Skip to main content

Platform version 2.8

· 3 min read

New

  • We created two new events - Project.StateChanged and Project.StageChanged. When you open the Project timeline from the Project record, you can now view when the State or Stage has changed.
  • We added a new Flag to allow Operators to indicate when a Customer discloses family domestic violence at the household. The field will be shown on the Customer record.
  • We added a new Project request record. When a Customer requests a Quote, their data is now shown here. You can access it through the Project record.

Improved

  • We updated our API, so you can now:
    • Supply a customerID and siteID to the Create a new project API to create new Projects and Sites for existing Customers.
    • Filter Jobs by whether they're a Parent or Child job through the Jobs dashboard or using the Jobs API.
  • We updated our Records, so you can now:
    • Cancel a Rectification Job from the Job record. This is only available on the parent Rectification Job. Any related child Rectification Jobs will also be cancelled.
    • Close a Project from the Project record.
  • We updated the Installer app. When accepting an Installation Job, Installers cannot schedule it less than five business days from the current date. This is to allow for stock to arrive at the premises. This restriction doesn't apply to rescheduling the Job.
  • We updated the Installation job info sheet for Victorian sites. It now includes the Customer's mobile number, as required for compliance documentation.

Fixed

  • A few Workflows were getting stuck as Workflow errors weren't being reported correctly. Both of these issues have been resolved.
  • Offline quotes can now be generated with or without a design markup image.
  • In the Quote request form, there was an issue preventing customers from uploading JPEG bills. This has been fixed.
  • The Installation job sheet wasn't displaying the correct inverter size. This has been fixed.
  • On Customer and Site records, Projects are now ordered correctly. Active projects are displayed first, followed by older Closed projects sorted by creation date.
  • Multiple items can now be added to the BOM by their subcategory.
  • In the Design system task, the Reject project button is now fixed.
  • When the Quote was updated on the installation Job, the BOM Sheet artefact was not updated to reflect the new Quote. This has been fixed.
  • The customer name and state task list preview were not showing for Rectification prime jobs. This has been fixed.