Added
Installation Management Module is now available for beta testing!
Can also now include proposal stages, which can be changed from your list of proposals.
Solution design help request for Rexel Energy Solutions is now available with more vendor request options coming soon.
Improved
When copying a project, it now gives the option to copy it with or without its attachments.
And when copying a location within an audit, it now locks the new location while the copy is in progress.
A ton of other improvements throughout the app related to speed and efficiency were also made.
Fixed
ECM Summary PDF report fixed for errors on the existing and proposed quantities.
Certain project sections are now hidden in the project Summary page based on team member roles as needed.
Purchase orders now include auxiliary products as well as any products added within the estimate of a proposal.
Other minor bug fixes related to proposal generation and solution creation were also fixed.
On Deck
Enhancements to audit templates, which will give the ability to easily create multiple templates and select them when creating a project.
Additional updates to better account for and estimate both existing and proposed maintenance costs.
More updates to the installation management module based on feedback from beta testers.
Overall project management features, like dashboards, reporting, and tasks.