June has most definitely been a 'SPEED' month here on the dev team.

We love these tasks - they're not necessarily about adding a new feature but finding creative ways to make a process quicker.

When looking to subscribe to a new software package, primarily you're looking to see if it does A, B or C. However the often-forgotten element is: How quickly can it do A, B or C? If your software is slow, it not only adds time to a task, but breaks your rhythm too.

Read on to learn how we've engaged the afterburners for our users by adding bulk management tools and adapted the way our system exports data.

Speedier Data Exports

If you have a lot of data loaded then system exports can take a long time to be ready. We've rewritten each module using pure SQL code, which means requested exports will now complete much faster.

Built for: UKUSA

Bulk Reassigning Customers

We realise the unnecessary admin required if you need to make wholesale changes to a customer. We've now made it super easy for you to bulk reassign customers based on changes to your team.

Built for: UKUSA

Other bits and bobs...

We've also added the following other bits and bobs...

"Business Type" added to Data Export

A new column has been added to Sales Export to help differentiate between Custom/Bespoke and Matrix opportunities.

Built for: UKUSA

New "Lost" Status

When managing your Pipeline and selecting a deal status of "Lost Contract" - a new "Duplicate" option can now be selected for "Reason for Loss".

Built for: UKUSA

Scottish Power Pricing Zones Updated

We fixed an issue with Scottish Power pricing where gas quotes needed amending depending on Zone Type.

Built for: UK

Verbal Script Commission Warning

We've added an optional feature when generating a verbal script. You can now prefix a script with an additional disclaimer, explaining the process of adding a commission rate to any deal.

Built for: UKUSA

"Referral Partner" field added to Customer template

When bulk uploading customers you can now include a "Referral Partner" that will subsequently be shown within the system. Download the latest customer template from your Admin area to use.

Built for: UKUSA


Currently, making a customer inactive does not automatically make associated meters inactive. This optional feature will ensure that any sites and meters associated with an inactive customer are also set to inactive.

Built for: UKUSA

Non-UC Admins Can Delete Failed Imports

User levels below Admin are now able to remove any failed data imports.

Built for: UKUSA

Improved Referral Partner Export

We've sped up your workflow by allowing the month and year fields to be left blank when running a "Referral Commissions" export. If left blank all available data will be exported.

Built for: UKUSA

That’s it for this month.

Our software evolves at such an exciting rate so please feel free to get in touch to discuss any of the functionality we’ve added since you last saw it. We’ll be more than happy to arrange a demo to show you around!