This release includes performance improvements, better control over how journeys are launched and shared, and industry-specific enhancements for HVAC, roofing, and multi-location teams.

🌐 All Trades

More control over how Journeys launch and load

• New Launcher Settings under the Journey Share tab give you more flexibility over how and where journeys are launched.
• Faster journey load times thanks to automatic header image optimization that reduces file size without sacrificing clarity.

Cleaner visuals and stronger branding

• SVG uploads are now supported in Product blocks, making it easier to use crisp logos, icons, and badges.
• Image button groups and product detail views are now more consistent and visually polished.
• Text and color in text blocks now stay aligned between desktop and mobile views.

Better data accuracy and exports

• Lead reports now automatically update when an address changes.
• Bulk lead exports run faster and return results more quickly.
• Domain entries now support subdomains and subpaths (e.g. www.domain.com or /free-estimates) under a single configuration.

🏠 Roofing & Exterior Contractors

More complete and transparent roof data

• Secondary roofs and structures are now included directly in the prospect drawer.
• Roof calculations now display the data source used to generate measurements, adding clarity and confidence to proposals.

❄️ HVAC Contractors

More consistent, accurate proposals

• HVAC blocks now correctly match your theme’s primary color.
• Pricing formulas now properly account for button group selections, improving front-end pricing accuracy.

🏢 Agencies & Multi-Location Operators

Early agency support

• Parent Organizations allow a parent account to manage multiple child companies from one place.
• Company verticals can now be defined during company creation and editing, helping keep multi-brand setups organized.

🛠 Bug Fixes & Stability Improvements

• Fixed alignment issues across HVAC blocks and image button groups.
• Fixed journey templates not displaying header images correctly during creation.
• Fixed missing or inconsistent unsaved-changes warnings across workflows and settings.
• Fixed settings pages that could error without showing feedback.
• Fixed spoofing sessions getting stuck after refresh or expiration.
• Fixed product detail views not rendering correctly in some cases.

We’ve rolled out new updates to make journeys more intuitive, solar pricing more flexible, and scheduling more effective. Here’s what’s new:

🔘 New Image Button Group Block

Build beautiful, simple Q&A steps with ease. The improved image button group now supports an icon library, making it effortless to create visually appealing question-and-answer pages that look great and perform even better.

🌞 Extended TPO Support

We’ve consolidated our TPO options into a single setting. Now you can set a TPO price per kilowatt hour directly in the portal. In the solar overview block, choosing TPO instead of financed will automatically use this calculation for system recommendations and savings.

📆 Prioritized Round-Robin Scheduling

Team managers rejoice! If you’re part of a round-robin group, available appointments will now default to you first, only round-robining if you’re not available. That means more control and priority scheduling for leaders.

Introducing Journey Version History & Restore! 🔄

Ever wished you could undo a journey change or experiment without worry? Now you can! We've just released Journey Version History to give you complete control and peace of mind as you build and optimize your journeys.

📜 Keep Track of Every Change

Easily view a detailed history of your journey updates—see who made changes, when, and what was updated.

💬 Named Versions & Descriptions

Tag each version clearly with names and descriptions. Mark milestones, test ideas, or track performance clearly and simply.

🔙 Instant Restore

Rollback your journey instantly to any previous version. Whether recovering from unintended changes or returning to a known high-performing state, restoration is quick and easy.

Feel empowered to experiment and innovate, knowing you can always restore your journeys effortlessly. Go ahead—create boldly!

Going Global: International Support Has Arrived! 🌎

We’ve just opened up your lead-generation journeys to the world! Now you can easily expand your business internationally with these exciting new capabilities:

☀️ Customizable Solar Insolation Values

Set your own daily sunlight hours per territory to generate accurate solar estimates anywhere in the world.

💱 Currency Customization

You can now set and display the currency symbol that matches your market, ensuring clear and accurate pricing no matter where your customers are.

📞 International Phone Number Support

Capture phone numbers globally, providing seamless communication and improved conversions for international markets.

These new enhancements unlock powerful growth opportunities, letting you confidently build journeys and capture leads wherever your customers are located.

What’s New?

Connect your Outlook calendar for seamless scheduling, enjoy clearer visuals, and benefit from smoother journey sharing with our latest updates!

🚀 New & Improved

• 📅 Microsoft Calendar Integration:

  Good news for Outlook users! Connect your Microsoft Outlook calendar directly in Settings > Calendar to keep availability synced for easy scheduling within your journeys.

🐞 Bug Fixes & Stability:

We've fixed issues related to the "Send Journey" feature when sharing from the Prospects page and resolved problems with tracking information generation for some shared links, making sharing more reliable.

Stay tuned—more updates are coming soon!

What’s New?

We’re giving you more control over the look and feel of your journeys across all devices—plus a couple of handy updates to make your workflow even smoother!

🚀 New & Improved

• 📱 Mobile-Specific Text Sizing:

  You can now set text sizes separately for mobile and desktop views. Perfectly optimize your journey’s readability and visual appeal—no more compromises!

• 👀 Preview Journey Templates:

  See exactly what's inside journey templates before choosing one. Quickly preview content, select the perfect template, and get started faster than ever.

• 📐 Enhanced Mobile Styling:

  Embedding a journey in a tight space or half-screen? Journeys now intelligently adjust to mobile styling in smaller spaces, delivering a polished look no matter where they're embedded.

• 📎 PDF Attachment Support:

  Homeowners can now upload PDF files within journeys, making it easier to submit important documents seamlessly.

🐞 Bug Fixes & Stability:

We’ve fixed several issues around image uploads, headers, appointment bookings, and address inputs to give you a smoother journey-building experience.

Stay tuned—there’s always more on the way!

What’s New?

We’re fine-tuning your journey-building experience and enhancing the way you schedule appointments. Take a look at our latest improvements!

• ⌚ Configurable Look-Ahead Window

  Decide how far into the future homeowners can book appointments, so your schedule doesn’t get too cluttered.

• 📅 More Appointment Customization

  Now you can customize appointment titles, descriptions, and whether they’re virtual or in-person—giving you more control over how you connect with homeowners.

• ⚠️ Journey Configuration Warnings

  Keep your journeys error-free! If you have a variable misconfiguration or a missing block, we’ll let you know before you publish.

Enjoy a smoother experience, and stay tuned for more updates!

What’s New? ✨

We’ve been busy squashing bugs, refreshing designs, and polishing up the user experience in both the portal and the journey builder. Get ready for a smoother, faster, and more intuitive workflow!

New & Noteworthy

• 🌐 Separate Google Accounts by Territory
  Working across multiple regions? No problem! You can now integrate different Google accounts for each territory to ensure leads and calendar events reach the right local teams—no more mix-ups.
• 🧮 Exponent Support in Product Blocks
  Crunching numbers just got easier. You can now use exponent operations in product block calculations, giving you more precise financing estimates, monthly payment details, and beyond.

Bug Fixes & Improvements

• A raft of minor (but mighty!) bug fixes to keep everything running smoothly.
• Refined design elements and UX enhancements throughout the platform to help you build journeys faster (and happier).

What’s New?

🦃 Happy Thanksgiving! 🦃 We’re excited to introduce new features that enhance the journey creation process and improve the homeowner experience. These updates aim to make building and sharing journeys faster and more effective.

New Features:

• Step Template Previews: Journey creators can now preview step templates before selecting them. Instead of relying on names to guess the content, builders can see a visual representation of the blocks on each template. This improvement helps builders work more efficiently and ensures they choose the right templates for their needs.
• Share Journey Function: This new feature generates a hosted journey link that pre-fills homeowner or prospect information we already have. This eliminates redundant data entry, speeding up the homeowner’s journey experience. It also allows portal admins to view the exact journey a homeowner completed, making it easier to review and verify data, such as estimated costs on report pages. Find it by selecting the prospect you want to view or share and then clicking the share tab at the top.

What’s New?

We’ve rolled out several updates to make configuring your journeys and settings even smoother. This release includes navigation improvements, enhanced customization options, and features that streamline your workflow.

New Features and Improvements:

• Simplified Business Settings Navigation: Business settings are now easier to locate and set up, they are no longer hiding behind the locations tab.
• Bulk Share Link Creation: New bulk action for creating share links allows you to quickly generate links for re-engagement. These links will pre-fill any information already stored about a prospect, saving time and improving lead engagement.
• Enhanced DQ Step Configuration: We’ve redesigned the disqualification (DQ) step configuration, making it easier to set up disqualification and path conditions within your journeys.
• Popular Section in Block Selector: A new “Popular” section in the block selector helps you quickly find the blocks most commonly used, making the journey-building process faster.
• Improved Exit Experience on Last Step: Exiting a journey on the last step no longer triggers a confirmation message, clearing up any confusion about additional steps.
• Customizable Placeholder Text in Numerical Input Blocks: You can now customize the placeholder text in numerical input blocks to better prompt end users on what information to enter.

Bug Fixes:

• Facebook Pixel ID Configuration: Fixed an issue where the Facebook Pixel ID would disappear during configuration.
• Zapier Authorization: Resolved an issue with the initial authorization for Zapier connections.