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Platform version 2.21

· 2 min read

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