| Sungage Integration | Sales Mode's Integrated Financing with Sungage creates a frictionless path for reps to apply for financing and generate loan documents for the homeowner in one system. This marks Aurora’s third residential partner live in Sales Mode. |
| Duplicate Adders & Incentives When Duplicating a Design | When a user duplicates a design in Aurora, all adders, discounts, and incentives will now be copied over – eliminating the need to manually re-select these. |
| Restricted API Keys: Self-Service Configuration | Customers can now set up their own restricted API keys directly from the Aurora app. |
| Web Proposal Event Tracking | Sales reps are now able to see when the homeowner(s) interact with the Web Proposal in Sales Mode, Project Index, and Project Overview pages. This includes when the proposal was viewed, if a follow-up was requested, and when the proposal link expires. In addition, homeowners can request a follow-up from the "Get in touch" page in the Web Proposal, notifying the sales rep via email when the request is made. |
| Send Web Proposal Directly to Customer | Sales reps can enter the homeowner(s) email and send the Web Proposal link directly in Sales Mode. |
| Customize Background Image on “Get in Touch” Page in Web Proposal | Admins can edit the image on the last page in the Web Proposal by navigating to Sales Mode customization > Overview > Edit > Get in touch |
| Storage ROI: Self-Consumption Modeling | This allows our customers to show homeowners the impact of limiting their grid use by consuming the energy produced by their batteries. Benefits include: • Compare monthly bills with solar vs. solar + storage to clearly visualize the ROI • Easily upsell homeowners on storage and increase your attach rate • Accurately sell storage under new CA NEM 3.0 regulations |
| Auto Place Fire Pathways | The Auto Place Fire Pathways feature automatically adds fire pathways that meet code requirements enabling novices and experts alike to instantaneously and accurately design compliant fire access. |
| Limited Team Member: Restricted Leads Access | Limited Team Members can only view leads that are assigned to them under the Leads tab in the Aurora app. |
| Configurable Savings Period and Escalation Rate | Lead Capture AI customers can configure a utility escalation rate and savings period (5 - 25yrs) as part of the estimate provided to homeowners. |
| Duplicated Storage with Duplicated Design |
When duplicating designs under a project in Aurora, the storage details will also be copied and made available in the duplicated designs. |
4/24/23 - Release Notes
