Pericles goals and the Powerlily iOS app

Pericles can now take on ongoing personal or company goals, monitor them on a schedule, and bring results or proposed actions back for review. Teams can also email requests to their company’s dedicated Pericles address, continue the work as a secure conversation, and manage goals, updates, and email access through company settings.

Proposal delivery is more flexible too. Staff can send from an authenticated connected mailbox, while company administrators can verify a company sending domain and set the email policy used across the team. Powerlily can also import leads automatically from supported advertising lead forms and bring files directly into records from connected cloud storage.

The Powerlily mobile app is now available for iOS. Upcoming app releases add Pericles goals, daily briefs, generated files, richer email conversations, and a My Jobs workspace for scheduled and undated crew work. In the 3D design tool, reversible tilted racks and more accurate mounted-panel orientation improve designs, simulations, and plan sets.

Powerlily

• Ongoing goals for Pericles: Give Pericles personal or company goals, run them on demand or on a schedule, and review their history and results. Pericles can propose a structured goal during a chat, and the author can approve it without rebuilding it manually.
• Pericles Updates inbox: A dedicated feed brings together results, unread updates, and items needing review. Updates link directly to the related goal or approval, while the Pericles home screen summarizes current goals, recent results, unread items, and email requests awaiting confirmation.
• Email conversations with Pericles: Eligible staff can send requests from their Powerlily sign-in address to their company’s dedicated Pericles mailbox. Requests can continue as threaded conversations in Powerlily or by email, with message history, replies, links to the associated chat, and confirmation for forwarded or unverified instructions.
• Secure Pericles email collaboration: Authorized coworkers included in an email can share the resulting Pericles discussion. Pericles distinguishes copied context from a new instruction, acts only when directly addressed, and rechecks participants and permissions before showing or sending private content.
• Company controls for persistent Pericles: Administrators can control persistence, personal and company goals, email requests, internal task creation, and teammate enrollment. Policy history and account-level allowances are visible, and access changes prevent paused or unauthorized work from continuing under old permissions.
• Archive Pericles work without losing it: Goals, updates, and email conversations can be moved out of the active workspace and restored later from separate archived views. One-off email requests also remain distinct from recurring goals, so they cannot be restarted or repeatedly checked like standing work.
• Files created by Pericles: Ask Pericles to create or revise Markdown, text, SVG, PDF, and image files during a chat. Files remain available with numbered versions, previews, and downloads, and text-based documents can be exported as PDFs.
• Private My Files library: Revisit Pericles-generated files outside their original conversations, search or filter by format, open the source chat, and delete files that are no longer needed. A specific saved version can also be attached as an independent private copy to an authorized quote, lead, or other supported record.
• Pericles record questions and actions: Pericles can answer questions using authorized quotes, leads, customers, tasks, events, crew bookings, systems, notes, and comments. It can perform supported actions when explicitly requested and permitted, with safeguards against repeating a successful action when a request is retried.
• Role setup with Pericles: Team managers can ask Pericles to explain existing roles or prepare a new or updated role from a job description. Proposed changes account for permission dependencies and record scopes, preserve unrelated settings, and require approval before being saved.
• Scheduling plans from Pericles: Dispatchers can ask Pericles to plan work using the current board dates, filters, selected visits, crews, and conflicts. Proposed changes are applied only through an explicit action, and completed plans retain their follow-through links when the conversation is reopened.
• Connect your own AI assistant: Powerlily Pro staff can authorize a compatible external assistant to access approved Powerlily data under their own company, role, and record permissions. Connections can search projects and leads, inspect visible tasks, events, and crew schedules, and create tasks or add comments when the appropriate write access is granted.
• Safer AI assistant connections: Controlled write actions use retry protection to prevent duplicate tasks or comments and can trigger the normal notifications and automations. Queries also exclude out-of-company legacy tasks and stages, and connection consent remains constrained by active account status and approved access.
• Test and monitor AI connections: Staff can authorize a short-lived test connection, try available tools, and inspect calls and results before configuring an external assistant. The connections workspace shows status, activity, access, expiry, and the latest successful tool, with controls to disconnect or permanently remove inactive connections.
• Smoother assistant authorization: Connection consent resumes after password, passwordless, or connected-account sign-in, including on company custom domains. Security checks no longer interrupt valid consent forms, while role-preview sessions remain blocked from creating connections.
• Automatic advertising leads: Lead managers can connect supported advertising lead forms so signed submissions become Powerlily leads without manual entry. Setup includes form selection or secure webhook details, test delivery, pause controls, key rotation, recent-submission review, retries, and clear reauthorization notices.
• Lead-source follow-up setup: Managers can review and install immediate-response automation recipes while configuring embedded forms or advertising sources. Matching recipes are reused to avoid duplicate automations and double-sent responses.
• Authenticated proposal email: Users can connect an authenticated work mailbox, choose it while sending a proposal, and preview the sender before delivery. Dedicated handling makes mailbox delivery failures clearer.
• Company sending domains and policies: Administrators can configure a sender name and address, add the supplied DNS records, verify the company domain, and later disconnect it. A dedicated email area also shows connected team mailboxes and lets administrators choose the sending policy used for proposal emails, including queued messages.
• Work-account sign-in and organization SSO: Team members can sign up, link accounts, and sign in through an additional work-account provider. Administrators can claim their organization for automatic team joining and require the appropriate organization-backed sign-in method across web and mobile.
• Cloud document imports: Staff with document access can browse connected cloud drives and import selected files directly into the company library or an authorized project, lead, customer, system, workflow, or catalogue destination. Imports show progress and allow failed items to be retried.
• Digital business cards: Eligible team members can create a public business card from web or mobile, share it by link or QR code, and attach approved lead forms. Managers can maintain cards for staff, and rotating the sharing token invalidates old links while preserving the card owner’s lead attribution and routing.
• Approved forms for business cards: Company administrators can choose which active lead forms staff may add to their cards. This keeps team sharing aligned with approved intake workflows.
• Downloadable lead-form QR codes: Download an SVG QR code for any active lead form to collect enquiries from printed materials, events, signs, and in-person conversations.
• Crew responsibilities before scheduling: Dispatchers can assign project work to a crew before selecting a visit date, track whether it is awaiting scheduling, active, or complete, and later edit or schedule it from the project or scheduling workspace.
• Personal My Jobs schedule: Crew members can open a dedicated view of upcoming work assigned to their active crews and switch to completed history. Active crew bookings also provide access to the specific project being worked, while company permissions and branch boundaries still apply.
• Broader crew membership: Crew managers can select any eligible non-client team member with scheduling access, including company administrators. The scheduling backlog also uses a bounded, scrollable panel on smaller screens, while read-only users now receive the full-width schedule board.
• Custom scheduling job types: Schedule managers can add, rename, and remove the job types used for bookings, crew skills, filters, automations, and readiness rules. Removing a type prevents new bookings while preserving existing work and its requirements.
• Customer updates in scheduling: Scheduling teams can prepare and track customer communications alongside planned work, including delivery and notification status. Richer job and customer details improve the reliability of dispatch email and SMS notifications.
• Independent document and comment permissions: Administrators can grant access to project and lead files or discussions without also granting permission to edit the underlying record. Visibility, uploads, reactions, edits, deletion, and attachments now consistently follow their own role grants.
• Company document types: Document managers can create, rename, reorder, and remove company-specific types. Staff can apply them to lead, client, and project files, and the labels are available in mobile document data.
• Safer message attachments: Conversation and client-message attachments are filtered for each viewer, preventing inaccessible files from appearing while preserving files they are allowed to open.
• Read-only access to linked leads: Staff who reach a linked lead through project access can inspect permitted information without gaining lead-editing or lead-event permissions.
• Customer-portal document access: Portal clients can open public documents associated with their messages or customer record, as well as project documents. This now matches the files shown in the portal library.
• Clearer published system dashboards: Public system pages place saved-energy history beside the installed array plan, use collapsible specifications, and expand the chart when no layout exists. The array defaults to a clean plan view.
• Reliable and accessible energy history: Selecting a date range refreshes the dashboard automatically, keeps dates in the correct calendar window, and removes unusable empty selections. Read-only charts also provide better support for assistive technology.
• Designed invoices on phones: Designed invoices now preserve their Letter or A4 layout and scale it to fit narrow screens instead of squeezing columns or breaking words. Printing retains the correct full-size portrait or landscape dimensions.
• Clearer connected-account permissions: Customers can see that sign-in, cloud-drive imports, mailbox sending, and calendar access are authorized separately, along with what Powerlily uses each permission for.
• Improved access and recovery: Login, password reset, password change, email confirmation, account unlock, and passwordless sign-in now use a more consistent and accessible experience. Invitation links point to the correct company workspace, and post-login routing respects the active Powerlily app domain.
• Clearer Theme Studio behavior: Administrators can see that Save keeps a theme in the library without applying it. Powerlily also warns when a personal light or dark theme is overriding an updated company theme.
• Reliable modern image previews: Large modern-format phone photos now have enough processing capacity to generate previews instead of failing on high-resolution uploads.
• Accurate SMS read status: Opening and reading a customer SMS thread now clears the associated notifications, avoiding stale unread alerts.
• Role-based catalogue pricing: Team members can browse equipment catalogue results while prices remain visible only to roles with pricing access.
• All-in-one online checkout: Buyers can complete contact details, pickup or shipping, payment, promotion codes, and express checkout on one responsive, company-themed page. The order summary updates with their choices, and clearer loading and error states reduce unusable payment pages.
• Zero-total orders complete correctly: Orders reduced to zero by a 100% promotion are now recorded as completed even when no payment transaction is required.
• Faster shopping carts: The redesigned cart adds item counts, clearer empty-cart guidance, continue-shopping actions, and quantity controls that keep totals synchronized while changes are pending.
• Product-page purchasing: Eligible buyers can select a quantity and add a product from its detail page, then open the cart with the current item count. Client-only purchasing restrictions now provide a clear sign-in action.
• Simpler online pricing: A product’s existing positive value can serve as its online price, so catalogue managers only need a public-price override when they want a different amount. Products without a usable value clearly prompt the manager to add one.
• Simplified storefront navigation: Customer-facing navigation now consistently uses the Products destination and a dedicated cart icon. Administrators still control whether the cart appears to guests, signed-in clients, or both.

3D design tool

• Reversible tilted racks: Designers can mount tilted arrays in either direction on pitched roofs, including slope-aligned and reverse-facing layouts. Placement previews, filled arrays, existing-panel updates, and restored designs now share the same geometry, with supports extending correctly to the roof.
• Accurate mounted-panel orientation: Tilt and azimuth now come from each module’s final mounting plane. Simulations, heatmaps, stringing, dual-tilt sides, on-screen values, saved designs, and plan-set array data therefore stay consistent for tilted and reversed racks.
• Clearer mounting controls and readouts: The mounting workflow validates incompatible combinations and provides clearer controls for rack tilt, layout rotation, alignment, and conflicts. Array details distinguish panel tilt from horizontal, rack angle above the roof, and actual mounted azimuth, while horizontal modules are labeled accordingly.
• More reliable flat-roof fitting: Very small slopes found in elevation data are normalized as flat in single- and multi-roof workflows. This prevents measurement noise from disabling flat-roof behavior such as dual-tilt mounting or creating unintended sloped facets.
• Multi-facet keyboard fitting: The elevation-fitting shortcut once again fits all selected roof facets together, realigns affected geometry, and records the operation as one undoable action.
• Electrical exports match the editor: Standalone SLD PDFs, plan-set SLD pages, and previews now use a complete fixed-scale image of the rendered diagram. Wires, symbols, labels, annotations, and custom positioning remain consistent regardless of the editor’s current zoom or visible area.
• Better electrical captures for Pericles: When Pericles examines an SLD or plan-set page, it receives the same complete rendered diagram used for customer exports. This improves visibility of routes, labels, symbols, and annotations.
• Electrical issues open in the right workspace: Export checks now distinguish unfinished panel wiring from incomplete downstream connections. Panel assignment issues return designers to the design workspace, while electrical-network issues open the SLD workspace.
• Safer microinverter wiring choices: Saved conductor and wiring selections remain tied to the products in each branch. When equipment or routes change, current project defaults are used and retained choices are flagged for review rather than silently applied to the wrong run.
• Permission-aware collaboration: Comment threads only show actions each participant may perform. Draft pins, editing, deletion, resolution, and attachments now follow the permissions supplied for that individual thread.
• Expanded Christmas scenes: Enabled holiday themes add wrapped gifts, decorated illuminated trees, candy-cane ornaments, wreaths, lanterns, mini trees, and coordinated house decorations. Placement respects building ownership, available space, and scene scale, and decorations are removed when the theme ends or is disabled.
• Better-positioned snowmen: Snowmen avoid facing directly into nearby walls or enclosed courtyards. They retain the doorway orientation in a clear yard and turn toward more open surroundings when needed.
• Seasonal weather on opening: Designs and viewer scenes can show weather-driven tree seasons, snow, wind, and cloud conditions as soon as weather information is available, without waiting for a heatmap simulation.
• Smoother tree transitions: Tree canopies retain their silhouette, wind behavior, and seasonal appearance as rendering detail changes with distance, making transitions less noticeable while preserving performance.
• Reliable date-slider dragging: Shadow and day sliders can now be dragged inside movable tool panels without accidentally moving the whole panel, including with mouse, pointer, and touch input.

Powerlily mobile app

• Powerlily for iOS: Customers can now reach the published iOS app through download options shown in account-facing areas. The following capabilities are coming through mobile app releases.
• Persistent Pericles goals: The app will let team members create ongoing goals, define schedules and checks, review results, and pause, resume, or otherwise manage the work from a dedicated Goals workspace.
• Scheduled daily briefs: Customers will be able to choose the days, time, and delivery method for a recurring Pericles brief. Briefs can arrive through the Powerlily inbox, push notification, or email, and can be paused, resumed, run immediately, or opened as a conversation.
• Pericles files and revisions: Files created in a conversation will appear in a chat shelf and My Files workspace. Customers can preview documents, tables, images, SVGs, and PDFs, inspect versions, save or export supported files, return to the source chat, and delete a file with its revisions.
• Pericles chat history: Customers will be able to revisit previous conversations, start a new chat, switch between chats, and delete old ones. History is grouped into Today, Yesterday, Previous 7 days, and Older across compact and wide layouts.
• Pericles workspace navigation: Direct destinations for Chats, My Files, Goals, Updates, and authorized settings will make ongoing work easier to reach. The workspace will also show how many goals are actively being checked.
• Pericles email inbox: Authorized staff will be able to see Pericles email threads beside chats, review paginated history and recipients, reply, confirm or dismiss inbound requests, archive conversations, and receive accurate unread counts.
• Formatted email reading: Email conversations will display safely formatted content that resizes to fit the screen, permits safe web and email links, and falls back to selectable plain text when needed.
• Pericles notification routing: Push notifications for goals, mail, and daily briefs will open the relevant Pericles destination instead of being treated as ordinary staff messages.
• My Jobs with undated crew work: Today and Upcoming will include work assigned to the user’s active crews even when no visit date has been chosen. Cards show the project, crew, work type, and notes, support refresh and pagination, and retain a branch-scoped offline list.
• Richer scheduled-job details: Scheduled work will open into a dedicated detail experience with synchronized visit and project information. Project images can be inspected full screen with zoom, panning, reset, and retry controls.
• Flexible app starting screen: Users will be able to choose the app’s opening destination, including an Automatic option based on their work and access. Eligible crew members can choose the new My Jobs workspace as their starting area.
• Improved large-screen My Jobs layout: On wider screens, the job list will retain its intended width beside the selected visit instead of stretching unexpectedly.
• Mobile business cards: A dedicated, company-aware business-card workspace is coming to the app, with access governed by the company’s card policies.
• Work-account mobile sign-in: Team members will be able to authenticate through an additional work-account provider alongside existing sign-in options. The credentials remain in the secure browser flow before the completed sign-in is exchanged for an app session.
• Document source picker and previews: Customers will be able to choose files through a dedicated source picker and preview supported documents consistently before using them with Pericles, projects, or client records.
• Document types in the app: Mobile users will be able to assign or clear document types, search by name or description, and see type-specific labels and icons. Types can also be selected while adding evidence to projects, clients, leads, and comments.
• Persistent upload receipts: File and photo uploads will leave on-device receipts showing whether each item is waiting, uploading, saved, failed, or needs verification. Users can retry unsent files, reload records, inspect confirmed uploads, or dismiss completed receipts.
• Full mobile discussions: Authorized users will be able to attach files to project and lead comments, open those attachments, edit or delete permitted comments, and use clearer nested replies and reactions. Document discussions will support the same read, post, reply, edit, delete, and like actions allowed on the web.
• Additional proposal taxes: Proposal pricing in the app will support multiple named taxes based on the subtotal, selected equipment types, or a custom taxable amount. Validated tax breakdowns will flow into project and incentive totals.
• More resilient canvassing: Door-knock activity will be retained and reconciled more safely during weak connectivity, with persistent statuses, retries, and clearer recovery controls. In-progress entries will also be better protected from accidental navigation or dismissal.
• Clear territory data status: Territory statistics will identify when saved information is being shown, explain when current results could not load, and offer an immediate retry.
• Improved canvassing maps: Maps will adapt to dark company themes, show territory shapes and interior exclusions more accurately, respect reduced-motion settings, and better distinguish user interaction from automatic recentering.
• Reliable conversation selection: Message and customer-text workspaces will retain the active thread during layout or data changes. An All conversations action will provide a clearer return to the inbox without disrupting the keyboard layout.
• Reliable project pagination: Project lists will handle loading, refreshes, accumulated results, and additional pages more consistently, reducing duplicated or missing entries.
• Permission-aware mobile actions: Lead editing, uploads, comments, photos, activity, client updates, schedule status, and task controls will appear only when both the user and the specific record permit them. Restricted tasks will be labeled Read only rather than appearing editable.
• Correct client-file controls: Users with upload access will be able to add client files without broader management permission. Deletion will appear only when the individual document allows it, while authorized uploaders retain customer-portal visibility controls.
• Cleaner phone and tablet navigation: Compact screens will place titles, back navigation, and actions in the persistent top bar, while larger layouts retain side navigation and clearer active states.
• Accessibility and visual clarity: The app will better honor reduced-motion and reduced-transparency preferences across loading, maps, images, sheets, and effects. Screen-reader labels, busy states, contrast, touch targets, and notification status will also improve.
• Clearer connectivity feedback: Offline and restored-connection notices will be quieter and more accurate, waiting for internet reachability to return rather than relying only on a network connection signal.