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Platform version 1.229

· 3 min read

New

  • We added a new EV charger module with everything you need to take a Customer from quote to inspection to installation. You can now:

    • Manage EV chargers through the Asset catalogue and Asset register
    • Add EV chargers to a marked-up Site design in Atlas.
    • Provide Installers with EV charger Installation and Commissioning forms through the Installer app.

  • We added a range of new Operator features, all focused on efficiency.

    • Edit and duplicate Quotes - Operators can now edit an existing Quote to change its System design and Bill of materials, or duplicate it create a new Quote based on it.
    • Manage on-site variations - with help from the new Edit and duplicate Quotes feature, Operators can update a Quote with an active Installation job without restarting a workflow, allowing them to manage on-site variations in a much more streamlined way.
    • Reject the Project - If a Project isn't viable, Operators can quickly reject it from the System design task.

Improved

  • We did a major redesign of the Create quote and system design workflow to provide Operators with new functionality and improved efficiency. In its place is now two Workflows, Design quote and Publish quote, which include an improved Design system task, where Operators can:

    • See instant energy generation and savings forecasts on the Design system task, to get an overview of the System performance and benefit to the Customer.
    • Create and edit the Bill of materials from the Design System task.
    • Upload a different system design image, if needed.

    For consistency, this improved Design system task is now also where Operators will do all Quote and Bill of material changes. This task, for example, replaces the:

    • Add or remove variations task in the Site inspection workflow.
    • Enter quote items task in the old System design and quote workflow.

    In addition, we augmented the Workflow with two new Tasks:

    • Prepare Quotes - If an Operator is creating multiple Quotes for a Customer, they can see all of them here, and decide whether they want to review, edit, duplicate, or void them before approving them for publishing.
    • Final Quote Review - This Task allows the Principal to approve or reject all quotes to be published to the Customer. (Note: This task replaces the Final design review task)

  • We updated the Review site inspection artefacts task by adding the ability to:

    • Edit the existing Quote when selecting the Update quote variations outcome.
    • Duplicate the Quote when selecting the Re-design the site and quote outcome.

  • We improved the performance and functionality of the:

    • Requote customer task in the Process customer requote request workflow.
    • Review site photos task in the Review switchboard photos workflow (now includes a new transactional email to notify the Customer that the switchboard photo review is complete).

    From these Tasks, Operators can now duplicate the current Quote or start a new Quote. We also integrated these workflows with the new Design Quote and Publish Quote workflows.

Fixed

  • Installers can now access the Site inspection report from the Installation job pack in the Installer app.