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.

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.