New Feature Friday: November 17

Happy Friday! Take a look at what's new and what's been updated within Solo.

Update Overview

• LightReach

• In Chat Update

• Dynamic Role-Based Price Settings

What You'll See

LightReach

Released Features

• Sales reps can now access and resolve stipulations from the LightReach credit application response modal or the loan stipulations sidebar setting in the proposal. 

  

• The LightReach equipment check modal will include battery manufacture checks with a dropdown option to select an approved battery manufacturer. 

  

Upcoming Features

• Ability for sales reps to select four adder types and allocate Price / kwh when using LightReach; Battery arbitrage, battery backup, electrical upgrade, and roof upgrade. 
• Enable the pricing sidebar setting in the proposal with LightReach TPO product itemization. 

In Chat Update

• Request a Proposal / Request a Revision via chat form and submission
• Chat with a proposalist via solar queue chat for proposal inquiries 
• Account in queue or account not in queue chat indicators
   

Dynamic Role-Based Price Settings

• Checkbox pricing settings 
• Drop-down price reduction or increase limitations when 'Allow PPW Change' selected 
• Default pricing set to all roles 
• Ability to add pricing settings to specific role(s)

What You'll Feel

You're all up to date!                                                                                

In Case You Missed It

You're all up to date!