Changelog: Sales App 0.30

Planned Release Date: Apr, 2022 Hot Fixes Fixed CEC Battery warning. The system will now check if the PV System Size exceeds the Inverter Size x 1.34. Quote Assumptions and Disclaimer Page has been updated. Bug Fixes Page grids will now show 200 rows by default (instead of 50). When Read more…

Changelog: Enterprise App 0.29

Planned Release Date: Feb, 2022 Bug Fixes Asset Service Report: If a Site has contact information, it will display instead of the Customer information. Fixed an issue where Timesheet entries would cause events to disappear from the Scheduler. Inventory will now display in the correct UOM in the Stocktake Journal Read more…

Changelog: Sales App 0.29

Planned Release Date: Feb, 2022 Bug Fixes Lead Notes will now display above Customer Notes on the Lead Card. Added Email and Phone to the Leads List. Systems Sold in the Sales Dashboard will now multiply by the Quantity on the Quote Product. When a Customer accepts a Quote using Read more…

Changelog: Sales App 0.28

Planned Release Date: January, 2022 Bug Fixes Fixed the product images in the Quote Designer tool. Fixed a timezone issue when the Customer accepts a Quote via the email link. When a Quote is archived, the Reminder Date will be cleared. Fixed an issue when using Google Maps in the Read more…

Changelog: Enterprise App 0.27

Planned Release Date: November, 2021 Terminology Changes Service People and Installers are now Technicians Service Jobs are now Jobs (unless Job Type = Service) Service Mandatory Requirements are now Technician Requirements Bug Fixes Contractors can no longer access the Performance Estimate, Activity Log, Admin Requirements or Set Reminder actions. When Read more…

Changelog: Sales App 0.27

Planned Release Date: November, 2021 Bug Fixes Estimated STC’s on Products will now calculate from the Default STC Calculation Year setting instead of the current year. Fixed an error when opening a Quote Document containing a colon (:) in the name. Added more information to the My Calendar tooltips in Read more…

Changelog: Solahart 0.26

Planned Release Date: September, 2021 Sales App Bug Fixes Task Details Report was not showing in the menu for some dealers. Recurring Tasks can no longer be dragged in the Sales Scheduler. Added more information to the Quote dropdown on the Task Card screen. Fixed the column captions when exporting Read more…

Changelog: Solahart 0.25

Planned Release Date: August, 2021 Sales App Bug Fixes When using the Use RRP function in the Product Worksheet, products with a Labour cost will be ignored. Fixed the sorting in the Kit dropdown in the Quote Designer tool to use Product Category sorting. The first page of the Quote Read more…