Changelogs

Planned Release Date: Nov, 2022 Bug Fixes Leads from SAP will now match Customers and Pre-CRM Customers by Postcode + (Email OR Mobile Number OR Phone Number). Leads from SAP with an incomplete address will not create a Site record (the Postcode will still be imported and visible on the Read more…

Planned Release Date: Apr, 2022 Bug Fixes Fixed an error when creating and Invoice for a product with 0 Quantity. Global Search will now show Jobs that are in the Admin list. ZIP Money Status will now update between Combo Jobs. SMS Module will now pickup mobile numbers in the Read more…

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…

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…

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…

Planned Release Date: January, 2022 Bug Fixes When a Deposit Paid or Payment Date is recorded on the Job, it will now copy to the original Quote. Fixed an issue where the user could not enter “0” in the Stocktake Journal. Added “Combo” to the Deposit Paid column in the Read more…

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…

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…

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…

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…