Changes to the screens you work in every day, such as your dashboard, contacts, and enquiries.
View All TagsThe walkthrough videos no longer load inside the Installer Portal. Open Documentation in the sidebar to reach the handbook, where all thirteen videos sit in a Video library and on the pages they belong to. You can search the handbook and these release notes from any page.
A proposal can now carry more than one payment schedule, so the deposit and the stage split can differ depending on which finance option your customer picks. Contacts hold as many addresses as you need, each with its own map pin. The Hardware Catalogue has been rebuilt underneath: two people can work in it at the same time without overwriting each other, and deleting or archiving anything now tells you what it is used in before it goes. Two fixes are worth knowing about: the Savings step in the Heat Pump Quote Tool could fail for your customer on some accounts, and turning off a package price override did not put the calculated price back.
The coverage areas you draw in Business Details now apply to every quote tool, not just solar, so an address outside your area is declined at the address step before a quote starts. Alongside that, the labels popup stays on screen on a narrow window, the date range picker on your Dashboard fits two calendars, and you can change who a proposal is prepared by again.
Most of the product looks different. Text fields, dropdowns, checkboxes, buttons, address lookups and almost every popup have been rebuilt to one consistent design, across the quote tools your customers use, the proposal editor, the Installer Portal, and the forms your customers complete when they accept. Nothing has moved in the sidebar, and quoting, pricing and CRM behaviour are unchanged. Two things do change underneath the new look: your team can send proposal and quote emails from their own address, and OpenSolar imports no longer arrive without roofs.
A quote or proposal now syncs to the CRM records you have linked to it, rather than to whatever it once exported. Auto-create is separate: it decides whether a new deal is made, and a record you linked keeps receiving its amount, field mappings, notes and stage moves either way.
Zoho and GoHighLevel catch up with HubSpot on field mappings, so you can push more of a quote or proposal into your CRM. Instant quotes also gain the CRM linking proposals already had: link a quote to a deal or opportunity, and choose which quote events move it through your pipeline.
Running a quote on a phone or tablet now behaves much more like it does on a laptop. The drawing canvases fill the screen and respond to pinch zoom on iPhone and iPad, number fields accept decimals, and headings and spacing scale down so less of the page is wasted.
The charts your customers see in the Commercial Solar Quote Tool have been redrawn. The monthly and typical day energy charts each have a Standard and an Advanced view, the tables and charts behind each section are grouped rather than stacked down the page, and the long-term bill comparison is now a line chart.
The emails your team receives when a quote, proposal, or service plan agreement moves have been rebuilt. Details are grouped into labelled sections, fields with nothing in them are left out rather than printed as "Not provided", and quote notifications now say whether the quote was built by your customer or by someone in the Installer Portal. Nothing your customers receive has changed.
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.
May shortened two things that had grown long: the boiler journey your customer walks through, and the amount of hand-work in a proposal. Boiler quotes now cover the current and the new boiler in one step each, wizard imports can land in a proposal you are already editing, and the CRM connectors stopped raising records for people who have only picked a package.
April joined quotes and proposals up. A solar, heat pump, boiler or air con quote becomes a proposal from the quote itself and brings blocks built from that quote with it, and proposals also learned to stage payments, total themselves up at the end and be reordered by dragging. The listings you work from filter harder — several statuses at once on Instant Quotes and Proposals, and by quote tool on your catalogue and packages — and Promo Codes are Discount Codes throughout, including the box your customer types into.
January is about not starting a proposal from a blank page. Save a proposal, or a single block of one, as a template and reuse it, or let a wizard build the proposal for you from OpenSolar projects or from the PDFs a supplier already sent you. The pricing table underneath all of it became a proper editor, with adjustments you can set per group or hand over to one of your Pricing Models.
October was mostly about quoting for your customer rather than waiting for them to do it themselves. You can build a quote in the Installer Portal while they are on the phone, change what they see, and send them a link with a message from the person they spoke to. Alongside that, the Solar Quote Tool started reading better roof data from the map, and Pricing Calcs arrived for the times you only need a price.
Proposals became something you can run from end to end this month: assign one to a customer, publish it, share it, and have them accept it in their portal. Finance options moved out of each quote tool into a single list your tools draw from. The Installer Portal also picked up a new sidebar, with quotes grouped under the tool that produced them.