We’re kicking off the week with updates that simplify the way your teams work. New releases land with features designed to streamline project flows, boost sales velocity, and put control back in your hands. Here’s what’s new and how it helps make your teams more agile and operations more transparent.
Streamlining Operations: Tightened Control, Simplified Processes
This month’s platform improvements bring more structure, automation, and governance to your operational backbone. Trigger Automations the moment a project resumes from hold or when you upload attachments for projects or proposals, ensuring customer outreach and internal workflows continue right on schedule. Communication becomes hands-off with Twilio SMS and Google Services Mail integrations, giving your teams automated channels that deliver updates reliably across projects.
Task management also gets smarter with condition-based task template assignments that place the right work in front of the right people at exactly the right moment. On the pricing side, control offers pricing for battery installs by EPC and territory right in the database, so sales teams update deals and approvals in one streamlined flow, no more delays. And with user activity logs embedded directly in profiles, admins gain a clear audit trail of permission changes and updates, strengthening operational oversight across the board.
Driving Sales: Faster Decisions, Smarter Engagement
With a growing emphasis on speed and precision, this release gives sales teams the tools they need to act confidently. For design workflows, self-generated Aurora designs can now be converted directly into formal requests and marked complete automatically, cutting out manual tracking and accelerating the approval loop.
Seamless Project Workflows: Move With Greater Clarity
Project teams gain greater transparency and field readiness through two workflow-driven improvements. Material logistics receive a major upgrade with the new ABC Supply tracking interface, enabling teams to monitor order progress, without relying on outside follow-ups. At the same time, installation survey questions can now be managed centrally in the database and reflected instantly across projects, giving every team consistent criteria for site readiness and installation checks.
Together, these updates strengthen every stage of your operations, from sales to installation, giving your teams the clarity, speed, and control they need to deliver exceptional results.