We’re excited to share the latest updates designed to make your experience in Solo smoother, smarter, and more accurate. Check out what’s new below — don’t forget to reach out to us if you have any questions!
Callpilot AI
We've integrated with Callpilot to bring AI-powered welcome calls to you and your customers! Once documents are signed, a welcome call link can be generated specific to your customer's docs.
🔗 Learn more here!
🔗 Owners can request the integration here!
📐 Solo Studio
Design Preferences Review in Resource Hub
In the 'Preferences' section of the resources hub, you can now see how your design aligns with your company's design preferences. This will not halt or flag the design as incorrect, merely identify places where your design differs from the recommended preferences.
🔗 Learn more about adjusting Design Preferences here! (Owner Only)
Choose which Design Version to Clone
When cloning a project, you'll have the option to choose which design version you'd like to clone, between the original design and the most recently saved design edits through DirectDesign.
New 'Use Custom Imagery' option in Revision Request
When submitting a revision request, you'll see a new "Use Custom Imagery" revision reason. This will make it easier for you to upload reference imagery or a custom build imagery to be used in the revised design.
Apply Company Custom Fire Setbacks
When your company has set custom fire setbacks in the company Design Preferences, these can now be applied on the design during the Fire Setbacks step. Just click "Apply Pre-Configured Overrides".
🔗 Learn more about adding custom fire setbacks here! (Owner Only)
Request Studio Designs through API
You can now request a Solo Studio design when creating customers through an API integration.
📂Template Engine
AI Roof Visualizer
Roofing proposals now feature a page that allows you and your customer to visualize the selected shingle option on the home. Complete with an AI-powered, front-facing image of your customer's home that dynamically changes as you consider products.
Template Inheritance
Roofing and Battery-Only templates can now be inherited across child companies, making updates quick and easy! Just reach out to your account manager to make changes to your company's templates!
Roofing Pricing Customization
In roofing proposals, companies can now customize what values are available in the pricing breakdown, all customizable by template. This includes things like waste factor adjustment, margin defaults, and min/max adjustment restrictions! Reach out to your account manager to request custom pricing views!
Waste Factor Recommendation
Roofing proposals will now provide a recommendation for waste factor percentages, based on roof complexity, size, and material! This is based on weighted values and linear feet, with the option to customize the weight of each factor as needed. Reach out to your account manager to learn more about how these scores are weighted and determined!
Auto-generate Roofing Proposals from Solar Proposals
If your company uses both Solar and Roofing with Solo, you'll have the option to generate a roofing design based off an existing solar design! This makes it easy and quick to create a design for all of your customer's needs!
Want to learn more about Battery Only and Roofing Only Proposals? Link up with our team today!
🔗 Join the Waitlist
🔜 Coming Soon!
Updated Projects Page & Utility Tab
Changes are coming to the customer page! In the next quarter, you'll see a new 'Projects' page to replace the existing 'Proposals' page! Here, you'll be able to seamlessly manage your customer's solar or roofing designs and proposals, from one place!
With these page updates will come a brand new Utility Info page! From here, you'll be able to manage all of your customer's utility information. This includes their utility company, rate plans, and usage values. Several tools will be available to allow for all different kinds of usage uploads!
These changes are currently available to those using Solo Studio. Please reach out to your account manager to learn more!
🎉 As always, we’re here to support your success!
💬 Have questions about these updates? Explore the available walkthroughs and articles right here in the Help Center, or reach out to your Account Manager for personalized support.
We hope you enjoy the latest improvements & let us know what you think! 💖