3 posts tagged with "Account and billing"

June changed how you get around and how heat pump work reads. The Installer Portal and the Customer Portal both have new navigation, Theme now sets one set of colours and corner radii for every app instead of a different set per screen, and quotes and proposals can carry labels. Heat pumps got the deepest work: running-cost savings cover oil, LPG and electric heating, and an imported Spruce Eco survey builds a redrawn technical section of a proposal.

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.

December is the month proposals became something you can find. Proposals now appears in the Installer Portal marked Beta, and you can build one from an Easy PV project instead of from scratch. Underneath it sit a pricing table you assemble line by line, followers so your colleagues get the notifications too, and a layout that holds up on a phone.