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February 2026

February adds a quote tool for boiler replacements, built the same way as the rest: your customer answers questions about their property, picks a package and leaves their details. Proposals pick up the two things that made them awkward for solar work — you can build one from an instant quote you have already run, and your customer can choose a finance option and see the repayments. Your Hardware Catalogue also learns to read products out of manufacturer datasheets.

note

Compiled retrospectively from the changes released this month. It covers the most significant changes rather than everything.

Quote Tools​

  • A Boiler Quote Tool. Boiler Quote Tool now sits with your other tools on Web Apps, with its own overview, content, hardware packages, extras, deposit, finance options and calendar settings. Your customer gives their address and property details, describes their current boiler, says whether they want like for like, tells you where the boiler sits now and where the new one should go, and chooses whether to keep their cylinder or tank. They then pick a boiler package, add any extras you offer and leave their details. Feed it by adding Boiler, Water Cylinder and Cold Water Storage Tank products to your Hardware Catalogue, and give it its own notification address on the Email screen.

Proposals​

  • Build a proposal from a solar instant quote. Choose Proposal Wizard, then Simplified Solar Instant Quote Proposal Wizard, and pick one solar quote that offers more than one package. Tick the packages you want your customer to choose between and each arrives in the proposal as an option, on a template of your choosing.
  • Finance your customer picks themselves. Choose which of your Finance Options a proposal offers. Your customer opens them from the price box and selects one, the repayment then shows alongside the price, and the Return on investment block works from the repayments rather than the full amount. You can also write the wording shown whenever a finance option is chosen.
  • A date a proposal stops being valid. Set Proposal valid until while editing, and the date shows next to the proposal. Once it passes, your customer sees that the proposal has expired and the accept button is disabled. You can set a default number of days so new proposals get a date automatically, turn on warning emails to your customer before that date, and word them from the new Proposal Expiry Warning Email template on the Email screen.
  • Warnings before you publish. A proposal with no pricing block, or no acceptance block, now carries a badge in the editor telling you so — and where you use options, it names the choices affected rather than describing them in code. More than one acceptance block counts as an error, and Publish stays disabled until you remove one.
  • You are told when your customer opens a proposal. Opening a published proposal sends a notification, so you and anyone following it know it has been read without having to ask.

Pricing and catalogue​

  • Add products from a manufacturer datasheet. Choose Import Using AI in your Hardware Catalogue, pick a product type, and upload up to ten PDF datasheets. Add a line of extra context if the documents cover more than you want, then review what was read out of them and tick the products to add.

Integrations​

  • A rebuilt Payaca connector. Payaca V2 joins Connectors and uses Payaca's current API. Add your client ID and secret key, then set up each quote tool separately: turn project creation on, build a project reference from the quote number, postcode or your customer's name, name the pipeline and the stage to drop into, choose who to assign it to, and add tags. The original Payaca connector is now marked as deprecated.

Account and billing​

  • An unpaid subscription blocks the account. If a subscription payment fails, a banner appears across the Installer Portal with a link to manage your subscription, and anyone opening your quote tools or customer portal sees a message saying the account is disabled. Paying reinstates everything without you having to ask.