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

New

• Miscellaneous SKU items for labour and hardware with editable description, price, quantity to cover site specific variations that do not have an existing SKU.
• Created new Site onboarded event to record when a Customer is onboarded onto the Platform.
• Site inspection workflow can now be automatically triggered once a Customer accepts a Quote in the Homeowner UI.
• Job record now shows in-app form progress and in-app messages between Installers and Customers, to help Operators monitor Job progress.

Improved

• Homeowner UI automatically moves to next step when the Site inspection job status changes to Completed (no need for manual step of turning off 'SI required' toggle on Quote record).
• Can now add $0 items to bill of materials when UPowr is not the Prime.
• Installation in-app forms now use data validation and metadata to help ensure accuracy and completeness.
• Order BOM sheet is now available in the preliminary install details Task, to be provided to the Installer.
• Improved behaviour around promoting/demoting Principals in User manager console app

Fixed

• Variation cost calculation issue.
• Design review task not carrying through hardware items added in the Enter Quote items task.
• Battery drop-down list consistency on Design tasks.
• Quote reject reason not passing through when quote is approved.
• Cleaned up SKU and hardware meta data on Enter Quote items task.
• Retool quote analytics dashboard error.
• Operators can now upload files directly onto the Job record via Console, even if they're uncategorised
• Default Tasklist filters not accounting for historical tasks.