AI Generated Proposal Summaries use AI to create clear, homeowner-friendly overviews for each proposal option you present. These summaries make it easier for customers to understand highlights in comfort, efficiency, and value, helping you deliver a more professional consultation and build trust. Learn more here.
Percentage-Based Interactive Discounts allow you to quickly apply discounts as a percentage of the proposal total. This streamlines the discounting process, makes proposal creation faster, and gives your team more flexibility when presenting offers to homeowners. Learn more here.
Additional Enhancements
We added numerous presentation settings, giving you more control than ever over what information is displayed to your customers and how your proposals are presented, including:
The ability to display both the total investment and monthly payments on the comparison page. Learn more here.
The ability to show or hide system pricing. Learn more here.
The ability to show or hide product model numbers. Learn more here.
The ability to show or hide AHRI information. Learn more here.
The ability to lock consultations. Learn more here.
The ability to enable the Energy Savings Tag by default. Learn more here.
We resolved two ServiceTitan Quick Post bugs related to product descriptions and quantities.
We reduced the AutoPilot condition character limit to two characters to better support real-world rule configurations.