Release Notes – OS 3.8
OS 3.8 upgrades annotations, adds Australia’s first mounting BOM calculator, supports elevated structures for flat RCC rooftops in India, lets teams start projects from coordinates, and makes projects easier to find by city or suburb. This release also improves proposal setup, CashFlow controls, mounting logic, and reliability across Shop, Design Studio, Sales Machine, AI Lead Gen, finance, and integrations.
Mark up designs and proposals more easily
Design Studio
- Annotations have been upgraded across Design and Proposal, making it easier to call out roof details, layout notes, and customer-facing changes. Use annotations to explain the design more clearly before the customer reviews the proposal.
Build NOVA mounting BOMs in Australia
🇦🇺 Design Studio
- Australia’s first mounting BOM calculator is now available for Sunlock NOVA. Select NOVA in the mounting tab, choose the roof type and mounting details, then review an automated parts list for supported flat and pitched roof designs.
Design elevated structures for flat RCC rooftops
🇮🇳 Design Studio
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Design Studio now supports elevated solar structures for flat RCC rooftops in India, with visible legs, rafters, purlins, and mounting blocks. Set structure height and tilt, then adjust placement for rooftop details like pipes, manholes, split heights, or odd module counts, so the proposal shows a clearer view of how the installation will look.
Start projects from coordinates
General
- You can now enter latitude and longitude coordinates directly into the home page search bar to start a project where a standard street address is hard to find. OpenSolar detects decimal coordinates, supports comma or space-separated formats, and shows a clear example if the format needs fixing.
Find projects by city or suburb
Project Management CRM
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Add a Locality column to the project list to show each project’s city or suburb. You can turn the column on in column settings, save it to custom views, search projects by locality, and include the field in exports.
Sales Machine Proposal
Pick the right proposal template before you build – When you click + Proposal Template, you can now choose Swipe, Scroll, or Bespoke in one place. Use Swipe for slide-based interactive proposals, Scroll for long-form Classic proposals, or Bespoke to send an enterprise services request for a more custom setup.
Show EV and heat pump value in Scroll and Swipe proposals – You can now include EV and heat pump details in Scroll and Swipe proposals, with pricing, visuals, charts, savings, and carbon impact that better reflect the full electrification project. This helps customers see the before-and-after story beyond solar.
Choose a cleaner Swipe proposal cover page – Sales Machine Swipe proposal templates now include a new optional cover page layout with a split hero section, clearer spacing, and a lightweight proposal summary card. Use it when you want a more polished first page while keeping the existing cover page available.
CashFlow
🇺🇲🇦🇺 Set up Stripe surcharging with more confidence – Stripe surcharging controls now show a warning when surcharging is turned on but no surcharge rate is set in Stripe Payment Settings. The warning appears where surcharging can be enabled, including milestones, invoices, and payment requests, and the tooltip now explains that the surcharge comes from your configured Stripe rate.
🇺🇲🇦🇺🇬🇧 See direct payments that need follow-up – When a customer confirms a direct payment by bank transfer, a “Direct Payment Confirmed” event now appears in CashFlow Hub under Here’s What You Missed > Needs Attention. The event shows the project address and payment amount, with a Go To Project link so you can review the payment and keep reconciliation moving.
Project Management CRM
Sort projects by Date Sold – You can now sort the project list by the Date Sold column in table view. Click the column header to switch between oldest and newest sales, so it’s easier to review sold projects by timing.
Design Studio
🇮🇳 Design flat RCC rooftops with parapet walls – Design Studio now supports flat RCC rooftops with parapet walls, helping you model more common rooftop conditions in India. This gives customers a clearer view of the installation and helps proposals feel closer to the roof they know.
Learn more🇬🇧 Match Fastensol mounting parts to preferred suppliers – Fastensol mounting components can now update based on preferred supplier stock, while keeping the existing mounting calculations and compatibility rules in place. When a compatible part is available from a preferred supplier, OpenSolar uses it in the BOM and sets that supplier as the pricing source.
Learn moreGeneral
Find Control settings faster – You can now search menu items in the Control sidebar, making it easier to find the setting you need without scrolling through the full menu. This helps when you’re updating setup areas with a lot of options, like proposal templates, integrations, pricing, and team settings.
Set up Wallet while enabling paid integrations – When enabling a paid integration, you can now activate and fund your Wallet in the same modal. This keeps setup in one flow, so you do not have to leave the integration, open Your Wallet, add funds, and come back to finish enablement.
Fixes
- 🇺🇲🇦🇺🇬🇧 Marketplace Pricing Notice across Shop pages – Added a pricing notice to Shop pages to clarify that prices, discounts, and offers are set by individual suppliers and distributors, not OpenSolar. The notice appears at the bottom of the page and expands when you need more pricing context.
- 🇺🇲🇦🇺🇬🇧 Microinverter quantities in Multi-Project Ordering – Fixed an issue where microinverter quantities could carry into Multi-Project Ordering incorrectly. Cart, checkout, and order quantities now match the inverter quantities in the project design.
- 🇺🇲🇦🇺🇬🇧 “Other” component product titles in BOM and cart – Updated the Design RHS BOM, Project Shop BOM, and Shop Cart to show product titles for non-supplier stocked “Other” components. This makes those parts easier to identify before adding the BOM to cart or moving into Supplier Assist.
- 🇺🇲🇦🇺🇬🇧 False payment method warning in Project > Shop – Fixed an issue where a project’s Shop section could show an “Unable to fetch payment methods” message for dynamic supplier items, even when payment methods loaded correctly. Checkout now continues without a misleading payment warning.
- 🇺🇲🇦🇺🇬🇧 Stripe payment request status after payment – Fixed an issue where a Stripe payment request could stay in “Requested” while waiting for the webhook after a customer completed payment. Payment requests now move to “Pending” after the customer reaches the success screen, helping prevent a second payment attempt while final confirmation continues through Stripe.
- 🇺🇲🇦🇺🇬🇧 Stripe Connect application fees – Fixed Stripe Connect application fee calculations for bank debit and BNPL payment methods across Australia, the United States, and the United Kingdom. Fees now follow the correct country rules and caps before the payment request goes through.
- 🇺🇲🇦🇺🇬🇧 Credit card fee percentage in payment emails – Fixed an issue where the Payment Authorized email rounded the credit card surcharge percentage to a whole number, even when the dollar amount was correct. Customer emails now show the surcharge rate to one decimal place, so the percentage matches the payment details.
- 🇺🇲🇦🇺🇬🇧 Send Payment Reminder email editor – Fixed an issue where the email editor in the Send Payment Reminder flow was locked and could not be edited. Reminder copy can now be updated before sending it to the homeowner.
- 🇺🇲 GoodLeap application error messages – Fixed an issue where GoodLeap finance application errors did not appear after a validation issue or submission failure. Error messages now appear during submission, and successful applications show the decision without a page reload.
- MPPT string colors in design view – Updated the design view so each MPPT uses a distinct color when multiple MPPTs are present. This makes it easier to see which panels are connected to each string when reviewing the design on site.
- Imagery capture date visibility – Fixed an issue where the imagery capture date dropdown could be hidden when only one capture date was available for a location. The capture date now stays visible in design mode and the view selector, making it easier to check the age of the imagery before finalizing the design.
- 🇳🇿🇺🇲🇦🇺🇬🇧 Premium imagery purchase price display – Fixed an issue where the premium imagery confirmation popup could show the standard list price instead of an organization’s discounted or trial rate. The popup now shows the purchase amount before you confirm.
- 🇬🇧 More complete auto-added BOS components – Improved auto-add logic for isolators, cables, generation meters, and MC4 connectors after an inverter is added and the system is stringed. This helps create a more complete BOM for supplier ordering.
- 🇬🇧 ATMOCE microinverter BOM logic – Improved BOM recommendation logic for ATMOCE MI-series microinverters, including cables, junction adaptors, combiner boxes, and battery gateway components. This helps produce a more complete BOM when designing ATMOCE microinverter and battery systems.
- 🇬🇧 Slate tile roof hooks for Clenergy and Fastensol – Updated roof hook defaults for Clenergy and Fastensol when the roof type is set to Tile Slate. Slate tile designs now show the correct roof hook options for the selected mounting system and panel orientation.
- Retrofit annual output in the Energy tab – Fixed an issue where annual output did not update after adding panels to a new system when the Retrofit toggle was enabled in the Energy tab. The Energy Production Calculator now shows the expected annual output for retrofit designs.
- Ada Chat project creation – Fixed an issue where Ada Chat could create duplicate projects from a single project creation request. Asking Ada to open the project now takes you to the project already created, instead of creating another project.
- Panel rotate controls between 2D and 3D – Fixed an issue where the azimuth, or panel rotate, controls could be missing after switching from 3D to 2D. The rotate controls now reappear in 2D so panels can be adjusted as expected.
- Skylight setback spacing – Fixed an issue where panels could be placed closer to skylights than the setback value in Project Configuration allowed. Panels now follow the configured skylight setback when placing them near a skylight obstruction.
- Resize controls for duplicated roof objects – Fixed an issue where duplicated roofs, dormers, trees, and tree trimmers could lose resize handles and transform controls. Duplicated objects now keep the controls needed to move, resize, and adjust them in the design.
- Design changes in Proposal – Fixed an issue where Proposal could show stale system or project details after changes were saved in Design. Proposal now reflects the latest saved Design changes without needing a browser refresh.
- 🇬🇧 K2 screw pack quantities – Fixed an issue where K2 screw quantity logic did not account for packs of 100. BOM quantities now reflect the correct screw pack requirements.
- Project search by ZIP or postal code – Fixed an issue where the main Projects search bar did not return matching projects when searching by ZIP or postal code. Projects now appear when the saved address details match the search.
- Featured figures in Swipe proposals – Fixed an issue where featured figures in a Sales Machine Swipe proposal could change after refreshing the proposal page. Featured figures now stay consistent with the proposal template.
- Scroll proposal display and calculation fixes – Fixed several Scroll proposal issues, including mismatched payback periods between online and PDF proposals, overlapping initial investment text, microinverter miscounts in retrofit projects, and lifetime savings table periods. Proposal numbers and layout details now stay more consistent across online and PDF views.
- AI Lead Gen roof drawing tool – Fixed an issue with the roof drawing tool in AI Lead Gen. Customers can now draw the roof area and generate projects from AI Lead Gen on a PROfile or company website.
Try out the new features and let us know what you think!