New

• UPowr brand updates in multiple applications, including CX platform, Installer app, Console, Tasklist, Auth0, and Freshsales app.
• API endpoints for financing request, initiation, approval, and rejection.

Improved

• UI for cost content on Customer quote.
• Refactored finance product data schemas.
• Refactored controls for Customer cost on Quote.
• Content updates to Job completed SMS.
• Updated Retool version.

Fixed

• Customer class flag for disabling video chat on Quote.
• Removed redundant default settings controls for customer cost on Quote.
• UI for Solar Victoria Solar Battery Loan.
• Bulk file upload validation of required documentation.
• Unable to download Jobpack in Camunda Task_ Review and Send Job Pack to Installer_.
• Miscellaneous SKU description not carrying over to Quote Record.

New

• Added Omnibar, our new app and environment switcher, to Console and Tasklist. Omnibar is designed to help you find what you need faster and work more efficiently, and we'll be adding more features to it in upcoming releases.
• Added support for new government rebates/loans
• Goodwe solar inverters added to Platform.

Fixed

• Removed Solar Victoria Battery rebate from Customer and Operator UI.
• Installation date now being stored on Asset register after Update Serial Numbers task.
• Installer can now book a Site inspection job on the day or on the next day as long as it aligns with Customer preferences.
• Files sent to the Installer app are now being correctly marked as 'On App'.

New

• BYOB (Bring Your Own Battery) workflow that streamlines the process of onboarding a third-party installed hardware asset into the UPowr platform, your CRM, and a Virtual Power Plant (VPP) management platform. The workflow includes:
  • The existing Onboard customer site task;
  • A new Confirm BYOB asset details task: enables a Principal Sales Operator to confirm the asset details are correct, update them if required, and pass or fail the asset. The failed reasons can be passed through to your CRM to configure communications with the customer. If the task is passed, this can trigger a payload file being sent to your billing system;
  • The Onboard VPP Asset workflow (see v1.206 release notes).
• Operator task to follow up with an installer when they have not accepted a job using the installer app after 3 days.
• Ability for a Principal to override the capacity of the solar panels, inverter, or battery if the capacity provided by the customer or sourced from Asset Catalogue is not applicable to or correct for the site.
• Skip Auto System Design customer class flag to disable the System Design workflow for automatically triggering for a customer class.

Improved

• Operator tasks to follow up an installer for overdue forms now show the job record and are triggered after 3 days.
• Added validation to Confirm BYOB asset details task to restrict an Operator from completing the task if there is no asset information on the site record.

Fixed

• Removed service and installation fee configuration from BOM Automator.
• Cleaned up price setting bugs in Pricing Management app.
• Cleaned up solar and battery capacity values in Onboard VPP Asset workflow tasks.

New

• The BOM Automator app enables both Principals and Primes to define custom rules and relationships between SKUs for automatically generating a Bill of materials. A Prime can set its own rules or can use default logic, but can only view, set and edit rules for themselves.
• Principals and Primes can now set SKU pricing for each Prime, in addition to setting pricing for a supplier. A Prime will only be able to view, set and edit their own pricing.
• In Atlas, the System Summary panel displays live panel, inverter, and system design information.
• The Onboard VPP Asset workflow streamlines the process of onboarding a hardware asset into a Virtual Power Plant (VPP) management platform. It includes the following new Operator tasks:
  • Confirm Asset Onboarding Details task: enables an Operator to confirm whether the hardware asset information is correct, or edit it if it is not, before submitting it to a VPP service.
  • Follow-up: Troubleshoot Assets task: surfaces an error message when there is an issue with onboarding the asset into a VPP service. The Operator can choose to resubmit the asset to the VPP service if the issues is resolved, or not.
  • Confirm Asset Controllable task: enables an Operator to update the VPP Status to Controlled, Not Controllable, or Excluded, depending on the outcome of the Onboard VPP Asset workflow.
• Metering workflow processes metering service notification events received from external sources. An event log is added to the Site Record in the Metering Services table, and these events can be passed through to your CRM.
• Categorised files are now automatically synced between the Platform and Installer app. This means for an On-app job, if the file is marked as 'In app', any new uploaded version will be automatically sent to the Installer app and replace the previous version. Operators are also able to send any uncategorised file to the Installer app by marking it as 'In app' when uploading it to the Job record.
• Installers now receive a daily push notification at 8 am, if they have jobs outside of the following SLAs:
  • Assigned job has not been accepted after 2 days.
  • In-app forms have not been submitted 2 days after the job date.

Improved

• All Site inspection and Installation forms have been updated based on Installer and Principal feedback. This includes updating the Tesla gateway serial number capture from a barcode scanner to a QR scanner.
• Updated Job pack contents to use new PDF creation service and remove duplicated information.

Fixed

• Previously, the Calculate voltage risk task appeared before the installation job status became SUBMITTED and the Review Installation Artefacts task. Now the Calculate voltage rise task now appears after the Review Installation Artefacts task, so operators may review the Commissioning sheet first.

New

• New Operator task - Follow-up installer: Submit installation tasks. This Task is triggered 2 days after the install date if the Installer has not submitted all the installation forms via the Installer app.
• Operators can now cancel in-flight Jobs through the Job record. A cancellation reason must be provided and any related Workflows will be terminated upon confirmation. An Operator task, Review job cancellation, will be triggered as a reminder for the Operator to complete any required processes.

Improved

• Site inspection checklist can now be submitted via the Installer app, at any point after the Job has been accepted. This means the Site inspection report will be automatically generated and stored, regardless of any open Operator tasks.
• Installer app access automated link will now direct the user to first download the UPowr Installer app from Testflight, if not available on the device. After the app has been downloaded, the user can select the link again to log into the app.

New

• Site record now includes a Site log, which automatically shows events which occur for Jobs completed through the Installer app. This includes when Jobs change status, files are updated and Installer tasks are completed.

Improved

• Content of Platform generated system manual has been updated.
• Jobs dashboard filter updated to apply to scheduled and completed job summary cards. Filtered view can now also be exported.

Fixed

• Installer app access manager console app was not showing the correct number of deactivated users. Now the count of deactivated users across companies are accurate.
• When a new Quote was created after the Site inspection, the previous Quote was not being voided. Now the previous Quote is always voided and Customers only see the newly created Quote.

New

• Transactional emails now available when Installation job is prepared and submitted.
• Installers can trigger calls to the Customer from Installer app. Both the Installer and Customer's phone numbers will be masked throughout the Job.

Improved

• For Upload Regulatory Documents task, the Electrical Work Request (EWR) is now only required for Victorian Jobs that contain solar.
• Quote request (onboarding) form redesigned.
• Send an email with the active campaign token if a customer tries to use an old campaign token to access their quote, or the checkout or order tracker

Fixed

• Installers were not consistently receiving Customer's SMS via Installer app. Now all messages are received and recorded correctly.
• For Assign Site Inspection to Installer and App task, the Installer company looked pre-populated but nothing was actually selected. Now the field is not pre-populated and requires an operator to select an Installer company before the task can be completed.
• System design workflow incidents.
• Jobs app: Summary tiles updated when filters applied, Export CSV button now available, and "Import" job type displayed in the Jobs app.
• CRM API: Install_date_scheduled field consistently populated when install job is scheduled.

New

• Transactional emails can now be sent based on the outcome of a Site inspection.
• Improved automated testing for Stratos workflow hooks
• Webhook support to trigger UPowr provided transactional emails from external sources such as CRM workflows

Improved

• Site inspections can now be marked as failed.

Fixed

• The Installer form status in the Job record didn't differentiate when an Installer had entered data via the Installer app. Now it updates from 'Not started' to 'In progress'.

New

• Added new panels to Atlas (Risen 440W, Astron 415W)
• Transactional emails available when Site inspection job is rescheduled and submitted
• Jobs: New Console app for Operators to search and filter across all Jobs
• Asset Register: New Console app for Operators to view all assets on Customer's sites

Improved

• Minor improvements to logic used for automatic Bill of material generation, including removing DC isolator and DC isolator cover as a default item and correcting the logic for calculating number of tilt legs based on number of panels in a row.
• Variations manager now shows SKU items that are not default items.
• Add Customer reference to Customer record Console app.

Fixed

• Default checkbox bug fix when adding new SKUs to Platform
• Quote rejection failure when there is a design without a solar only quote.
• Customer's preferred days are now consistent throughout Site inspection workflow and Installer app

New

• Override the baseline retail offer on a Design task as input into quote savings calculations
• New optimizer hardware and installation SKU sub-categories
• Logic to add applicable optimizer hardware SKU to Variations Manager and edit quantity where applicable
• Quantity of optimizers installation SKUs are editable
• Accept image file types for Complete Financial Review task
• New asset register and asset catalogue allows operators to track and manage assets at site

Improved

• Images can now be viewed directly in job record
• Updated installation forms using data validations and tailored to system design

Fixed

• Do not trigger site inspection workflow if site inspection required flag is not checked
• Do not trigger 'Final Design Review' task in the event of post-SI quote redesign
• Trigger system design task when operator selects requote
• CAF tweak
• BOM Editor/Variations Manager Retool apps calculation
• Allow special characters for miscellaneous SKU descriptions
• Account for the customer's prime when updating variations in the table during design tasks
• Miscellaneous SKU descriptions carrying through to Order BOM
• Campaign token expiry fix
• Job record shows team lead, system size and customer messages on hover