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Planned Release Date: Apr, 2026

Bug Fixes

  • The Current Bill value on the Energy Savings Widget will now get it’s value from the Savings Calculator (for Existing PV data).
  • Fixed a UI glitch while the New Products Available banner is visible.
  • The system will now double check before closing all windows or duplicating a Quote.
  • Fixed an issue on the Promo Report where the Print Filters tick box duplicated itself.

Features

  • Single Line Diagram: Added a new action to Quotes to open a Single Line Diagram. The diagram can be customized and a PDF can be generated to be printed or sent to Quote Documents.
  • Toggle Conversion Rate: Conversion rate formula can be toggled to Quotes Sold/In-Home Assessments on the Sales Dashboard. This setting is saved per user.
  • Battery Brand Markup: Product/Labour Markup can be set by Brand on the Battery Kit Builder (similar to the PV Kit Builder).
  • SolarQuotes Integration: SolarQuotes leads can now be automatically imported into the Leads list (SolarQuotes account required).
  • The inverter can now be selected via the Quote Design tool for Battery Only quotes.
  • Quote Proposal print preview paging is now more flexible (allows for more content).
  • Added the Measuring Tool to the Quick Map Viewer.
  • Added new column to all Kit Builders to set the Extended Description for generated kits. Available merge fields can be found in the column header.
  • Increased PV/Battery Accessories to 10 in the PV/Battery Kit Builders.
  • Products can be marked as Hide from Bundle Description. This will hide the product from the Kit Breakdown description on the Quote.
  • Inverters will now be sorted on the PV Kit Builder according to their sort order in Products > Inverters.
  • Change Status is no longer available to Salespeople for statuses they do not have access to.

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