working. This has been fixed.
• On the System design task, Atlas would sometimes not save the panel layout. It now saves it consistently.
• Issues with the Update job quote and Rectification workflows were causing incidents. These have been resolved.
• Some Rectification workflow tasks were not appearing in the Project record's Workflow section. This has been fixed.

New

• When a Job is assigned to the Installer through the app, they will receive a push notification.

Improved

• Using the Home app, you can now find records by searching by NMI or suburb and filtering by the Site's state.
• We enhanced the performance of the Quote page in the CX Platform, making it load quickly and seamlessly.
• An operator can now change the Installer assigned to a Job when the job status is Assigned. All events related to assigning an Installer to the Job are now recorded and shown on Assign Job to Installer and App Tasks.

Fixed

• On the Quote record, the Home button in the breadcrumb trail did not link to the Home app. This has now been fixed.

New

• To help Operators quickly find the information they need and get to work faster, we created a new Console app, Home. It's main tab, Project, provides easy, one-click access to Project, Customer, Site, and Active quote records, and includes high-level metrics on the number of Projects you have in each stage. For easy navigation, Home also includes the current Customer and Jobs dashboards, each in their own tab. You can access Home by clicking on the U⚡️ logo in the Console navigation bar.

Improved

• We did a sweep of the Installation workflow and optimised many of the Tasks to increase Operator efficiency. The Tasks that we changed are listed below.

• We enhanced the Installer app Job acceptance process. To help Installers make an informed decision about accepting a Job, they now see additional information about it, including:
  • Assets included in the Quote.
  • Quote variations.
  • Job note.
  In addition, for Rectification jobs, we now also show category, subcategory, priority and issue details. Please note, Personally Identifiable Information (PII), including the Customer's address and name remain hidden from the Installer until they accept the Job.
• We updated the Review installation artefacts task. To streamline how Operators work, now if they select the outcome Update installed BoM, the Update job quote workflow will start automatically,

Fixed

• Installers were still able to reschedule a Job after all Tasks had been submitted in the Installer app. This has been fixed.
• Cancelled jobs were appearing in the Assigned job view in the Installer App. This has been fixed.

New

• We introduced several new capabilities to the Site record, making it easier than ever to manage Site information. You can now:
  • View and edit Site details, including the number of phases, the switchboard photo's review date, and Site contact information.
  • View and update flags applied to a specific Site.
  • View and upload bills and switchboard photos.
  • View and update the energy profile used in forecasting new Quotes.
  • View and edit bill amounts and readings used in forecasting new Quotes.
  • View meter data and download tariff readings (when available).
• We added a files component to the Project record.

Improved

• We added a 'Download all' button to all file components across all records.
• We updated the filename of the offline PDF Quote to make it more customer-friendly. It's now in the format QuoteRef-SiteAddress-BusinessName-Quote.pdf, and you can download it from the Quote record.
• We updated how Asset quantities are displayed on system design cards in records to make the information clearer.
• We added the Installer-to-Customer interactions that happen via the Installer app to the Send order request to supplier task.
• We made these key dates visible across the following records:
  • Customer record: Date the Customer accepted the Platform Terms & Conditions.
  • Project record: Date the Customer accepted the Project contract.
  • Quote record: Date the Customer provided explicit commitment on a Quote, changing the Quote status to Accepted.

New

• Rectification jobs can now be completed through our Installer app. This brings across-the-board improvements for:
  • Installers - They can now complete all Job types through our Installer app in a consistent way, improving their efficiency.
  • Operators - They can now complete all Job types through our Platform without relying on external tools, reducing context switching and the double-handling of data.
  • Customers - Rectification jobs now use the same email and SMS comms as other Job types, leading to a more user-friendly experience.
• In v2.10, we updated the Onboard customer site task with a new layout and new features that made it quicker and easier for Operators to complete. In this release, we're improving it further. Operators can now view and edit Custom retail offers directly from this task, saving them time and reducing context switching.

Improved

• We updated the Customer record, so adding a new Site triggers the Onboard customer site task. Previously the Site was created directly in Console.
• We updated the App switcher by:
  • Adding Class and flag previewer
  • Adding Class manager
  • Adding BOM automator
  • Removing Customer class manager
  In tandem, we also updated the App names:
  • From Customers to Customer dashboard
  • From Load profile manager to Energy profile manager
  • From Contractor class manager to Contractor manager

Fixed

• The Level filter in the Job dashboard was not being applied correctly with other filter options. The filter results now consider all applied options.
• Inverter serial numbers were not automatically populating in the Asset register from the Installer app. This has been fixed.

New

• The new NSW battery rebate under the Peak Demand Reduction Scheme (PDRS), is now available as a government support option. When a Quote is eligible for the rebate, the number of Peak Reduction Certifications (PRCs) are calculated based on the battery in the system design and is shown on the Quote record.
• We’ve introduced a powerful new theming system for our quote pages, enabling runtime adjustments without requiring a platform deployment. Colours, fonts, spacing, sizing, icons, and more can now be updated directly within our CMS. Building on its capabilities, this new feature allows content authors and designers to quickly create a tailored quote experience that aligns with each partner's unique branding and needs.

Improved

• We updated the Onboard customer site task to make it quicker and easier for Operators to complete. It now features an improved layout that's visually aligned with other tasks. In addition:
  • To better understand the Customer's goals and energy needs, Operators can view the their Quote request form answers, including products of interest and comments.
  • To improve the Customer's energy and savings forecasts, Operators can select a custom energy profile for the Site.
• The Jobs dashboard CSV export previously included some Personally Identifiable Information (PII). We removed these fields to maintain compliance with privacy requirements.

Fixed

• Duplicate and edited Quotes were inheriting their expiration date from the Quotes they were based on, leading to new Quotes expiring very soon or in the past. To fix this, expiration dates for all Quotes are now calculated based on when it was published.
• The System Design task now uses the 'Site inspection required' class flag to determine the default setting.
• The Site layout image was missing from the Site inspection info sheet. This has been fixed.
• The BOM Automator produced an error when keywords relating to an asset not in the system design were used. This has been fixed.

Improved

To help Operators manage on-site jobs, we created a new On-site job workflow. This new Workflow creates consistency between Site inspections, Installations, and Rectifications and contains all Tasks that Operators complete for these jobs, from assigning an Installer to attend the site to reviewing all required forms. As a part of this change:

• We updated Task names to make them more consistent - Operators will now see:
  • Assign [Job type] to Installer and App
  • Send [Job type] details to Installer
  • Set [Job type] Date
  • Upload [Job type] Documents and Photo
• We updated the Prime Rectification workflow - The Tasks in it are now completed by either Prime Schedule Operations or Prime Documents Operations, instead of Prime Quality and Service roles.
• Installers can now only access their in-app Tasks after they've confirmed the Job date with the Customer and the Job status is Scheduled.
• We created two new Tasklist default filters:
  • Ops: Pre-install tasks contains all operational tasks to be completed before the Installation Job date, in the Installation workflow.
  • Ops: Post-install tasks contains all operational tasks to be completed after the Installation Job date, in the Installation workflow.

Note: The existing Ops: Install task filter will be retired once all active Installation workflows have been completed or terminated.

Fixed

• The Receive quote outcome task didn't have an assigned permission group. We've updated this to Principal Design.