Auditor Upgrades

This page is updated regularly with all significant changes, updates, upgrades, and bug fixes made to the Energy Design Systems’ Home Auditor program.

November 2023

  1. 9: Terms of Service updates
  2. 1: Password reset bug fixes and remove text recovery
  3. 1: Updates reports for PDF generation upgrades
  4. 1: Canadian Zipcode database improvements and facilitates update
  5. 1: Filter Loads fix to previous loads section
  6. 1: General bug fixes and improvements

October 2023

  1. 23: Google Maps API updates
  2. 23: Adds additional resources documentation from BPI
  3. 23: Additional updates to facilitate self-service for Zapier updates
  4. 23: Google ad updates for registration
  5. 23: Updates cancellation email including resubscription clause.
  6. 23: General bug fixes and improvements

August 2023

  1. 10: Autofill inputs automatically on reactivation
  2. 10: Reactivation bug-fix when users tried to reactivate with a different email address
  3. 10: Updates Stripe automation when updating multi-user accounts
  4. 10: General bug fixes and improvements

July 2023

  1. 18: Fixes filter previous loads and download previous loads
  2. 18: Updates plan add styling to multi-user admin
  3. 18: Refer field fix and hide field on presence of refer param
  4. 18: Updates cancellation reason user feedback
  5. 18: Multi-user admin action button update and styling
  6. 18: Hide irrelevant r-values when sqft is zero
  7. 11: Zapier Lightbox Video on register
  8. 11: Adds embedded Zapier experience on User Edit and improved Zapier documentation
  9. 11: Zapier icons next to associated loads
  10. 11: Additional logging for improved customer experience
  11. 11: Easier secondary license email change for primary account holders
  12. 11: Updates session variables immediately on account data update
  13. 11: General bug fixes and improvements

June 2023

  1. 14: Regsiter mobile phone collection improvement
  2. 14: Admin improvements
  3. 14: Global weather defaults can be set on account basis
  4. 14: Purhcase history table widths fixed
  5. 14: Consumer cost range sliders max/min range increased
  6. 14: Validate redirect URL on CTA module for consumer tool
  7. 14: General bug fixes and improvements

May 2023

  1. 22: Multi-user reactivate functionality added to self-service
  2. 22: CAZ button updates
  3. 22: Consumer tool default personal URL updated to company name
  4. 22: Adds additional logging
  5. 22: Warning message for negative savings fields
  6. 16: UX sweeping updates ex. mobile design, font, color scheme, layout updates
  7. 16: Payment History display
  8. 16: Consumer tool redirect variable values
  9. 16: General bug fixes and improvements

April 2023

  1. 24: Adds SHR Options
  2. 24: Updates SHR display on report
  3. 24: Certifications display fix
  4. 24: General Backend improvements for multi users
  5. 24: Navigation improvements
  6. 24: Hubspot removal
  7. 24: Improved user-add UX
  8. 24: Registration pricing display updates
  9. 24: Consumer mobile styling enhancements
  10. 24: General bug fixes and improvements

February 2023

  1. 21: Auditor mobile styling improvements
  2. 21: Number formatting upgrades
  3. 21: Additional SHR Report display options
  4. 7: Report label updates and continuity
  5. 7: Sets readonly fields
  6. 7: General bug fixes and improvements

January 2023

  1. 25: Mobile style fixes and updates
  2. 25: Consumer tool send email on new lead
  3. 25: Regular bug fixes and improvements

January 2023

  1. 16: Consumer Tool release
  2. 16: UX and mobile design updates
  3. 16: Navigation overhaul
  4. 16: Business logic improvements
  5. 16: Regular bug fixes and improvements

January 2023

  1. 1: PDF Backup generation service added to pipeline
  2. 1: Adds ability to update customer information mid-audit
  3. 1: Email Confirmation on subscription cancellation
  4. 1: Regular bug fixes and improvements

December 2022

  1. 14: Updates password reset verbiage for clarity
  2. 14: Server side performance upgrades
  3. 14: Display past Audit table improvements and data display corrections
  4. 14: Regular bug fixes and improvements

October 2022

  1. 31: Updates styling in certification section for site continuity
  2. 31: Updated verbiage to align with industry norms
  3. 31: Backend adjustments to increase calculation speeds to server
  4. 31: Adds additional locks and logic to persist Current Home and Spec House data between sessions
  5. 31: Updates load calculation logic for improved cross-site consistency
  6. 31: Regular bug fixes and improvements

September 2022

  1. 12: Adds additional certification logos
  2. 12: Updated input fields
  3. 12: Misc verbiage updates
  4. 12: Regular bug fixes and improvements

August 2022

  1. 16: Verbiage and nomenclature updates and upgrades
  2. 16: Adds additional error checking for R-value inputs and disallows 0 inputs
  3. 16: Styling updates and design consistency
  4. 16: Regular bug fixes and improvements

July 2022

  1. 5: Upgrade PDF email functions
  2. 5: Additional email validation checks on signup
  3. 5: Regular bug fixes and improvements

June 2022

  1. 27: Update styling on calculations pages
  2. 27: Regular bug fixes and improvements

April 2022

  1. 1: Improvements in site-wide descriptions for input fields
  2. 1: Regular bug fiexes and improvements

December 2021

  1. 1: Referral reward program that offers discounts for new users and unlimited account credits for each successful customer referred
  2. 1: Existing users may generate a multi use referral URL, or send a personal email to peers
  3. 1: Enhanced primary and non primary user restrictions for account and data security
  4. 1: Adds additional admin features to enhance our ability to provide exceptional service
  5. 1: Improved 404 and error pages
  6. 1: Regular bug fixes and improvements

November 2021

  1. 4: Primary account users can now cancel subscriptions without EDS assistance
  2. 4: Ability to change account email with added OTP security
  3. 4: SHGF and other verbiage updates to comply with industry standards
  4. 4: Duke Energy Certification added
  5. 4: Improved 404 and error pages
  6. 4: Regular bug fixes and improvements

October 2021

  1. 15: Square footage result presents options in event of data variance
  2. 15: Regular bug fixes and improvements

September 2021

  1. 30: Additional PDF report content
  2. 30: Increase reliability of third party parcel data
  3. 30: Styling updated
  4. 30: Added ability to add comments and notes to PDF report
  5. 30: Overhauled responsive design for mobile and tablet
  6. 30: Regular bug fixes and improvements

May 2021

  1. 17: Improve the Auditor interface
  2. 17: Add text-message reset password mechanism
  3. 17: Regular bug fixes and improvements

April 2021

  1. 5: Simplify PDF report to make results clearer
  2. 5: Improve initial data to make defaults more accurate
  3. 3: Add certification logos to report PDF
  4. 3: Regular bug fixes and improvements

March 2021

  1. 22: Simplify reactivation process for users whose accounts have expired
  2. 22: Keep better track of Canadian postal codes to make data entry easier for Canadian users
  3. 22: Update Floor over Unconditioned Basement and Duct Adjustment default values to 5.0 and 10% respectively
  4. 22: Move the address display to be more consistent
  5. 22: Log when our property data vendors don't return any data
  6. 22: Split this upgrades page into two pages, one for Auditor and one for Load Calculator
  7. 22: Give affiliation admins more control over how they search for users and the audits they're running
  8. 12: Give some affiliated users a one-time login link so they can set their own passwords
  9. 9: Switch to brand new data providers for property data for increased accuracy and reliability
  10. 2: Calculate CFM values automatically in Auditor, removing an unnecessary step
  11. 2: Allow users to kick out other devices on their account without resetting their password
  12. 2: Permanently resolve the unfound zip code bug by using the nearest numerical zip code

February 2021

  1. 17: Use "Proposal" instead of "Audit" and standardize language through the site
  2. 8: Add more live calculated data to the data input screen
  3. 8: Ignore extra spaces in login emails so the device adding an extra space doesn't restrict login
  4. 8: Refine PDF content
  5. 8: Add more help tooltips to improve user experience
  6. 8: Better tracking so tech support can assist users painlessly
  7. 8: Calculation improvements
  8. 5: Allow new affiliated users to select their affiliation representative on registration
  9. 3: Regular minor updates and bug fixes
  10. 3: Open the tool up to Canadian users

January 2021

  1. 28: Give our affiliates the ability to manage pending users under their supervision
  2. 28: Create a friendlier and more welcoming welcome email
  3. 28: Smooth out and optimize the registration process
  4. 28: Completely revamp and improve the Auditor's PDF report

September 2020

  1. 9: Update Auditor defaults to match Load Calculator
  2. 9: Make registration easier

August 2020

  1. 25: Standardized defaults in Load Calculator and Auditor
  2. 25: Send administrators of affiliations emails when someone signs up under them
  3. 25: Ability to pick up where you previously left off in registration
  4. 25: Replaced "Heat Bleed" with "Comfort Creep & Energy Escape"
  5. 25: Make registration smoother for our new affiliated users
  6. 25: Add easy reporting and exporting about the loads and audits run by users

June 2020

  1. 24: Settled on a simple, friendly, welcoming, signup email
  2. 24: Fix mild inconsistencies with Auditor cost calculations
  3. 12: Added capability to handle negative average outside winter temps
  4. 6: Remove extra page in login/registration workflow from eds.tech
  5. 6: Add consumer alerts to remind users about the meaning of AED graphs
  6. 5: Allow some affiliated users to register themselves
  7. 5: New landing page for HVAC 2.0
  8. 5: New landing pages for all of our other partners
  9. 5: Revised login, registration, forgot password, and heartbeat systems
  10. 5: Allow multiple registration in one page

May 2020

  1. 6: Critical bug fixes
  2. 6: Added several new zip codes to database

April 2020

  1. 20: Begun implementing a Stripe webhook that automatically updates customers’ payment statuses and the programs they have access to
  2. 20: Assign affiliated users to their respective programs

March 2020

  1. 18: Critical bug fixes

February 2020

  1. 6: Improved program seperation for user experience
  2. 6: Clearer labels in Auditor
  3. 5: Critical bug fixes

January 2020

  1. 31: Notices added to Auditor to emphasize the need to verify data
  2. 31: Help tooltips added to Auditor
  3. 13: Load Calculator and Agreement Creator buttons removed from Auditor
  4. 10: Made field labels clearer
  5. 2: Solidify heartbeat system, allowing one user at a time