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Platform version 2.13

· 2 min read

New

  • We introduced several new capabilities to the Site record, making it easier than ever to manage Site information. You can now:
    • View and edit Site details, including the number of phases, the switchboard photo's review date, and Site contact information.
    • View and update flags applied to a specific Site.
    • View and upload bills and switchboard photos.
    • View and update the energy profile used in forecasting new Quotes.
    • View and edit bill amounts and readings used in forecasting new Quotes.
    • View meter data and download tariff readings (when available).
  • We added a files component to the Project record.

Improved

  • We added a 'Download all' button to all file components across all records.
  • We updated the filename of the offline PDF Quote to make it more customer-friendly. It's now in the format QuoteRef-SiteAddress-BusinessName-Quote.pdf, and you can download it from the Quote record.
  • We updated how Asset quantities are displayed on system design cards in records to make the information clearer.
  • We added the Installer-to-Customer interactions that happen via the Installer app to the Send order request to supplier task.
  • We made these key dates visible across the following records:
    • Customer record: Date the Customer accepted the Platform Terms & Conditions.
    • Project record: Date the Customer accepted the Project contract.
    • Quote record: Date the Customer provided explicit commitment on a Quote, changing the Quote status to Accepted.