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.

New

• We added a Single Line Diagram (SLD) app to the Platform. This app is integrated into the installation workflow where it:
  • dynamically generates an SLD for solar systems with up to 8 strings and for DC-coupled solar and battery systems.
  • presents the SLD in the Override SLD task, where if required, it can be downloaded as a PDF and then uploaded and edited in the drawing tool, draw.io.
• We added two user tasks to the Installation workflow:
  • In Assign installation job to installer and app, the operator can select the Installer company to complete the Installation and specify whether it will be conducted through the app.
  • In Set installation date, a task for off-app jobs only, the Operator can select the Job date to schedule the Job.

Improved

• We moved the Miscellaneous hardware SKU sub-category from the Installation SKU category to the Hardware category. This ensures that miscellaneous hardware SKUs are included in the Order Bill of Materials.
• We updated the branding for two Installation job artefacts - the Job info sheet and the Bill of materials.
• We updated the Installation workflow so that once the Job status is Scheduled:
  • Procurement tasks are shown
  • STC tasks are shown four days before the job date.
• We removed the Job pack file as it was redundant. All Job files are available on the Job record and automatically synced to the Installer app for on-app Jobs.

Fixed

• To fix a problem where percentage margins were not calculated correctly, we updated the Service fee calculation to account for miscellaneous SKU items and all variations.
• We fixed an issue where GST was not added to miscellaneous SKU items while a Quote was being created.
• We fixed an issue where Job record files and in-app statuses were not in sync.
• We fixed an issue where a NSW customer looking to start an order for a battery-only system could not progress to the payment page.