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About> Product Updates> Release Notes – OS 3.2.0

Release Notes – OS 3.2.0

OS 3.2.0 delivers key improvements across Project Management, Payments, Integrated Finance, and AI Lead Gen. This release introduces new task management tools, a unified payment request flow, expanded UK financing options, and targeted performance and reliability fixes that make every workflow faster and more consistent.

A screenshot of a project management interface, likely from the "Project Management CRM" described. It shows a task list under an "Actions" tab. The list includes columns for "Action," "Assignee," and "Due Date." Several actions are listed, such as "Schedule Installation Date" and "Permitting Submission." A dropdown menu is open under the "Assignee" column for "Schedule Installation Date," showing a list of team members like Sally Salesperson, Derek Designer, Martha Manager, and Ian Installer, allowing a user to assign or unassign tasks. Each task also has an editable due date and a pencil icon for further editing. The top right indicates "5 Actions.

Project Management CRM

  • Assign Actions & Set Due Dates – Assign actions to specific team members and set clear due dates to drive accountability and ensure progress stays on schedule.
  • Personalized Activity View – Access a dedicated view of all actions assigned to you, complete with an activity feed and schedule, so you can stay focused on what needs attention
  • Redesigned Manage Page Layout – Navigate projects faster with a cleaner, more intuitive Manage page. The new layout makes it easier to view key project details and manage tasks seamlessly.

CashFlow

  • Unified Payment Request Flow & Sharable Links – Addressed major user feedback with a fundamental redesign of the payment request process. All previous methods of initiating a payment (pre-sale, post-sale, standalone) now launch a single unified modal, creating a consistent and more flexible payment experience across the payments tool. Learn more in the Help Center article.
A pop-up modal from OpenSolar, powered by Hometree Finance. It informs the user they will be redirected to the Hometree site to continue a credit application and provides "Continue" and "Cancel" buttons.
Beta access

Integrated Finance

  • Hometree Lease Integration (UK)🇬🇧 – Launched a new API-driven integration with Hometree Finance (HTF) to offer “Solar Plan” lease products to UK users. The integration introduces new financing options, supports key high-volume partners using Hometree, and streamlines quoting and application workflows. Learn about this in the Help Center article. For more information, contact your account manager.
A screenshot of a user interface titled "My Active Batteries List," showing a searchable table of battery codes and manufacturers. A pop-up menu is overlaid on the right, titled "Show pricing to customer," with a checkmark next to "Powerwall 2.0" and red 'X' marks next to the LG Energy Solution batteries, indicating pricing visibility settings.

Proposals

  • Optional Battery Price Itemization on Proposals – Introduced a “Show pricing to customer” toggle in battery pricing settings. This lets users display the battery price as a separate line item on the online proposal’s quotation table, meeting regulatory requirements (ex: California) and user requests for pricing transparency. Learn more in the Help Center article.

AI Lead Gen

  • Field Enhancements – Added support for new fields, including Number of Stories, Number of Phases, and Tariff/Bill Upload.

  • Customizable Featured Figures – Added support for customizable featured figures with 20 available options.

Fixes

Project Management CRM
  • Puerto Rico Country Code Update – Corrected the default country code for Puerto Rico from 1+939 to 1. When Puerto Rico is selected in the customer number field, it now correctly adds 1+, allowing users to enter either 787 or 939 as the area code.
Whole Home Electrification Energy Tab
  • Energy Tab Design Refresh – Updated the Energy Tab to the 3.0 design system, aligning it with the refreshed Project and Manage pages. This update introduces a cleaner layout and improved readability.
Classic Sales Proposal
  • System Performance Graph Fix – Resolved an issue where the gray consumption graph under System Performance showed inconsistent shapes when switching between system options with identical consumption values.
CashFlow
  • Fixed Unresponsive ‘Notes’ Field in Payment Confirmation – Resolved a bug in the “Confirm Payment Received” dialog where the “Notes” input field was unresponsive. Users can now add notes, such as check numbers or transaction details, when manually recording a payment.
  • Standardized Date Formatting in CashFlow Dashboards – Resolved a bug that caused inconsistent date formats in the Cashflow section. Dates in both the “Payouts” and “All Payments” tabs now display consistently in the user’s regional format.
  • Adjusted Price Validation to Allow for Minor Rounding – Resolved an issue where overly strict validation blocked invoices due to rounding discrepancies of less than one cent. The price validation logic now includes a reasonable tolerance to prevent these errors.
Integrated Finance
  • Fixed Lightreach QR Code in PDF Proposals – Resolved an issue where the QR code for Lightreach financing in PDF proposals led to a broken link. The QR code now correctly directs customers to the Lightreach application page.
  • Improved Error Message for Lightreach Phone Number Requirement – Fixed a bug that displayed a generic “missing data” error for Lightreach applications. The system now correctly shows a specific error message when the project contact is missing a required phone number.
Hardware
  • Segen Authentication Flow Fix – Resolved an issue where redirection to the Segen authentication flow occasionally stalled, ensuring Pros are now redirected smoothly to connect their accounts.
  • Standardized Supplier Terminology – Updated language referring to suppliers to ensure consistent terminology across the product.
  • Fixed Source Mapping in Bill of Materials for Newly Activated Components – Resolved an issue where newly activated components with a selected distributor source appeared with manual pricing instead of linking to the selected source.
  • Improved Progress Bar Tracking for Supplier Connections – Fixed an issue where the progress bar in the Distributor Connection section remained stuck at 0%. It now accurately reflects the percentage of connected distributors.
Expo
  • Expo Home Page Fix – Resolved a bug that caused an infinite reload loop for some users.
  • Fixed Download Button Functionality on Expo Stands – Resolved a bug that prevented Download buttons in Highlights from working. Downloads now start and complete successfully.
AI Lead Gen
  • Auto Design & System Options Fixes – Resolved issues causing inaccurate recommended system options, missing pricing scheme application on auto-design systems, and a satellite imagery bug when switching between system options.
  • Form Improvements – Updated the starting address to align with the organization’s location and added support for rich text in disclaimer and thank-you messages.
General
  • SDK Stability Improvements – Resolved several bugs and minor issues, including cases where some client codes did not work and the “Show Output” button was unresponsive.
  • Mobile Release Promo Fix – Resolved a bug that caused the mobile release promo to display erroneously after release.

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