Release Notes – OS 3.0

Welcome to the biggest release we’ve ever done. OS 3.0 includes enhanced quality and performance, and brand new functionality including AI-powered lead generation technology for your website, and Auto System Design. There’s a brand new sales proposal including the ability to offer your customers whole home electrification options, and there are major upgrades to your workflow across hardware research and purchasing, payments and project management.

Introducing Ada

Ada is your intelligent assistant across much of the OS 3.0 app. Powered by AI and machine learning, Ada gives your customers real time, visual estimates right on your website, powers Auto System Design based on your hardware and pricing preferences, and does a ton of calculation for you in an automated bill of materials to aid with hardware shopping.

In an industry first, you are also able to use your voice to talk to Ada, and have it build projects and start auto designs from scratch.

AI Lead Gen powered by Ada

New embeddable widget for your website – embed an OS-served auto design window seamlessly into your website
Customer-driven solar design experience – customer types in their address, energy consumption, roof type and contact information to trigger an automatically designed estimate with solar visualized on the roof, together with system costs and potential savings
System design templates – define your pricing, hardware preferences, setbacks and more, and Ada will generate consistent, standardized estimates for your customers every time
Roof sketch tool for auto design – where Ada detects lower quality imagery at the customer’s address, the customer is given a simple sketch tool to draw their roof facets, and Ada goes to work on that model to provide the same experience with solar visualized on the roof, together with system costs and potential savings
Auto lead routing – all leads generated by AI Lead Gen are automatically routed to the OpenSolar CRM and/or into your 3rd party CRM via the Open API

Whole Home Electrification Energy Tab

New electricity annual consumption chart – a redesigned, visually enhanced energy tab that still provides an automatically generated an editable electricity consumption profile based on the customer’s address
New petrol/diesel capture and modeling – capture your customer’s internal combustion car’s fuel consumption, local fuel cost and annual mileage, and model the customer’s switch to an electric vehicle with KwH per mile and annual mileage. The new OS calculation engine will use this data to generate the savings from switching from an ICE car to an EV in the new Sales Machine proposal (see below)
New natural gas capture and modeling – capture your customer’s annual natural gas consumption, together with the 8760 load profile of a recommended heat pump replacement to a gas boiler or heater. The new OS calculation engine will use this data to generate the savings from switching from a gas appliance to a heat pump in the new Sales Machine proposal (see below)

Auto Design powered by Ada

Auto System Design – Take leads from AI Lead Gen or any other lead source, and create an Auto System Design with greater accuracy in less time than manual 3D or 2D
System design templates – define your pricing, hardware preferences, setbacks and more, and Ada will generate consistent, standardized estimates for your customers every time
Create projects and designs with your voice – activate Ada from the header of the app, and simply speak to Ada, specifying all elements of the project including energy consumption, tasks for your team, notes on roof type, customer contact details, address and any other field captured in the OS project
Roof sketch tool for auto design – if only lower quality imagery is available at the customer’s address, use a simple sketch tool to draw their roof facets, and Ada goes to work on that model to provide the same experience with solar visualized on the roof, together with system costs and potential savings

Other Design Studio Enhancements

Battery Retrofits – full modeling mode support for existing systems or imported OS system. Enhances full modelling experience to support imported or existing retrofit systems with clear labels. Available in all Regions
Roof Drawing – snap on 90 and 180 degree lines. Improves drawing precision by snapping roof lines to 90° and 180° increments when sketching. Available in all Regions
Incentive Alerts – alerts the user when an obviously wrong incentive is set E.g. SRES with cap limit at $0. Adds system alert to prevent invalid incentive configuration such as $0 SRES cap. Available in all Regions
Adjust scale of uploaded custom image using measurement tool – adds ability to scale custom uploaded images using the measurement tool. Enhances site accuracy and user confidence for custom imagery
Tariff Selector – add tooltip on the tariff selector so pros can see more info. Improves tariff selection UI with tooltips for quick info access. Simplifies tariff comparison and increases user confidence
Roof Drawing Guide – when manually placing nodes, shows a guide/ GIF to make it simpler. Adds visual guides and GIFs for manual roof node placement. Reduces confusion and speeds up training for new users
Roof improvements – allow click-drag to move nodes (and maybe obstructions, etc). Users can now drag nodes and objects directly in design instead of a multi-click process. This makes adjustments faster and more intuitive.
Improved Roof Edgeline – fixes a visual issue where roof edge lines were hard to see after placing the first node. Clearer lines make manual roof drawing much easier
Roof drawing snap node by pixel distance – node snapping for manual roof drawing is now more accurate, making it easier to connect and close facets during design.
Remove Editability for Specific Edge Types on Quick Roofs – quick roofs can no longer have their edge types edited, aligning with intended fixed shape behavior and reducing confusion
Selecting roof facets with panels on – improved selection logic so that clicking a roof facet with panels selects the facet, not the group, reducing user frustration
Speed up SAM Calculations by parallelizing – enabled parallel SAM calculations, significantly speeding up performance for all users and reducing wait times
Request for ability to input preset module spacing – enables users to specify preset module spacing, a commonly requested feature from high-volume partners
Multiple panel types per system, and optimize individual panels – this allows Pros to use OpenSolar for more complex design scenarios than ever before, accurately and easily within existing workflows

Sales Machine Closed Beta

Apply for Access

All new Sales Machine Proposal – A modern, interactive selling experience. We’ve reimagined the proposal experience to give you a dynamic, customer-centric way to sell. Sales Machine isn’t a replacement for the Classic Proposal, but a powerful new option designed for side-by-side selling and customer self-service
Stand Out from the Competition – Move beyond static PDFs with a polished, interactive proposal that captures your customer’s attention and guides them through their solar journey
Increase Project Value – visually demonstrate the financial and lifestyle benefits of a fully electrified home, making it easier to upsell components like batteries, EV chargers, and heat pumps
Easy to use customer-driven exploration of options – allow customers to explore different system options, payment plans, and see the impact on their savings in real-time. This interactive experience builds trust and helps them make confident decisions
Interactive Proposal Chapters – a guided flow takes customers from a visually engaging Home cover page, through an Energy section with 3D models and system comparisons, into a detailed Savings breakdown, and finally to a seamless Go checkout page
Side-by-Side System & Payment Comparison – customers can toggle between different system designs (e.g., 9-panel vs. 5-panel) and payment options (cash, loan, lease) to instantly see how their choices affect their rooftop layout, energy production, and monthly savings
Visual Lifestyle Journey – use compelling graphs and visuals to compare the customer’s current fossil-fuel costs against their future electrified lifestyle, clearly highlighting monthly and long-term savings
Centralized Template Management – create, customize, and manage multiple proposal templates at an organizational level in the Control section. Spawn project-specific copies without altering your master templates, perfect for different regions, financing options, or sales strategies

CashFlow

Flexible Invoicing Modes – Choose how you invoice your customers between Milestone Invoicing, a new Single Project Invoice that provides a running summary of project payments, or a No Invoice option for simple payment requests.
Customer Payment Overview Portal – Provide customers with a professional, centralized hub where they can see their full payment schedule, review past transactions, and make payments, reducing questions and building trust.
New Payouts Dashboard for Easy Reconciliation – We’ve launched the Payouts Dashboard, a new tool providing a single, consolidated view of your entire payout history. Payouts are grouped by date and include a detailed breakdown of all transactions, fees, refunds, and chargebacks to simplify reconciliation.
Unified ‘Payment Requests’ Workspace – The ‘Projects’ and ‘Invoices’ tabs have been consolidated into a single ‘Payment Requests’ tab, creating a more efficient and user-friendly home for all payment management activities.
Milestone Tracking for Financed Projects – Use full Cashflow milestone tracking for financed projects, even those without a customer-paid deposit, allowing you to manage their entire financial lifecycle in one place.
Dynamic Payment Setting Updates – Changes to organization-level settings, like accepted payment methods or surcharging rules, now automatically apply to all future payment requests, saving administrative time.
Overhauled Change Order Logic – Completed a comprehensive system overhaul of how project payments are handled when change orders occur, fixing critical bugs to prevent data inconsistencies and blocked workflows.
Improved Accounting Integration Stability – Implemented several fixes to improve the stability and reliability of accounting integrations, resolving sync errors and preventing crashes for organizations with high transaction volumes.

Shop

Hardware BOM Add “Sync from Design” button – introduces a “Sync from Design” button to the Hardware BOM, streamlining the process of updating BOMs to reflect the latest system design
TEAMS integrated into Component Selector 3.0 – integrates TEAMS functionality into Component Selector 3.0 for streamlined component assignment
Order by Project Multi-Distributor – multi-distributor component selector now has enhanced the source column by making source chips clickable, enabling pros to quickly filter or view components by source for a more intuitive selection experience
Order by Project BoM – right hand side Design Bill of Materials now has enhanced the logic to account for all components added to the Design, not just those selected from a Distributor, ensuring a more complete and accurate overview
Order by Project BoM/Design Independence – added Bill of Materials page to Project Hardware tab. Added a new pre-checkout page as part of the OBP flow, allowing Pros to edit their Hardware BOM independently from their Design so they purchase the components they need
Order by Project Purchase Tracking – added a stepper navigation component to the Project Hardware tab, allowing users to better track their purchase progress
Order by Project Navigation – made stepper navigation clickable by enabling stepper navigation to act as a breadcrumb on the Project Hardware page, allowing pros to click and return to the Review Quote stage from the checkout page for smoother navigation
Order by Project Save BoM – added Save BOM button, allowing pros to easily save their Bill of Materials in the Hardware tab after making changes for better control and workflow continuity
Order by Project BoM Add Items – added “Add items” button to allow Pros to add items directly to their Bill of Materials table in the Project Hardware tab, without needing to edit their Design, enhancing workflow flexibility

Project Management CRM

Manage page: Tasks – introducing enhanced UX for managing tasks. (i) New badge added displaying date and time of the appointment, (ii) selecting start date and time will auto set the end date to +1 hr until the user specifies differently (this removes scenarios where start date can be added but not end date)
Remove click for adding contact – improved the contact addition workflow by removing unnecessary clicks, making the process faster and more user-friendly for all users

Fixes

Design Studio

Module Type Enhancement suggestion – fixes module type issue where components failed to appear with zero quantity
Battery Quantity Field issue for 0 qty. System fails to show warning messages when 0 is entered in battery quantity field
Disappearing panels for Quick Roof in 3D – resolves issue where panels disappear in 3D view when using Quick Roof layouts
Design – Missing Info (ℹ️) icon for inverters when optimisers are applied. Restores missing info icons in inverter settings when optimisers are used
Fixed error retrieving or creating project workflow – corrects backend logic that triggers system calculations with an invalid or missing project ID
Pricing/adders showing/not-showing on the wrong systems – fixes adders incorrectly displaying or hiding for the wrong project systems
Quick roof show customer options not working – fixes broken toggle to display customer-facing roof options during proposal creation
MPPT calculations not reflecting assigned panel model – corrects MPPT calculations so electrical values align with selected panel models
TypeError: Cannot read properties of null (reading ‘getState’) – fixes frontend crash caused by null references in state management
DSM Failure prevents project saving – fixes DSM errors that blocked saving project progress
Second system not clearing panels from first system – fixes bug where panels persisted when creating a second system
Roof override is converting slope in feet to meters incorrectly – fixes incorrect slope conversions from imperial units that caused calculation jumps
Add missing UTM coordinate transforms for southern hemisphere – fixes terrain placement accuracy by adding UTM zone support for southern hemisphere
OperationalError: Lock wait timeout exceeded; try restarting transaction – resolves database lock timeout issues that interrupted project save operations
Monthly Bill ($) not annualising – fixes bug in bill annualization logic. Ensures accurate cost projections and financial planning for project owners
Crashing issue while generating Setbacks violations display – resolves crash in setbacks calculation and violations display for improved reliability and user trust
Auto-String fails for large OsModuleGrids – improves stringing logic for large projects, reducing errors and performance lags in auto-stringing modules
Design Logic Cabling Improvements – overhauls design logic for improved cabling workflows and UI. Increases efficiency and flexibility in complex project layouts
Auto String takes at least 20 seconds – optimizes auto string speed, cutting typical time from 20 seconds to 3-5 seconds, which significantly speeds up the design process
TypeError: Cannot read properties of null (reading ‘uuid’) – fixes null reference error for UUIDs in module processing, reducing unexpected failures and calculation interruptions
IndexError: list index out of range – prevents list index errors in performance calculators for greater reliability in analytics
IndexError: too many indices for array: array is 1-dimensional, but 2 were indexed – resolves index error in auto-design logic, preventing calculation crashes and improving robustness of design workflows
Manual Design Mode Unable to Add More Modules – fixed bug where users could not add more modules in manual design mode. Improves reliability for larger projects and manual workflows
OsStrings across multiple OsModuleGrids have scrambled order on page refresh
String configurations are now preserved on page refresh, preventing scrambled or incorrect stringing after reload
TypeError: Cannot read properties of undefined (reading ‘variation_data’) – resolved a front-end error caused by undefined variation data, making the application more stable for users
Advanced > Recalculate button doesn’t trigger shading calcs – the recalculate button now properly triggers shading calculations in advanced tools, so all project recalculations are complete and correct
Panel group can be selected multiple times, creating a multi-selection group – fixed issue where a panel group could be added to selection more than once, ensuring selections are clear and unambiguous
Control > Design & Hardware > Battery Scheme error when archiving records – fixed an error that appeared when archiving battery scheme records, streamlining battery data management
Disabling Edge Length setting for non Hip Roof and Dormers – edge length setting now properly disabled for non-hip roof and Dormer designs, removing confusion for users
Azimuth Arrow Helper Blocking Selection of OsFacet – resolved bug where the azimuth arrow helper blocked selection of certain facets during system design
Roof slope warning incorrectly shown for certain panel/mounting combinations – slope warnings now only show for relevant roof and panel slope conditions, eliminating unnecessary warning messages
Improve Display Formatting for System Size (kW) in Document Generator – system size (kW) now displays as clean numbers (e.g., 16.74 instead of 16.740000000000002), improving document clarity
Activating “Optional Panels” mode prevents selection of studio objects – resolved a bug where enabling “Optional Panels” blocked selection of other design objects in studio mode
Warning displayed when all panels are stringed via microinverters – fixed false warning message when all panels in a group are already stringed via microinverters
Customers reporting that proposal is not opening – fixed urgent bug that prevented some customers from opening proposals, restoring access and user trust
Default Module Appears in Design Page > Hardware Summary list even when not selected – now only actively selected modules show in the hardware summary list, improving design page accuracy
Speed up all calculations by reducing usage of EnergyProfile8760 – reduced dependency on EnergyProfile8760 in calculations, making all energy-related calculations faster for users
GenerateUsageCurvesHandler failed error – fixed a backend error with GenerateUsageCurvesHandler to ensure correct and reliable usage curve generation

Classic Sales Proposal

Fixed the issue where environmental benefit disclaimer was shown outside the Environmental Benefit Section
Fixed the issue where the Quote Acceptance Section was leading to the page to crash

CashFlow

Fixed Duplicate Deposit in ‘Adjust Payments’ Dialog – we have resolved a bug that caused a duplicate deposit row to appear in the ‘Adjust Payments’ dialog. This issue occurred on financed projects that were using a custom milestone scheme, and has now been corrected
Corrected Invoice Download Links for Shared Payment Options – we have resolved a bug that caused invoice download links to fail when the invoice was generated using a payment option shared from another organization via the Teams feature. The download URLs are now correctly constructed, ensuring they are always accessible
Fixed Blocked Actions on Failed Payment Requests – we have resolved a bug that occurred when a previously authorized payment subsequently failed (e.g., a declined bank debit). The system was incorrectly leaving the payment marked as ‘complete,’ which hid all action buttons and left the invoice in a stuck state. The payment status is now correctly reset, restoring the necessary action buttons
Corrected Pricing Agreement Dates in Cashflow – the ‘Pricing Agreement’ date displayed in the Cashflow > Configure > Documents tab has been updated to ensure accuracy. The date now reflects the effective date of the current agreement, which will be either the user’s original acceptance date or the date of recent pricing changes, whichever is more recent
Quality & Performance – improved Loading and Action Handling on Payments Page. We have updated the Project Payments tab to prevent users from performing actions while a calculation is in progress. Action buttons are now correctly disabled and covered by the loading indicator to prevent UI glitches and provide a clearer user experience.

Integrated Finance

Improved Error Messaging for Lightreach Credit Applications – we have improved the error handling for the Lightreach financing integration. When a credit application fails due to a validation issue (e.g., duplicate email, non-unique co-applicant names), the system will now display the specific error message from Lightreach to the user, rather than a generic error

Hardware Shop

Improve the Search parameter on the Component Selector and Shop – implements improvements or fixes to enhance functionality and usability
Implement Bulk Price 3.0 – adds support for bulk pricing logic
Removed Segen 0.5% Design Discount from 2.0 & 3.0 – removes outdated 0.5% Segen design discount globally

Project Management CRM

Error in registration and project duplication – fixes backend and UI issues causing registration failures and errors when duplicating projects
Help Centre URL updates in app – updates in-app Help Centre links for accuracy and consistency
Regression issue: Add Customer Email button not working – fixes a regression where the “Add Customer Email” button stopped functioning in the proposal customise email modal. Restores user ability to add and update customer email details as expected
Broken search input – resolves an issue where the search function would fail to return results when not on the first page of the project list. Ensures search works correctly across all pagination states
Clicking edit button in activities sidepanel doesn’t work – fixes a UI bug that prevented the edit button in the activities sidepanel from working. Improves editing reliability and speeds up user workflows