Platformic

Release Notes

Last updated October 20, 2018

Version 5.3.0 - February 3, 2026

Highlights

  • Introducing nine new price calculation methods for quotes and jobs, giving greater flexibility for complex pricing scenarios such as per-watt and per-panel installations.
  • Cost presets are now automatically available on quotes and jobs.
  • See live pricing calculations during quote creation.
  • New "Show on Quote" toggles allow you to control the visibility of individual line items on customer-facing quotes.
  • A new invoicing workflow providing clearer control over invoice descriptions.
  • An easier product upload workflow with downloadable CSV templates.
  • Various bug fixes and performance improvements across the platform.

Major Changes

Pricing & Cost Presets

  • Added nine shared price calculation methods across quotes and jobs:
    • Add Once Only Per Item — adds this Expense once per Item, no matter the Item Quantity specified on the quote or job.
    • Add Once Per Watt of Panels In This Item — adds this Expense once for each Watt of panels on this Item (requires panels).
    • Add Once Per Watt of Panels In This System — adds this Expense once for each Watt of panels in the whole system (requires panels).
    • Add Once Per Item Quantity — adds this Expense once for each Item Quantity specified on the quote or job.
    • Add Once Per X Item Quantity — adds this Expense once for every X Item Quantity specified on the quote or job. For example, if X is set to 10, this Expense is added once for 10 Items and twice for 11 Items, and so on.
    • Add Once Per System — adds this Expense once per system, regardless of how many Items on the system include this Expense (uses the Expense Name and Price Calculation Method as the unique identifier). This is useful for charges such as a call-out fee applied once per system.
    • Add Once Per Panel In This Item — adds this Expense once per panel in this Item (requires panels).
    • Add Once Per Panel In This System — adds this Expense once per panel in the whole system (requires panels).
    • Manual Quantity — manually select the number of times to add this Expense.
  • Cost preset calculations can now be previewed live from individual quote items.
  • Presets automatically appear on quotes and jobs without developer intervention.
  • Automatic and instant quotes updated to support the new cost preset structure.

Quotes

  • Improved quote version display and loading performance on the Acceptance tab.
  • Quote items can now be expanded or collapsed all at once.
  • Quote PDF restructured under the hood for improved pagination and reliability.
  • Improved reliability when accepting quotes with complex pricing.

Jobs

  • Jobs support the nine new price calculation methods.
  • Job sidebar is now collapsible for improved usability on smaller screens.
  • Fixed Zone Controller display issues on Ducted R/C job sheets.

Invoicing

  • Added confirmation popups for deposit and balance invoices.
  • Invoice confirmations allow:
    • Custom descriptions.
    • Selection of visible line items.
  • Fixed an issue where subsidy invoices could display the wrong address when a site address exists.

Products

  • Improved CSV product upload workflow.
  • Added downloadable CSV templates per product type.
  • Added safer “Replace all from CSV” options when updating products.

Version 5.3.0-beta-rc-01 - January 5, 2026

Highlights

  • Introducing a new invoicing workflow that allows you to add descriptions and select visible line items.
  • Brought price calculation methods to jobs, as introduced in quotes.
  • Added a new manual quantity price calculation method.

Major Changes

Jobs

  • Added support for price calculation methods in jobs, including support for “X item quantity” and manual quantity.
  • Fixed bugs related to the jobs table.
  • Fixed a bug that may have caused job item expenses to show the wrong price when reordering expenses.

Quotes

  • Added suppliers to the price calculation table in the systems tab of quotes.
  • Improvements to the display and calculations of quote versions.
  • Fixed a bug in the quotes table that didn't allow users to save their layout.
  • Fixed bugs that could have displayed incorrect numbers of products on the quote PDF, depending on their price calculation method.
  • Fixed a bug where global options weren't added to Ducted R/C quotes when populated from the front end.

Invoicing

  • Added confirmation popups for balance and deposit invoices, allowing users to add descriptions and select visible line items.
  • Fixed a bug in subsidy invoices that would display the customer's suburb instead of the site suburb, when applicable.

Price Calculation Methods

  • New shared calculation logic for expense quantities across jobs and quotes.

Job Sheets

  • Job sheet PDFs updated to reflect new calculation logic.
  • Fixed bugs related to the display of Zone Controllers on Ducted R/C jobs.

Customer Handover Emails

  • Customer handover emails no longer duplicate product details attachments.

Pricing & Cost Presets

  • Allowed for $0 markup for all quote types.

Things to Check

Invoicing

  • Create deposit and balance invoices, and verify the line item selections and descriptions appear correctly in the generated invoices.

Jobs

  • Test various price calculation methods on jobs and confirm expense quantities are correct.
  • Accept a quote with complex pricing, and check that the prices are brought across from the quote to the job correctly.

PDFs & Emails

  • Confirm job sheet PDFs show the right product quantities.

Version 5.3.0-beta – September 23, 2025

Highlights

  • Powerful new Cost Presets with 8 calculation methods
  • Automatic Cost Preset availability on Quotes
  • Granular visibility controls for customer-facing Quote PDFs
  • Speed and user experience improvements on the Acceptance tab of Quotes
  • Cleaner Product CSV upload workflow with downloadable templates

Major Changes

Pricing & Cost Presets

  • Introducing 8 new ways that cost presets can be calculated:
    • Add Once Only Per Item
    • Add Once Per Watt of Panels In This Item
    • Add Once Per Watt of Panels In This System
    • Add Once Per Item Quantity
    • Add Once Per X Item Quantity
    • Add Once Per System
    • Add Once Per Panel In This Item
    • Add Once Per Panel In This System
  • Cost presets are now available in quotes without the need for developer intervention.
  • Cost preset calculations can now be previewed from the individual items on the quote page.
  • Terminology updated: instead of adding a “requirement,” you now add “items” with expenses.
  • Automatic quotes and instant quotes have been adjusted to handle the new cost preset structure.
  • A new “Show on Quote” toggle has been added, letting you show/hide presets on the customer-facing quote.
    • By default, any presets with products are shown, others are hidden.
    • Certain presets (e.g., outlets, zones) are shown automatically when generating automatic or instant quotes.

Quotes

  • Quote items can now be expanded/collapsed all at once for faster review.

Products

  • The workflow for adding products via CSV has been greatly improved. A new template is also available to help new companies get started.

Performance Improvements & Minor Changes

  • Saving and loading quote versions is now faster thanks to database and UI improvements.
  • The Jobs sidebar is now collapsible, making it easier to view jobs on smaller screens.

Things to Check

Pricing & Cost Presets

  • Check the new messaging at the top of each Pricing & Cost Presets page. Does it all make sense?
  • Open the new popup under Price Calculation Method > What Do These Mean? and check the wording.
  • Do your presets look correct for all quote types?
  • Do the new price calculation methods work correctly? (Test a quote with a preset that uses all 8 methods.)
  • ducted_rc_unit_{sm|md|lg} → split into ducted_rc_unit and ducted_rc_unit_install_{sm|md|lg}.
    • Do new and existing quotes have the correct prices, based on this structure?
  • outlets_standard → renamed to outlets.
  • zones_standard → renamed to zones.
  • zone_pack_platinum_2 → renamed to zone_controller.
    • Do new and existing quotes have these correct items added as they should?

Quotes

  • Do previous quotes look correct? Have all items been populated correctly across different quote types? Check the:
    • Systems tab
    • Acceptance tab
    • PDF
  • Test loading multiple versions of a quote from the Acceptance tab, especially with large quotes.
  • Test instant quotes from the front end:
    • Does the PDF look correct?
    • Can you email the quote to yourself correctly? To do this, open the quote PDF and add &email=true to the end of the URL and hit enter to go that page.
  • The Quote PDF has been restructured under the hood.
    • Does the Table of Contents count pages correctly, especially for quotes with multiple options and many hidden/shown items?
    • Do system options flow correctly onto multiple pages where needed?
  • Create a solar quote with batteries and panels. Once accepted, do STCs and CHB Subsidies come across to the job correctly?

Products

  • Review the new downloadable CSV template for each product type. Ensure it looks correct and makes sense.
  • Test the new “Replace all … from CSV” button using both options in the popup. Ensure products aren’t broken on quotes/jobs afterward.

Jobs

  • After accepting a quote with a new cost preset, does the preset come across to the job with correct items, expenses, and prices?
  • Do job sheets correctly show all products, even when a cost preset contains multiple product types (e.g., inverter, panel, battery)?
  • For ducted RC jobs, do job sheets correctly show the number of outlets and zones?
  • Test the new collapsible sidebar in jobs.
  • Do customer handover emails still attach the correct product details documents?
  • Do job statuses still reflect product details documents for the correct product types, even when using a new custom cost preset on the job?
  • Create a new cost preset with product > solar inverter. Create a job and add this new cost preset. Add a string inverter, then run through the commissioning checklist. Do the inverters populate correctly? Repeat this process with a micro inverter.
  • Create a job with panels only. Can you complete the commissioning checklist with no inverters?
  • Create a solar job from scratch. Do STCs and CHB Subsidies work correctly both during product entry and after saving?