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Platform version 1.218

· One min read

New

  • To keep customers up-to-date with changes to their orders, rescheduling an Installation job now triggers a new email.

Improved

  • Previously, when customers returned to the Platform, they were shown the last quote viewed on that device. To minimise confusion, they’re now shown the last quote they viewed on any device, and if a new quote has been published, they’re shown that instead.

Platform version 1.217

· One min read

Fixed

  • We updated the checkout logic so that customers who navigate directly to the checkout, or click the UPowr logo while in the checkout, are shown the last quote they accepted. This wasn’t previously the case, which led to some customers being shown the wrong quote at this step.
  • We fixed a bug with the Review leave behind pack task where annotations weren’t loading correctly in Atlas. While we were here, we also made improvements to the styling and PDF viewer.

Platform version 1.216

· One min read

New

  • You can now use tariff data for savings calculations when quoting a transferred lead.
  • The Leave Behind pack is now automatically generated. You can review it in the Review leave behind pack task, and if needed, you can edit Site layout annotations, or replace the file.

Improved

  • To improve ATLAS usability, we've made it so:
    • You can't skip steps, preventing calculation errors.
    • When you're creating outlines, your cursor will automatically snap to existing nodes when near them.
    • When you're adjusting surfaces, you can identify roof types by their colour.
    • When you're creating strings, you'll only see a DC/AC ratio warning when it is over 1.33.

Fixed

  • We fixed several issues in ATLAS relating to 'Cannot read properties of null'.
  • We updated the workflow so the Follow-up installer: Accept Site inspection job task does not appear if the Installer accepts/rejects the job within three days of being assigned to it.
  • We fixed the problem where the Job status in the Installer app was not in sync with the Platform.
  • We fixed the problem where solar only System Manuals were generated as landscape.

Platform version 1.215

· One min read

New

  • We made some big improvements to the quote by introducing an improved layout and design and also implementing it on a CMS. This move to a CMS makes customisation easier and gives you more control. For example, it enables you to:
    • easily modify the content of your Quote to align with your brand, messaging, and requirements.
    • configure the Quote by customer class and environment to deliver personalised quote experiences.
  • You can now edit a Site's export limit from its record.
  • You can now access the UPowr Installer app from an Android mobile device.

Improved

  • In the Installation workflow, the Receive permission to connect task is not a blocker anymore. For Residential sites, it now needs to be done before the job status can be updated to 'PREPARED', and for Commercial sites, it needs to be done before job status can be updated to 'REVIEWED'.

Fixed

  • A bug that was causing some cancelled jobs to get stuck.

Platform version 1.214

· One min read

New

  • For payments, you can now set a required deposit amount that is a percentage of the total cost or a fixed value.
  • The annotated site layout image now gets sent to the Installer app if it exists for Site inspection and Installation jobs.
  • Commercial Site inspection jobs now have a standardised commercial site inspection checklist task in the UPowr Installer app.

Improved

  • For Site inspection jobs, the default is now that they’ll be completed using the UPowr Installer app.
  • The Order created email is now sent for every solar order workflow triggered. Previously the email was only triggered when a Customer paid a deposit.

Platform version 1.213

· One min read

New

  • We added SKU sub-categories required to create a Bill of materials for commercial solar Quotes and Orders.
  • We added a payment method for 'offline' payments not integrated with the platform. For example, for payments made via Electronic Funds Transfer.

Fixed

  • We fixed the issue where the Asset VPP status was not automatically assigned for installed assets in the Confirm asset onboarding details task.
  • We fixed the issue of the installation date not showing in the Assets table on the Site record, and not being passed through to the Virtual Power Plant service provider.

Platform version 1.212

· One min read

New

  • We added a Finance requests app that you can use to view, track, approve, and reject requests for third-party finance applications. Note: Finance request records will only be created for new loan applications.
  • We added SKU sub-categories required to create a Bill of materials for commercial solar Quotes and Orders.

Improved

  • We updated our CX content to include revised Solar Victoria program eligibility criteria with the annual household income threshold increasing from $180,000 to $210,000.
  • We updated the Quote record finance approve and reject buttons to work with the new Finance request functionality. Quotes already in the Awaiting finance status will continue to work as they currently do.

Fixed

  • We fixed the issue where the Job dashboard SLA status column was showing the incorrect status.

Platform version 1.211

· 2 min read

New

  • You can now manage Rectification jobs in-platform by triggering a request from the Site record. Principals can request a Rectification job for the Prime to complete. For more, see the Rectification workflow documentation.
  • We've updated the Atlas UI and added a range of new features. These include:
    • A markup feature to annotate a Site design with icons and text to mark the location of major hardware and other important site features. This includes the ability to draw strings and cable paths.
    • A measurement tool to measure the lengths of cable paths, edge protection, and strings.
    • An MPPT count in the system summary.
  • We've made a number of changes to enable the Platform to handle Business customers. These include:
    • A new Customer class flag for marking a Customer as Residential or Business.
    • New Site classes to differentiate between Residential and Commercial sites with flags to enable features relating to the site.
    • A new Site flag to enable a Site contact to be added by a customer through a new Site contact form in the CX checkout journey. The Installer app will also use the Site contact name and mobile if provided.
  • A Job's SLA status is now shown in the Jobs Dashboard, indicating if it's On track, Due, or Overdue.

Improved

  • We've updated the Order page to show the relevant NETCC Consumer Information Product user guide.
  • We've updated the Quote request form to enable Customers to request quotes for businesses. This update allows us to capture the Company name and ABN.

Platform version 1.210

· One min read

New

  • Updated the Default Market Offer (DMO) and Victorian Default Offer (VDO) rates on Platform to align with the July regulated pricing updates. This will provide customers with more accurate savings estimates.
  • In the Pricing management app, added Year of Certification and Country of Manufacture fields as properties of an SKU to meet the New Energy Tech Consumer Code requirements.
  • Updated the 'Auto onboard customer site' customer class flag to skip the Onboard customer site Task.

Improved

  • Console upgraded to a new runtime that can improve app load time by 75%.

Fixed

  • Logo for production environments in Omnibar navigation menu.
  • Omnibar navigation menu authentication issue.
  • Mobile number check before initiating a proxy comms session.

Platform version 1.209

· One min read

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.