Release Notes

• New notification center: Added a notification bell to the Zeus navigation bar, providing quick access to recent project activity.
• Real-time notification updates: New notifications can now appear without requiring a page refresh.
• Notification history: Users can review previous notifications from a dedicated notification history page.
• Personal notification preferences: Users can manage which supported project events they want to be notified about.
• Program-level notification rules: Authorized program administrators can configure notification rules while editing a program.
• Stage-specific notifications: Program notifications can be configured for all stages or selected stages.
• More informative notifications: Notifications now identify the project and the person who performed the action.
• Expanded project event tracking: Notification support includes project stage changes, comments, signatures, and other supported project activities.
• Improved notification email design: Notification emails now better match existing OptiMiser email styling and behave more consistently in dark mode.
• Improved notification reliability: Additional fixes improve event handling, navigation from notifications, loading behavior, and error messaging when the notification feed cannot be retrieved.

• New Program Usage table: Authorized users can now view project counts across companies and programs from the Programs area.
• Program filtering: Filter usage results to individual programs.
• Date-range filtering: Program Usage shares the usage date selector and defaults to the current billing period.
• Faster filtering: Changing filters now updates the table without reloading the entire page.
• Cross-company visibility: Users with the appropriate pan-company project permission can see program activity across participating companies.
• Clearer usage counts: Project counts include projects regardless of which organization is responsible for payment.

Audit Interface Improvements

• Guided tour restored: The interactive Zeus guided tour has been updated for the redesigned interface and can once again help new users navigate the audit workflow.
• Improved responsive layout: Audit tabs, toolbar controls, QA controls, and table selectors now adapt more cleanly on smaller screens.
• Better scrolling behavior: Audit forms and tables now account for the sticky toolbar so content and scrollbars are not hidden behind it.
• More consistent form spacing: Audit cards, labels, and form fields now maintain more consistent spacing across screen sizes.
• Improved QA controls: QA table controls have been repositioned and restyled to better match the rest of the audit toolbar.
• Less intrusive tooltips: Hover tooltips now wait briefly before appearing.
• Typography fixes: Corrected several areas where the intended application font was not being applied.
• Dark mode improvements: Updated several audit controls and notification elements for better display in dark mode.

Utility Data and Rate Improvements

• More reliable utility data extraction: Improved error handling, event tracking, and authorization for utility bill extraction workflows.
• Improved utility import diagnostics: Additional diagnostic support was added to help troubleshoot utility bill import issues.
• Four-decimal utility rates: Utility unit costs can now use up to four decimal places, improving support for rates that require greater precision.
• Improved rate validation: Rate plan fields now validate precision more consistently while preserving entered values when validation errors occur.
• Electric rate mapping fix: Corrected utility rate handling and electric unit mapping.
• Gas rate precision fix: Gas therm costs now retain four-decimal precision.
• Utility bill correction: Corrected the mapping for the final monthly gas cost field and improved rounding of fixed utility costs.

Reports, Documents, and Energy Results

• Project Scope on work orders: When provided, the Project Scope is now included directly beneath the title on generated work orders.
• Longer Send Link availability: PDF-at-Home Send Links now remain valid for 30 days, increased from 7 days.
• IRA rebate savings: Added calculation and display of IRA Home Energy Rebates savings percentages in Home Energy Score workflows.
• Air leakage chart fix: Corrected an issue that could prevent air leakage chart data from displaying properly.
• Energy estimates chart fix: Restored the missing July label on the energy estimates chart.
• Rich-text editor reliability: Fixed an issue that could cause existing content to disappear when a rich-text editor initialized.
• Home Energy Use table improvements: Updated presentation of the Home Energy Use table.

Branding and Administration

• Logo removal: Administrators can now remove company, program, and utility logos.
• Improved branding defaults: Company and program logos are now enabled by default where applicable.
• Improved email branding: Updated email logos and templates for more consistent appearance, including better compatibility with dark-mode email clients.
• Program administration improvements: Notification configuration has been integrated into the program editing workflow for easier management.

Measures and Project Data

• More reliable measure matching: Improved how measure names are matched and retained, especially when projects or measures move between environments.
• Measure group improvements: Updated measure-group child lists and supporting measure configuration.
• Stage ordering fixes: Improved preservation of configured stage order when administrators reorder project stages.
• Range data reliability: Corrected project data extraction for cards containing multiple range values, preventing stale or incomplete extracted project data.
• Battery data extraction: Added battery information to supported project data extraction.

Additional Fixes

This release also includes numerous smaller stability, layout, data validation, loading, and administrative improvements throughout Zeus and the Zeus administration interface.

This release brings a major refresh to the OptiMiser interface, along with improvements to reports, photos, work orders, modeling options, and project reliability.

We’ve updated navigation throughout OptiMiser to make it cleaner and more consistent.

• Added a new top navigation bar for quick access to Accounts, Projects, Support, and user options.
• Streamlined the Projects screen and moved filters and sorting into a cleaner layout.
• Updated the audit toolbar to make project stage, QA information, and other commonly used controls easier to access.
• Tightened spacing and refreshed typography throughout the audit and Accounts interfaces.
• Cleaned up several remaining dark mode display issues.

Mobile users will see some of the biggest changes. Project filters and audit navigation now use mobile-friendly drawers, toolbars collapse as you scroll to provide more working space, and layouts have been adjusted to work better on smaller screens.

Improved Accounts and Company Management

The Accounts area has also received a substantial redesign.

• Added a consistent company selector for users who work with multiple companies.
• Made Company Profile easier to find as a primary tab.
• Reorganized company settings into a more consistent tab structure.
• Moved Pricing to a dedicated page.
• Simplified program selection with consistent in-page program filters.
• Improved the Usage screen, including a clearer summary of recurring plans.
• Improved company dropdowns, sticky table headers, and other interface details.

Better Reports and Work Orders

Several updates make reports and project documents more informative.

• Home Energy Use and Heating & Cooling report tables now show the change in consumption between scenarios.
• Reports now show total cost savings more clearly.
• Added support for BaseACHn as a dynamic report variable.
• Work orders can now include the manufacturer, model, and serial number for proposed appliances when that information is available.
• Refined Home Energy Use table formatting for improved readability.

PDF Forms and Signatures

PDF form workflows now provide better tracking and work more reliably across shared programs.

• OptiMiser now records when PDF forms are sent and signed, providing better visibility into form activity.
• Fixed an issue that could prevent email templates from appearing when working in programs shared between companies.
• Improved error handling when PDF form templates cannot be loaded.

Better Photo Organization

Photo handling has been expanded to support more complex project documentation.

• Photos can now be organized into multiple groups.
• Project file information now includes additional details such as photo group, caption, card, and associated control.
• Picture tables can display photos from the appropriate group instead of combining unrelated photos.
• Improved handling of Additional Photos when photo sections do not have custom labels.

Expanded Modeling Support

This release adds several new options for modeling equipment and weather.

• California projects can now support selection among CZ2010, CZ2025, and CALEE2024 weather datasets.
• Added support for multiple ranges within a home.
• Added better distinction between ranges, cooktops, and ovens.
• Improved handling of range names and made some range-type inputs optional when they are not needed.
• Added support for additional HVAC data tables.
• Updated gas-rate data and related inputs.

Reliability and Bug Fixes

We also addressed several issues that could cause unexpected changes or failed saves.

• Fixed an issue where opening a project could fail to retrieve a newer copy from the server.
• Fixed an issue where clicking Calculate could automatically select the first option in a dropdown that had intentionally been left blank.
• Fixed failed project saves caused by unusually large numeric values.
• Fixed an issue where rapid edits to measure groups could cause some edits to be lost or costs to change unexpectedly.
• Improved preservation of custom margin values when editing measures.
• Fixed several dropdown, toolbar, filter, and scrolling issues introduced during the interface redesign.
• Improved company invitation handling when some account information is incomplete.
• Fixed an issue that could prevent the Usage page from loading for companies without complete billing information.
• Restored access to the support chat widget for users who are not signed in.

• Improved billing statements: The Billing tab now provides a clearer statement view that groups invoice charges and payments by billing period. Users can expand invoices to see their underlying activity.
• Downloadable statements: Billing statements can now be downloaded as PDFs.
• Improved invoice details: Invoice details now show payment status and associated online payments, making it easier to understand whether and how an invoice was paid.
• Paid and unpaid invoice status: Customer invoice lists now clearly identify paid and unpaid invoices.
• Purchase order numbers: Custom plans can now include a purchase order number, which is carried forward to the appropriate invoices and displayed in invoice details.
• Billing email recipients: Companies can specify one or more billing email addresses for invoice notifications.
• Better invoice emails: Invoice emails now include a Go to Billing button that opens the company's Billing tab directly.
• Invoice email resending: Administrators can resend invoice notifications when needed.
• Improved manual and automatic billing transitions: We made several improvements to ensure invoices remain associated with the correct billing method when a company switches between automatic and manual payment.
• More reliable check and ACH accounting: Billing activity is now recorded more consistently in the account ledger, including check, card, and ACH transactions.
• Improved subscription history: Billing periods are now maintained as individual subscription records, preserving the billing method and other settings that applied during each period.
• Additional billing safeguards: New checks help identify missed invoices and alert support when payments fail.

• Editable line types: Administrators can now change a measure's line type directly in the measure table.
• Smarter labor and material editing: Labor and material fields are enabled only when appropriate for the selected line type, helping prevent invalid cost configurations.
• Per-measure-group units: Individual measures within a measure group can now use their own units.
• Flexible quantity scaling: Measure group members can reference a project field to scale their quantities automatically.
• More reliable measure group editing: Autosaving has been improved, and measure group member IDs now remain stable when groups are edited and saved.
• Measure client keys: Additional support has been added for identifying measures using client-specific keys.

PDF Forms and Electronic Signing: We made substantial improvements to the PDF-at-home and Send Link workflows.

• Custom PDF email templates: Companies and programs can now configure the email sent when a PDF form is sent for review or signature.
• Program and project flexibility: Email templates can be configured at the company or program level, with support for project-specific overrides.
• Improved Send Link tracking: Forms sent through Send Link are now marked as sent and retain their send timestamp.
• More accurate form status: Completed forms now retain the appropriate signer and workflow status rather than being assigned a generic completion status.
• Signed form protection: Signature checkboxes are locked after signing to reduce accidental changes.
• More reliable form loading: PDF-at-home now uses the program's current form configuration, reducing issues caused by older project settings or cached forms.
• Improved email metadata and form handling: Several fixes make new-project forms, signer workflows, and email generation more consistent.
• Additional email security: Custom email content is sanitized before use, and the rich-text editor is now hosted directly within OptiMiser rather than loaded from an external service.

Reports and Dynamic Content: Reports received a number of improvements behind the scenes and in report content.

• More reliable dynamic report values: Dynamic report fields are now refreshed when a report is viewed, reducing the chance of displaying outdated project information.
• Equipment age information: Equipment nameplate scanning can now identify manufacturing year when available.
• Expanded equipment lookup: When manufacturing information cannot be determined directly from the nameplate, the lookup process can use additional information sources.
• Equipment replacement guidance: Master reports can now use equipment manufacturing dates to identify HVAC, water heating, and cooking equipment that is approaching or has exceeded typical expected service life.
• Improved report photo handling: Report photos are tracked more reliably across projects and templates, including projects that share or inherit photos.

Photo Improvements: Photo viewing and editing received several usability and reliability upgrades.

• Fullscreen photo viewer: Project photos can now be opened in a fullscreen gallery with zoom support and keyboard navigation.
• Better photo navigation: Unsaved photo edits are preserved while navigating through the fullscreen viewer.
• More reliable photo rotation: Rotated photos now save more consistently.
• Fewer stale images: Improved image caching and versioning helps ensure updated photos appear immediately instead of an older cached version.
• Safer shared-photo handling: Projects that share photos now maintain those references more carefully when projects or images are removed.

Equipment Nameplate Scanning: Nameplate scanning has been expanded to provide more useful equipment information.

• Manufacturing year can now be captured when it is available.
• Additional lookup methods can supplement information that cannot be read directly from a nameplate.
• New explanatory text clarifies what information may be sent to the equipment identification service and where supplemental equipment information may come from.

Project API Improvements: For customers and integrations using the OptiMiser API:

• Project list sorting: Project lists can now be sorted by modified date, creation date, scheduled date, or project ID.
• Project list filtering: API requests can filter projects by company, program, state, workflow stage, creation date, and modification date.
• Improved API compatibility: Existing project-list response formats have been preserved while adding the new filtering and sorting capabilities.

Administration Improvements: Administrative tools received several usability updates.

• Company and program selection dropdowns are now searchable.
• Program roles are displayed alongside company roles, with the associated program clearly identified.
• Administrators can accept a pending company invitation on a user's behalf.
• Company IDs are now easier to see in administrative company lists.
• Workflow Stage IDs are now displayed where appropriate.
• Stage access now follows company and program permissions more consistently.
• Account management page text has been updated for clarity.
• Administrators can resend verification emails and see whether a user's email address has been verified.

Utility Rate Improvements

• Utility access permissions have been corrected for project viewers who need rate information.
• Existing OpenEI rate information is preserved if the OptiMiser utility service is temporarily unavailable.
• Delivery-only rates are now filtered from OpenEI results to reduce inappropriate rate selections.

Reliability, Security, and Performance: This release also includes a substantial collection of behind-the-scenes improvements.

• Improved UTF-8 support reduces errors caused by special characters in project and database content.
• Additional protections have been added around Stripe payment notifications and simultaneous subscription renewals.
• API rate limiting has been made more resilient during server maintenance.
• Frontend dependencies were cleaned up, reducing the installation footprint by approximately 107 MB and improving deployment consistency.
• Database and development environment configuration has been simplified to reduce differences between development, testing, and production systems.
• New project lineage tracking provides better information for troubleshooting projects that were created from or related to other projects.
• Additional safeguards have been added throughout PDF forms, email templates, billing, photos, and administrative tools.

• More dynamic report content: Reports can now use additional project, utility, and program information. Dynamic report values are refreshed when the report is viewed, helping keep report content current.
• Improved ESC report page: The ESC page is now generated dynamically, with cleaner formatting and fixes for links and page content.
• Clearer work order quantities: Work orders now provide clearer quantity information and distinguish between the quantity and its units, such as Each, Hours, or Sq. Feet.
• Better labor and material details: Work orders can now more clearly identify labor and material line items.
• Improvement selections are respected: Measures that are not selected under Specify Improvements are no longer included in work orders.
• Grouped measures in work orders: Measure groups and their individual line items now display correctly in report and PDF work orders, with improved totals and quantity information.
• Report viewer fixes: We corrected zoom issues, cover photo text, title page and sidebar inconsistencies, report popups, and dynamic report links.
• Better bug reporting: Screenshots can now be included when submitting feedback, and additional navigation context is captured to help us troubleshoot problems.
• Heating and cooling chart fix: Heating and cooling chart data now stays grouped correctly.

• New measure group support: Related improvement line items can now be grouped together and managed as a single improvement package while retaining their individual costs and quantities.
• Automatic quantity scaling: Measure quantities can automatically update when linked areas or other relevant project inputs change.
• Improved group totals: Costs for grouped measures automatically recalculate as individual line items change.
• Clearer Additional Improvements table: Quantity, units, cost, inclusion status, and labor/material information are now displayed more consistently.
• Improved improvement deletion: Deleting an improvement now fully removes it rather than simply hiding it from view.
• Additional measure fixes: Adding and editing additional measures is more reliable, including measures without a default quantity.
• Better duct conversion workflows: Improved support for projects switching from non-ducted to ducted HVAC. The Delivery section now provides clearer HVAC type, new duct, insulation, and duct sealing information.

• Improved program sharing visibility: Administrators can now see programs shared with other companies and view the number of companies with access.
• Project company reassignment: Projects in eligible owner-paid programs can now be reassigned to another company.
• Improved assignee lists: Assignee options are now more accurate when working with projects for other companies. The logged-in user is no longer automatically assigned when creating a project for another company.
• Contact quality checks: Required contact information is now checked to help identify incomplete records.
• Utility logo improvements: Uploaded utility logos are now stored and displayed more reliably.
• Faster company address entry: Google Places address autocomplete is now available when creating a company.

• Stripe Tax integration: Sales tax can now be calculated through Stripe Tax for applicable billing workflows.
• Itemized invoice taxes: Tax is calculated and displayed by invoice line item for clearer billing details.
• Improved address handling: Company addresses are synchronized with Stripe before tax calculations and checkout, reducing address-related checkout errors.

• Improved SCE file handling: SCE usage files with an XML extension are now handled correctly even when the underlying data is CSV formatted.
• Corrected usage totals: Fixed an issue that could cause imported utility usage totals to be calculated incorrectly.
• SoCalGas import fixes: Improved handling of SoCalGas usage files.
• Additional CSV improvements: Several utility CSV variations are now imported more reliably.

• Air Infiltration updates: Added Leakiness information and reorganized the Air Infiltration section for clearer data entry.
• EV charger input fix: Corrected the EV charger amperage input control.
• Geometry calculation fixes: Improved handling of geometry defaults, length and width synchronization, and repeated ceiling sections.
• Ceiling area fixes: Ceiling area updates now apply more reliably to the correct ceiling.
• Improved project and template rebuilds: New and copied projects and templates now rebuild their calculation data before report use, helping ensure reports reflect current project information.
• Version reliability improvements: OptiMiser can now automatically refresh when the loaded application version is too old for the current program model.

• Added an open-source software notice.
• Fixed issues affecting newly created report templates.
• Improved overall report, measure, and project reliability through additional stability fixes and behind-the-scenes updates.

• Added accessibility controls, including dark mode and adjustable font size.
• Added a new Payback Analysis view with cash and financing charts, summary tables, PNG export, and Excel export.
• Added end-use consumption charts to the Cost view.
• Added support for ACH invoice payment links, invoice status tracking, clearer invoice layouts, and more consistent billing emails.
• Added support for scheduled plan changes and improved renewal invoice handling.
• Added company/program incentive defaults and program-level inheritance controls for QA/QC, utilities, incentives, measures, stages, rates, and PDF forms.
• Added utility and program profile fields, including website URL, description, and utility logos.

• Improved real-time sync behavior to reduce circular reloads, repeated saves, and unnecessary updates.
• Fixed Green Button utility data import issues, including compressed utility feeds and dual-fuel data handling.
• Fixed several report rendering issues, including CAZ formatting, bullets, chart loading, mobile layout, image picker positioning, zooming, and scroll behavior.
• Fixed PDF-at-home field permission handling and program-specific PDF form resolution.
• Fixed shared-program permissions so invited companies receive the correct program-owner defaults.
• Fixed invitation and role behavior for company managers and program roles.
• Fixed utility bill import edge cases and electric generation bill controls.
• Fixed geometry and ceiling-area update behavior in repeated cards.
• Fixed cases where scientific notation could be treated as a normal numeric value.
• Improved validation and error handling around measures, contact-required checks, utilities, and event tracking.

• Fixes for circular reload and save scenarios
• Improvements to simple and complex syncing
• Better handling of reload and update events
• Reduced unnecessary spreadsheet-related data being sent during sync
• Fixes for records that were not updating correctly in some cases

This release includes a major round of improvements to PDF forms, including better support for sending forms to others for completion.

Send Link for PDF Forms

Users can now send a secure form link directly from Zeus, making it easier for clients, tenants, owners, agents, or other signers to complete PDF forms remotely.

• Cleaner form selection and delivery behavior
• Better handling of available signers for each document
• Improved email validation
• More reliable file handling when sending forms
• Safer display of email addresses and form values

We fixed an issue that could prevent PDF-at-home sessions from running correctly when the recipient was not logged in. These sessions are now more reliable, and related errors are easier to detect and troubleshoot.

PDF form status tracking has been improved, especially for forms that require signatures from multiple people.

This release adds broader support for incentive defaults, helping reduce repetitive data entry when incentives are commonly used.

Outdoor design temperatures are now editable, giving users more flexibility when reviewing or adjusting project assumptions.

We fixed a flickering issue that could occur when hovering over the additional measures modal on the Electric Service card.

• Added support for a new utility-sharing workflow that allows customers to authorize access to utility billing data through a Green Button / Connect My Data process.
• Improved Green Button XML parsing so utility data imports more reliably across different utility formats, including feeds with multiple meter readings, gas and electric usage, interval readings, summary-only feeds, cumulative readings, and varied XML namespaces.
• Added support for automatically importing authorized utility billing data when it becomes available.
• Improved handling of expired utility access tokens so imports can continue without requiring a new authorization whenever possible.
• Added safeguards so imported utility bill data can update an active project session more smoothly.

• Added support for complex gas rates.
• Updated rate controls so simple and complex gas rate fields show only when relevant.
• Improved rate handling to prevent stale complex-rate selections from affecting calculations.

• Added new report branding settings, including font and color controls.
• Improved chart formatting controls, including chart title size, font family, and chart sizing.
• Added color controls for report elements such as footer text.
• Improved report cover image handling and SVG overlay support.

• Added core PDF Forms functionality, including support for viewing, saving, deleting, uploading, and updating PDF form status.
• Added support for PDF form sessions and PDF At Home workflows.
• Improved form list behavior, including form status display, reload options, and handling of uploaded forms.
• Added support for filling PDF form fields using project data.
• Added work order line generation for Statement of Work form data.
• Improved handling of PDF form templates, project-specific forms, and user-uploaded forms.

• Fixed issues that could prevent project creation in external programs.
• Fixed issues related to missing company user records.
• Improved company and program permission handling for company managers and program managers.
• Added broader company-level access where appropriate for users who manage work across multiple companies.
• Improved project creation so program information passed through project values can override the default program name when needed.

• Added new fiberglass batt insulation options.
• Added or updated measure items for induction ranges, heat pump dryers, and related parameters.
• Improved measure-driven controls so certain appliance and equipment fields are driven by the selected measure rather than separate manual checkboxes.
• Updated PV array kW field configuration.
• Updated the Fox Battery banner name.

• Improved internal data handling for project files, PDF forms, repositories, and session cleanup.
• Improved database and file handling used by form workflows.
• Added safer request handling and controller routing for newer workflows.
• Added additional logging and diagnostics for utility import workflows.
• Fixed spelling and display issues in selected areas.

We made several updates to improve report generation, editing, and layout consistency:

• Improved photo handling in reports, including better support for image grids and image slots.
  
• Fixed issues where report images could fail to persist after editing.
  
• Improved spillover page behavior so report pages clean up correctly when images are removed.
  
• Adjusted header photo placement for better report layout.
  
• Fixed an issue where editable report fields could lose their border styling after PDF generation.
  
• Improved checkbox behavior in reports, including updates to the Air Quality / Hazards page.
  
• Empty tables are now hidden more consistently in reports.
  
• Report templates and standard reports now calculate more reliably so required variables appear correctly.
  
• Restored reports now appear more consistently when project data is saved around the same time.
  

Please the full description of changes to the report system here.

We improved how photos are added, deleted, and included in reports:

• Adding a photo to the Photos section now correctly enables the report icon so the image can be included in reports.
  
• Image deletion is now more responsive, allowing users to continue working while cleanup happens in the background.
  
• Improved image handling when copying projects or report files.
  

We fixed several navigation and sidebar issues:

• Reloading from the three-dot menu now returns users to the correct previous page.
  
• The left sidebar now shows all report pages more consistently.
  
• Subpages are now indented to make the report structure easier to understand.
  

XML and Data Export Fixes

We made updates to improve exported data quality:

• XML exports now handle deduplication and sorting more reliably.
  
• Cost-related XML output has been corrected.
  
• Database extracts now avoid deprecated cards.
  

• Updated modal formatting to make values easier to review.
  
• Added clearer messaging when a selected utility is not supported.
  

We added several improvements to make Zeus more stable and easier to troubleshoot:

• Save, sync, and reload behavior has been improved when project data is updated.
  
• Report save errors are now shown more clearly to users.
  
• Spellcheck is now available in the report editor.

Version 2.9.1 | 2026-05-05

Photo Management Improvements
We’ve made several updates to make photo collection faster, clearer, and easier to manage in reports.

Blank photo containers now display a camera icon and a report icon. The report icon shows whether a photo will be included in the final report.

When a user takes or uploads a photo, the photo is included in the report by default. Users can remove a photo from the report by clicking the report icon so it turns grey. Photos with the report icon turned on will be included in the report; photos with the report icon turned off will remain in the project record but will not appear in the report.

Users can also change the report setting after a photo has already been uploaded by opening the image and updating the report icon there.

Desktop users can click either the blank photo container or the camera icon to open the file explorer.

Mobile photo capture has also been improved. On mobile devices, the camera icon will either open rapid-fire photo mode or open the back-facing camera, depending on the type of photo card. Photo cards that allow multiple images, such as “Have Additional Photos,” can use rapid-fire mode. Single-photo cards, such as nameplate photos or the Building Front Photo, open the back-facing camera directly.

When users allow location access, geotag data can now be applied to uploaded photos that do not already include it.

We also resolved an issue that prevented some mobile users from selecting OK or Cancel when creating a report.

Report Editing and Rich Text Improvements
Report editing now includes improved rich text editing for longer text and paragraph-style inputs. The new editor supports common formatting tools, including undo and redo, bold, italic, underline, links, font size adjustments, and bulleted or numbered lists.

Older pseudo tags, such as [bold], [italic], [underline], and [link], are no longer supported. Users should use the new rich text editor controls instead. Any old pseudo tags still present in text fields should be manually removed or replaced with the new formatting tools.

Some shorter text fields, such as headers, will continue to use standard text input fields. Longer report text areas and paragraph fields will use the new rich text editor.

A few notes for report editing:

The character remaining count is now an estimate. Formatting such as bold text, larger font sizes, and bulleted or numbered lists can reduce the available space in the report. Users should still review the final report to make sure text does not spill below the footer.

When pasting text, it is possible to exceed the character count limit. In that case, the character count may become negative. Users will need to remove text before typing or pasting more content.

If a report edit needs to be restored, users can use the Recover link to access recent saved versions.

Building Type and Envelope Display Improvements
We improved how building type selections control the related envelope inputs.

When the building type is set to Single-wide Mobile Home or Double-wide Mobile Home, the Mobile Home Belly card now appears in the Envelope section. For all other building types, the Mobile Home Belly card is hidden.

We also improved the display logic for the Footprint section. Basement Area, Crawl Area, Slab Area, and Frame Floor Area must now have an input greater than zero before their related cards are shown. This helps keep the interface focused on only the sections that apply to the home being modeled.

Footprint Page Improvements
Field inputs on the Footprint page now show and hide more reliably when switching the primary foundation type. This should reduce confusion when changing foundation assumptions during data entry.

IRA HOMES Report Page Updates
The IRA HOMES report page has been updated to improve the report experience and better support current program needs.

Template Modal Fixes
We fixed an issue in the template creation modal related to the Access Level dropdown. Previously, switching from Company Wide or Program Specific back to Personal could prevent a new template from being created. This workflow now works correctly.

Security and Spam Protection
We added reCAPTCHA v3 support to improve protection against spam and automated submissions.

General Stability and Interface Fixes
This release also includes interface cleanup, styling fixes, and behind-the-scenes improvements to reduce unnecessary reloads and improve stability when multiple users or sessions are active.

Version 2.9.1 | 2026-04-24

1. When switching between Base Building, Improvements, Notes, and Photos tabs, outline levels that have no content on the selected tab are now shown greyed-out (rather than hidden). 
   
   
2. Clicking a greyed-out outline level will navigate you to the first available page containing that tab. For example, clicking "Client" will move to the Base Building tab, since that is the first tab with content at the Client level.
   
   
3. Clicking a section or sidebar with lighter opacity will switch you back to the Base Building filter, which shows all content.
   
   
4. Fixed an issue where navigating sidebar sections would incorrectly redirect to the Analysis page instead of staying on the current page.
   
   

1. Fixed an issue where the CAZ page would only display 1 image and would not create a spillover page when 3 or more images existed.


2. The footer now consistently appears at the bottom of the page.

1. From Active Projects, All Projects, Archived Projects, On Hold, or Templates — click the 3-dot menu next to the project or template, then select "Copy to Template".


2. Fill in the required fields and click Save.

1. Inside a report, click the "Save as New Template" dropdown.


2. This will first save the current report, then open the same modal as the 3-dot menu, allowing you to save the file and report as a template.


3. Fill in the required fields and click Save.

Note: You cannot save the template until all required fields are completed.

Note: After saving, the template appears under Projects > Templates.

Change: For both Company-wide and Program-specific templates, entering a Program is now required. Use the Standard Program when creating a Company-wide template. (Previously, Company-wide templates did not require a Program.)

Change: Both template creation methods now use the same UI.

1. On the Templates page, you can now click a template to open it just like any other project.


2. You can edit the report within a template the same way you would any other report.

1. The label [Template] now appears next to the project name at the top when a template is open.
   
   
2. On the reports page within a template, only the Standard Report is visible — HPXML, PC Project File, CSV Project File, and Home Energy Scores are not shown.
   
   

1. Fixed an issue where images were not rendering correctly in generated PDF reports. Images are now fully loaded before being sent to the PDF server, ensuring they appear as expected in all exported reports.

1. Custom programs now appear at the top of program selection lists, making them easier to find.


2. Elevation is now stored and displayed in feet.

1. HES (Home Energy Score) table validation errors are now displayed in blue and left-aligned for improved readability.

• Added PV auto-sizing and PV savings support to improve solar-related calculations and reporting.
  
• Improved table and spreadsheet-style views with export and copy tools, a sticky toolbar, and saved preferences for column visibility, column order, and sort order.
  
• Added support for radio-list style controls and improved handling for certain field limits and data-entry behaviors.
  
• Improved geometry helpers and alerts, including better wall and footprint estimates, better attic and ceiling handling, mobile home logic updates, and shared wall calculations.
  
• Updated the address field so it looks and behaves more consistently with other fields.
  
• Improved the login experience on smaller screens, including a password visibility toggle and a forgot-password link.
  

See detailed report editing notes here.

• Report text editing now has better support for bold, italic, underline, and links using pseudo tags, including improved handling for nested formatting and more forgiving closing behavior.
  
• Fixed issues where special characters, including &, could display incorrectly when formatting text or links.
  
• Improved how sidebars and grouped report sections move so related items stay together and pages remain in the correct order.
  
• Rebuilding from a template is now more reliable. Template order is preserved first, new pages are inserted more intelligently, and template photos are handled more predictably when newer project photos are available.
  
• Improved rebuild with hand edits behavior and fixed several issues involving extra pages, spillover pages, sidebar movement, and page grouping during rebuilds.
  
• The rebuild modal now scrolls on smaller screens so confirmation controls remain accessible.

See detailed report editing notes here.

• Improved camera and image upload behavior, including better support for opening the camera or gallery on mobile devices.
  
• Fixed several issues with PDF uploads and PDF-based report edits, including page counting, delete behavior after reruns, grouped movement of PDF pages, and cases where PDF editing tools could fail to load.
  
• Photo overlays are now hidden when no image is present, and photo-related tooltips and handling have been improved.
  

• Fixed several formatting issues in reports, including bullets, number formatting, and work order page layout problems.
  
• Improved stability around report rendering, attribute syncing, and editor behavior in cases where older and newer content nodes were conflicting.

• Fixed issues with gas utility lists and rate information not populating correctly when using custom rates.
  
• Corrected custom utility rate loading and related rate-control behavior so selections save and process more reliably.
  

• The Paste Text option now supports both CSV data and LADWP bill data.
  
• Improved handling of pasted and uploaded utility bill data, including better date parsing, support for mmddyy dates, date/time header detection, and 24-hour time conversion.
  
• Restored utility bill scan fields for electric and fuel bill images.
  

• Updated the PV interface for a clearer layout and smoother workflow.
  
• Improved panel cost calculations.
  
• Added clearer PV values, including Existing kW, Added kW, and Total kW.

• Fixed several report spillover and printable page layout issues so continuation pages, headers, footers, and photo sections display more cleanly.
  
• Corrected formatting issues that could affect report readability in direct install, safety, air leakage, improvement package, and related sections.
  

• Revised the air sealing section for better clarity.
  
• Switched the sealing measure unit to conditioned floor area.
  
• Fixed the air sealing area tooltip.
  

• Added a project migration script and supporting documentation.
  
• Introduced improved backend change logging for project updates to support better tracking and troubleshooting.

• Fixed an issue where saved reports could reload with hidden content because modal window state was being saved into the report HTML.
  
• Improved text editing so formatting no longer incorrectly continues across paragraph breaks when pressing Enter or leaving a field.
  
• Fixed cases where HTML could appear in text content.
  
• Improved handling for large report files and made report rebuild behavior more reliable.
  
• Fixed TOC and page ordering issues.
  
• Prevented extra pages from being created when generating reports from templates.
  
• Improved how template-based pages are shown, hidden, and reordered.
  
• Fixed alias checkbox behavior in report editing.
  

• Fixed image upload issues.
  
• Improved the image picker when a project has no images.
  
• Fixed template photo behavior, including template photos appearing in the image picker.
  
• Added clearer selected-image highlighting.
  
• Fixed photo caption issues, including default captions, restoring captions, saving captions in templates and hand edits, and handling captions when figures are structured differently.
  
• Added a fallback to use the image source when a full-size image is unavailable.
  

• Added Bill Scan support for both electric and gas images.
  
• Improved integration and error handling for bill scan-related processing.
  
• Removed billing-days text from the bill scan image flow.
  
• Updated the workflow so the email input is only shown for ICF-specific use cases.
  
• Improved email submit handling and prevented double-click submissions.
  
• Added a link from the read-only fuel utility field to the utility rates card.
  

• Improved chart handling by merging available datasets to surface the highest value for charting where applicable.
  
• Improved PDF generation performance and reliability by converting chart canvases to static images before sending reports to the PDF server.
  

• Home Facts content now renders more cleanly, with each line appearing as its own bullet item.
  
• Fixed glossary ordering.
  
• Corrected the continued page title for the Definitions/Explanations section.
  
• Standardized capitalization for CAZ.
  
• Removed outdated supported image format text.

• Added expanded support for utility rate lookup and integration
  
• Improved OpenEI-based rate retrieval, caching, and refresh behavior
• Added support for default rate selection and reduced unnecessary refreshes
• Improved handling of custom and external rates
  
• Added a read-only utility price display
  
• Improved utility name handling and related spreadsheet logic
  
• Added support for sending utility credential requests to customers
  
• Added a SoCalGas link to support utility access workflows
  
  

• Improved support for HES variables and table content
  
• Continued work on the alternate HES pathway
  
• Updated sheets and supporting logic used by HES-related workflows
  
• Fixed issues affecting HES-related storage and usage in connected processes
  

• Helps flag missing or incomplete required photo documentation
  
• Supports improved consistency and review readiness for projects
  

• Added support for the modify_project API
  
• Supports updating project values in a manner similar to project creation
  
• Improved handling of field names, date formats, and returned change summaries
  
• Added related support so some interfaces can modify projects and post results back to the correct project
  

• Added character count / max character support for editable text areas
  
• Fixed issues with list formatting, including bullet behavior when pressing Enter
  
• Improved text handling inside lists and editable content
  
• Fixed pseudo-code style edits to ensure changes are pushed back to the page correctly
  
• Improved page reordering behavior so it is disabled when pages come from templates
  
• Added support for reload project behavior from a button action
  

• Removed a duplicate Add Photos button
  
• Prevented unnecessary opening of a new photo modal when adding additional photos
  
• Added the ability to add or remove images from a project in the report image picker
  
• Fixed issues with adding images to the picker in PDF reports
• Fixed additional issues affecting photos in reports

• Fixed template syntax issues that could affect report rendering.
  
  
• Resolved footer overflow problems.
  
  
• Improved print layout formatting for cleaner 8.5x11 exports.
  
  
• Fixed report pseudocode inconsistencies.
  
  
• Report template is now dynamic, improving flexibility and reliability across projects.
  
  

• Updated layouts and client-side calculations to ensure consistency and compatibility.
  
  

• Added support for updated fuel rate structures.
  
  
• Improved bill rate evaluation logic for greater accuracy.
  
  
• Enhanced utility price visibility within projects.
  
  

• Added evaluation logic to OpenEI fields.
  
  
• Removed outdated OpenEI line where appropriate.
  
  
• Added custom check support for rate validation.
  
  

• Added validation for improved infiltration inputs to prevent data entry errors and improve modeling accuracy.
  
  

• Updated Wall2Type field mapping.
  
  
• Limited mobile return duct configurations to valid use cases.
  
  

• 
  Updated HP Backup field handling for improved modeling consistency.
  
  

• Added photovoltaic (PV) measures for modeling and upgrade scenarios.
  
  

• Improved textarea handling when pulling project data to prevent formatting issues.
  
  
• Corrected a cost calculation typo affecting total measure cost.
  
  

• Added support for pipedexternal messaging to improve system integrations.
  
  

• Removed default POS value where it was causing unintended selections.
  
  

• Updated system to use field audit logic from staging for improved consistency.
  
  

• Multiple backend improvements to improve calculation accuracy and data handling.
  
  
• Continued performance and reliability refinements across modeling, reporting, and rate handling.

• QA checks now run directly in the browser for faster feedback.
  
• First set of checks implemented end-to-end.
• Improved reliability and performance.
• Cleaner error handling and logging.

• HES will no longer run if required HPXML event type is missing.
  
• Improved logic for correctly storing HES results.
  
• Fixed HPXML saving issues that could cause failed submissions.
• Assessment date now displays in a clearer, user-friendly format.
• Various bug fixes for improved stability.

• Updated Infiltration card UI.
• Improved infiltration validation logic.
• Added Glass Doors field support.

• Pipe Wrap field updates.

• Updated validation for Heat Pump backup systems.
• Added support for Range/Dryer fuel selection.
• Improved validation logic to reduce input errors.

• Newline formatting in Home Facts now displays properly across sections.
• Removed formatting artifacts from Direct Install page.
• Improved pseudo-code hyperlink support in reports.
• Fixed issues in report pseudocode formatting.
• Various small UI polish updates.

• Improved CSV import date handling.
• Added negative-day support to date utilities.
• Fixed date mapping issues where blank strings could overwrite values.
• Improved spreadsheet sync from staging.
• Added new project file extract API method.
• HTML parsing API added to support structured data extraction.

• Utilities screen fixes.
• Improved dispatcher handling for Zeus processes.
• Better email error handling with configurable reply-to address.

• Removed deprecated QA helper files.
• General bug fixes and validation clean-up.
• UI consistency improvements.
• Performance and reliability enhancements.

• Faster and more transparent QA feedback.
• More reliable Home Energy Score submissions.
• Stronger HVAC and infiltration validation.
• Cleaner report formatting.
• More dependable data imports and date handling.
  
  

• Fixed an issue with stuck modal overlays in the report editor that could block interaction, especially after hand edits or when using the image picker.
  
• Improved reliability of dialogs (image picker, modals) so they always open and close correctly.
• Reports now automatically clean up hidden or broken modal states when loading or saving, preventing corrupted layouts.

• Added utility analysis tables to reports.
• Improved column visibility controls in the report editor:
  
  • Cost, net cost, and payback columns now hide correctly when costs are turned off.
    
  • Columns with no meaningful values are automatically hidden.
    
  • “Show Work Order Only” now reliably filters out non-work-order pages.
    
    

• Updated wall type definitions and adjusted wall area calculations for better accuracy.
  
• Fixed an issue where infiltration values could be unintentionally overwritten during recalculation.
  
• Improved grouping logic for appliance measures.
  
• Added new heat pump backup system fields to better capture system configurations.
  
• Updated electric panel upgrade audit pages to support new workflows.
  
  

• Added Custom QA Checks:
  
  
  • Programs and companies can now define their own QA rules.
  • Custom checks appear alongside system QA checks directly in the audit form.
  • Supports stage-specific and program-specific QA requirements.
  
  

• Fixed styling issues with fuel selection buttons.
  
• Cleaned up visibility and behavior of the “Suppress DB” option so it only appears where appropriate.
  
• General UI polish to improve consistency and reduce confusion.
  
  

• Added Google Analytics event tracking to better understand:
  
  • Account creation
    
  • Project starts
    
  • Calculations (success/failure)
    
  • Report generation (including hand edits)
    
• This helps improve performance and reliability over time without affecting user workflows.
  
  

• Improved report consistency and clarity
  
  • Energy savings percentages now display as clean whole percentages (no decimals).
  • Annual savings are calculated once for consistency across all report pages.
  • Removed estimated annual savings and payback years from individual improvement pages to reduce confusion.

• Custom report enhancements
  
  • Ask about custom report options.

• Improved quantity (Qty) handling
  
  • More reliable scaling for measures, including:
    
    • New scaling fields for multi-measure scenarios
    • “Scale by” values that override defaults when appropriate
• Expanded HVAC support
  
  • Added fields for heat pump backup systems to better represent real-world configurations.
• Cleaner measure presentation
  
  • Measure descriptions are now shown only on the first card, reducing visual clutter.
  • Combined appliance note field behavior improved for clarity.

• New Utility Analysis table
  
  • Added to views to provide clearer insight into utility impacts and energy use.

• Resolved a console display issue
  
  • Fixed a UI bug that caused a distracting “pink console” error in some cases.

• Many minor bug fixes!

• Now handles up to 6 HVAC systems!

• Improved infiltration evaluations.




• Updated various property fields and delivery-related fields.




• Fixed an issue where cards displayed incorrectly when no picklist was selected.




• Updated the combustion safety banner messaging.




• Restored the Save button on image uploads so captions can be edited again.




• Fixed report selection so it uses the correct program ID.




• Improved image upload handling and fixed errors.




• Adjusted mobile layout so draped/scrollable modes behave correctly.




• Fixed 403 errors affecting the bill scan process.




• Added tooltip improvements for POS and Bill Scan.




• Updated envelope text and lighting improvements.




• Refreshed summary table formatting and color fixes.




• Fixed layout spacing on the project data form (mobile and iPhone layout fixes).




• Updated tax credits displayed in the app.




• Corrected incentive calculations in the “Easy Funding” chart.




• Added support for non-zero CEF (Cost Effectiveness Factor).




• Updated infiltration text for clarity.




• Added “/in” display option in R-value calculations.




• Updated app logo.




• Updated Oil Heater details.




• Added error checks so the app alerts users when a file rename fails.




• Added tooltips for Window “OH” fields.

Version 1.6.0 | 2025-09-25

• Bill Chart Scans
  Added support for scanning utility bill charts for easier data entry and analysis.




• Tabbed Photo Layouts
  Photos are now organized in tabs for a clearer, more streamlined view.

• Positive Pathway Report
  New report option that highlights positive upgrade pathways.

• Report Improvements

  • Delete button on report cover page photos now works correctly.

  • Reports created from templates now follow the template’s sort order.

  • Backup reports are automatically saved for better version control.

• Project & Stage Fixes

  • Stage dropdown redesigned for a cleaner look and improved usability.

  • Fixed issues with duplicate stage dropdowns when loading projects.

  • Company users can now see and use Company templates as expected.

• UI & Image Handling

  • Improved handling of HVAC deletions and banner renaming.

  • Uploading images no longer applies unwanted auto-rotation (EXIF orientation).

Version 1.5.0 | 2025-09-10

• New “Draped” UI Style
  A fresh look with a modern layout. Switch between styles easily using the new 3-dot menu.

• Utility Data Enhancements
  Improved logic for extracting and displaying utility usage, making energy data more reliable.

• Bug Report Email Automation
  If a Home Energy Score label fails to generate, the system now automatically prepares a bug report email to speed up support.

• UI & Usability Fixes

  • Fixed issues with image uploads (no more overflow outside the upload box).

  • Disabled navigation items are now properly hidden.

  • Removed distracting hover highlights (royal blue margins).

  • Cleaned up buttons and styling for utility import.

  • Resolved issues with draped mode and precalculation errors.

  • General CSS polish for a smoother interface.

• Other Improvements

• Adjusted timestamps for correct timezone handling.

• Italicized certain entries for better readability, with added tooltips.

• Fixed issues where new entities weren’t reflecting default values.

Reporting & Navigation Upgrades

• Reports: all pages can now be sorted.

• Fixed chart and template issues in reports.

• DIY Audit element updated from a button → hyperlink for easier use.

• Navigation improved with better visibility rules for stages/tabs.

Version 1.3.0

Program & Project Management Enhancements

• New support for inviting companies to custom programs, with correct payment attribution.

• Improved report navigation:

  • Table of Contents sticks to the top.

  • Sort reports by page order.

  • Prevent unintended dragging of intro letter.

• Database stability improvements for projects and Home Energy Score reports.

Version 1.2.0

DIY Audit & File Handling

• Fixed duplicate HPXML rows in reports.

• New file download dialog for HPXML files.

• Improved project search (text search).

• DIY Audit improvements:

  • DIY audit ID & URL saved in project files.

  • Ability to move sync into the 3-dot menu.

  • Added API key and creator ID support.

Version 1.1.0

Core Project & Report Features

• Backup reports now created automatically.

• Added maps API for autocomplete & elevation in new project modal.

• Home Energy Score generation integrated directly.

• Offline badge now visible on project title.

• Easier imports from DIY Audit into new projects.

• Fixed chart scaling issues on Home Energy Use page.

Version 1.0.0

Foundation Release

• Major report display improvements (incentives and results hidden by default, better spacing, tooltips).

• Drag & drop photo uploads for reports.

• Added missing system details (e.g., baseboard length, heat tape controls) to reports.

• Report sorting improved with better control of order and visibility.

• Stability fixes for saving, tooltips, and incentives handling.

Beta 1.8 | 2025-05-27

• Report pdfs now available via API project_list call
• Fix for heat cool loads. This fixes issues when changing heat fuel for example from gas to elec. 
• Fix for Android phone layouts.
• New HVAC audit style (limited availability).
• Fix for error report when no project loaded
• Revert file input parameters back to original so Android users can pick images from gallery and take from camera. Add file type validation. 
• Added support for POST body parameters in API
• Added project_metadata API endpoint
• Added multi photo upload
• Fix utility charts
• Added direct-installs
• Fix image and thumb rotation out of sync. 
• Other bug fixes and performance improvements.

Beta 1.7 | 2025-05-12

• Fixed Issues with reloading dialog after sleep
• Fixed issues with report hand edits
• Improved scroll performance
• Improved PDF image load
• Added tour item to illustrate the scrolling side menu on small screens
• Update to disable CAZ on report when there is no data
• Fix for add items button when no items exist
• Larger report logos
• Made the Font size smaller in PDF to match the HTML view. Made the Concerns table wider to accommodate more text. 
• Request for Air leakage description in report to be editable
• Fixed DHW photo section blank photos were proceeding photos
• Better responsive charts
• Make name of work order signature company editable
• Added class to remove button from printing. Resolved issue where creating a PDF was saving the PDF as the report file, but actually we need 2 separate files. 
• Fix window and door notes
• Multiple other report fixes

Beta 1.5 | 2025-04-16

• Fix create_project api to handle illegal character in project name

• UI change: don't render empty cards

• Save last used report template selection as default

• Added downloaded tables and charts

• Fix photo syncing

• Add external links from tooltips (e.g., to knowledge base)

• Add state dropdown auto-selection from keyboard

• Include current stage name in manage button label at top-left of project detail screen

• Tooltip fix for mobile devices

• Added Creator column to project list

• Better dynamic visibility for foundation cards

• Add checks for valid chart objects

• Allow null schedule date on new project

• Utility bill import from csv, GreenButton xml, GreenButton CSV

• Fix hidden report pages getting deleted on save

• Updated the login screen

• Multiple minor UI and calculation bug fixes