New

• We added a new EV charger module with everything you need to take a Customer from quote to inspection to installation. You can now:

  • Manage EV chargers through the Asset catalogue and Asset register
  • Add EV chargers to a marked-up Site design in Atlas.
  • Provide Installers with EV charger Installation and Commissioning forms through the Installer app.

• We added a range of new Operator features, all focused on efficiency.

  • Edit and duplicate Quotes - Operators can now edit an existing Quote to change its System design and Bill of materials, or duplicate it create a new Quote based on it.
  • Manage on-site variations - with help from the new Edit and duplicate Quotes feature, Operators can update a Quote with an active Installation job without restarting a workflow, allowing them to manage on-site variations in a much more streamlined way.
  • Reject the Project - If a Project isn't viable, Operators can quickly reject it from the System design task.

Improved

• We did a major redesign of the Create quote and system design workflow to provide Operators with new functionality and improved efficiency. In its place is now two Workflows, Design quote and Publish quote, which include an improved Design system task, where Operators can:

  • See instant energy generation and savings forecasts on the Design system task, to get an overview of the System performance and benefit to the Customer.
  • Create and edit the Bill of materials from the Design System task.
  • Upload a different system design image, if needed.

  For consistency, this improved Design system task is now also where Operators will do all Quote and Bill of material changes. This task, for example, replaces the:

  • Add or remove variations task in the Site inspection workflow.
  • Enter quote items task in the old System design and quote workflow.

  In addition, we augmented the Workflow with two new Tasks:

  • Prepare Quotes - If an Operator is creating multiple Quotes for a Customer, they can see all of them here, and decide whether they want to review, edit, duplicate, or void them before approving them for publishing.
  • Final Quote Review - This Task allows the Principal to approve or reject all quotes to be published to the Customer. (Note: This task replaces the Final design review task)

• We updated the Review site inspection artefacts task by adding the ability to:

  • Edit the existing Quote when selecting the Update quote variations outcome.
  • Duplicate the Quote when selecting the Re-design the site and quote outcome.

• We improved the performance and functionality of the:

  • Requote customer task in the Process customer requote request workflow.
  • Review site photos task in the Review switchboard photos workflow (now includes a new transactional email to notify the Customer that the switchboard photo review is complete).

  From these Tasks, Operators can now duplicate the current Quote or start a new Quote. We also integrated these workflows with the new Design Quote and Publish Quote workflows.

Fixed

• Installers can now access the Site inspection report from the Installation job pack in the Installer app.

New

• We've added a new unified Class and flag manager. This app replaces the Customer class manager, Site class manager, and Contractor class manager Console apps for Admin users. Read more about the Class and flag manager
• We've added a new Energy profile manager app. With this new app, you can create and manage representative Energy profiles for use in Quote forecasts. Through the Class manager you can also select a default profile that represents the Customer class. Read more about the Energy profile manager.
• We've added new API endpoints to create, update and delete energy profiles and retail offers. See our API specs

Improved

• We updated the Onboard customer site task with additional DNSPs, states, and timezones. If the Customer was onboarded via the Project API, any additional Project context data is now also displayed on the Task, giving the Operator all the information that they need.
• You can also add SKU pricing for all states and territories, so that you can now quote and fulfil an order for all states and territories.

Fixed

• We fixed an issue on the Add asset task where the decommission reason field was in the wrong position.
• We fixed an issue on the Site record where the rated power was missing.

Improved

• We upgraded the Cancel job task to improve its performance and functionality.
• The Installer app no longer uses a proxy service to enable SMS and calls between Installers and Customers. As a part of these changes:
  • There is a new chat notifications tab in the Installer app with an overview of all chats on current jobs
  • Customers will no longer be able to call the Installer directly.
  • Installers will only send and receive messages directly through the Installer app rather than their native messaging app.
• We added the following new events to the VPP onboarding workflow:
  • After the Confirm asset onboarding details task we now emit a VPP Asset Details Confirmed event before we onboard the asset into a VPP service.
  • After the Confirm asset controllable task we now emit a VPP Asset Status event to confirm whether the controllable asset has been onboarded into the VPP service or rejected.
  These events are also passed through to your CRM.

Fixed

• We fixed the Asset register issue where in downloads, empty fields were shown as an invalid date.

New

• We added new EV charger related Hardware sub-categories.

Improved

• We updated the Installer app forms Site inspection checklist and Commissioning sheet.

Improved

This release includes updates to information sheets and reports to improve their readability, as well as other under-the-hood performance tweaks.

New

• We made changes to how Site inspections and Installations are managed and scheduled:
  • We created new Contractor flags that Admins can use to set available days for Site inspections and Installations.
  • We added Saturdays and Sundays to the preferred days customers can choose from in the checkout.
  • Installers can now schedule a job on a customer’s non-preferred day, although we show a warning to discourage them if they do.
• Now, whenever a customer is created in the Platform, a corresponding CRM contact is created too.

Fixed

• In the Update asset serial numbers task, duplicate serial numbers are now automatically removed and white space is trimmed from the start and end of the input.
• In tasks where Operators need to upload files, they can now delete files that they’ve uploaded accidentally.

New

• We added new Platform events and Webhooks
• We added the ability to reject a quote to the Enterprise API.
• We added the following new hardware to Atlas and the Global Asset Catalogue:
  • GoodWe GW-5000-SDT-20 inverter
  • GoodWe SMT 29.9kw 2MPPT 3PH inverter
  • GoodWe MS30 8.5kw 3MPPT 1PH inverter
  • GoodWe MS30 10kw 3MPPT 1PH inverter
  • Sungrow HV with 25.6kWh battery

Improved

• We upgraded Console to v3.33.2 and PostgreSQL to v15.5.
• We updated several GraphQL entities with new created_at and updated_at fields.

Fixed

• We fixed the lead transfer process to properly account for leap years.

Improved

• We made improvements across the quote request form:
  • We added a new customisable header to improve branding consistency.
  • We redesigned the product selection step to help customers understand the goals that different product bundles can help them achieve.
  • We updated the success page to provide customers with proof points for choosing UPowr and get them excited for the next step.
• We updated the switchboard photo upload step on Quote to include an uploading indicator.

New

• To help customers navigate between quotes and compare key details between them, we introduced a new Your quotes page to the CX platform. This page:
  • Contains a summary card for each quote.
  • Groups quotes by site and orders them by created date.
  • Allows customers to quickly see each quote's status, expiry date, major hardware, price, and reference number, and open it to see more information.

Improved

• We added 'Company Name' and 'ABN' fields to v1.1.9 of the Lead transfer specification.
• We updated the Installer app to use the latest version of node.js.

Fixed

• We fixed a bug affecting assets linked to the Global asset catalog where their rated power wasn’t showing up on the Site record after they were added to the Asset Register.
• We fixed an issue where the Suntech 440W panel image was missing from Atlas.
• We fixed an issue where the Asset Register didn't record the installation date.
• We fixed an issue where the incorrect Job type was included in SMSs sent to customers from the Installer App.

New

• We updated our Quote CX to meet the New Energy Tech Consumer Code (NETCC) requirements.
  • When a Designer annotates a site design in Atlas, the Customer will now see the annotated site image on their quote. This change enables the customer to see the proposed location of key hardware, such as the inverter, battery, and bollards, as well as safety exclusion zones and disconnection points.
  • The system list now includes the country of manufacture and year of certification for major hardware, such as solar panels, inverters, and batteries.
• We introduced a new status for Installation jobs: ACCEPTED. When an Installer accepts their Job via the app, the Job status will update from ASSIGNED to ACCEPTED. Installers will need to indicate the Homeowner has confirmed the date via the app for the Job status to update to SCHEDULED (similar to Site inspections).

Improved

• We updated the BOM Automator, so you can use Miscellaneous SKUs in automation rules. Importantly, you can only use Miscellaneous SKUs where the Operator cannot edit the description and price.
• We upgraded the Tasks in the Site Inspection, Installation, and Rectification workflows to improve their performance and functionality. As part of these changes:
  • A Review history is now available on Tasks to view the previous Operators who've worked on a Job and the outcomes that they selected.
  • The Review Quote acceptance task is now called Confirm Installation.
  • The Send Order request to Supplier task now allows Operators to add Order and delivery details. Along with the Bill of Materials, this is stored as a CSV on the Job record.
  • Operators can now bulk enter serial numbers as comma or line-separated lists into the Update Asset serial numbers task.
  • A new outcome is available on the Review Site inspection artefacts task for when the Site has failed inspection.
• The Overdue tasks filter in Tasklist is now for tasks created over 8 days ago. Previously it was 2 days.

Fixed

• The discount feature for Quotes will now show the correct label and value.
• The BOM Automator will no longer duplicate hybrid inverters added to solar and battery quotes.