Skip to main content

Platform version 1.220

· 2 min read

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.