Changelogs

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…

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…

Planned Release Date: June, 2021 Sales App Bug Fixes Fixed several errors associated with the Duplicate Quote function. Sales Report (New) was missing GST on the STC’s for Commercial Quotes. The Bundle With column will now clear when saving the design. Fixed data not showing in Sales Report (New) when Read more…

Planned Release Date: 09 May, 2021 Sales App Bug Fixes Fixed: Fixed the format of savings amounts in the Solar Power Estimated Savings grid on the Quote Proposal. Fixed: The areal imagery dropdown box in the Quote Design tool will now display the date and time the image was taken. Read more…

Planned Release Date: March, 2021 Sales App Bug Fixes Fixed: Fixed an error when sending a Quote to a Customer using an Office 365 email server. Fixed: Hot water systems in the Designer had an incorrect orientation. Fixed: When using the Refresh Amounts button in Edit Kit, the Wholesale Cost Read more…