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Planned Release Date: August, 2024
Bug Fixes
- Interval Data can now be imported over the end of the year. Ie: Sep 2023 – Feb 2024.
- Roof Products will now calculate correctly on duplicate Quotes.
- When a User is renamed (Username or Email changes), the system will now update all linked data correctly (Quotes/Jobs/Activity Logs etc).
- Acceptance Date will now populate correctly if a Quote is changed from Requires Followup directly to Complete and Successful.
- Operating hours for Commercial Quotes will now automatically remove any “minutes” that are entered, as this causes the Savings Calculations to work incorrectly.
- The time has been removed from the coverage dropdown in the Quote Designer tool, as it did not represent the time the Hi Res image was taken.
Features
Online Booking Form: Dealers can now specify recurring Appointment Availability. This is used on the Solahart Website to allow potential customers to reserve an appointment time. (more info)- Solar Loans: Products can now have a Repayable Loan Term specified. This will increase the payback period on the Quote and effect the Year to Year Cash Flow. (more info)
- Split Panels: Panel Arrays can now be split into individual panels in the Quote Designer tool. This can be used to move or delete certain panels in the array. (more info)
- Added a new User Role called Include in Sales Dashboard. This will allow non-sales people users to be included in the Sales Dashboard data.
- Seperate Roof Products can now be setup for based on the orientation of the Panels (Portrait/Landscape).
- Enphase Micro Inverters are now available in the PV Kit Builder.
- When the Quote Accepted email is sent to the customer (EMAIL2), the system will automatically attach the Quote Proposal as a PDF.
- Lead Report changes.
- Users can now hide the Site Specific Values section on the Quote Proposal for HW/Other Quotes.