We’re back with another power-packed update!
This release brings smarter financing syncs, better admin controls, enhanced project flexibility, and a fresh monitoring dashboard, designed to help you manage workflows, users, and projects more efficiently than ever.
Here’s a look at the latest features:
You can now sync applications, statuses, and quotes from Sungage directly into SubcontractorHub. Simply request your existing Sungage ID, plug it in, and manage your financing flows right from the platform.
Dealer fees can now be set by state or product, when both are applied, the product-based fee takes priority. If you’ve set a fee for a specific state, it overrides the “All States” setting when matched with the project state.
Want more flexibility with change orders? Enable this setting to allow stage progression even when a change order is active, no banner alerts, no blockers. Disable it if you want to lock stage changes during change orders.
Admins can now configure roofing adders to automatically apply based on square size. If your proposal meets the set conditions, the adder is applied automatically, no manual steps required.
The “Installer Contribution” checkbox (previously “Is Aided”) now appears based on whether the setting is enabled on the Sales Org or EPC side. Control its visibility according to your proposal flow for better clarity.
Save time with bulk actions! You can now add or remove bulk users from NREL Jail straight from the Users settings.
Get a clear view of your Enphase data with a dedicated dashboard that displays key metrics and performance insights in a graphical format.
No more bouncing between buttons after you’ve created a Concert Finance account for cash finance type. Simply hit “Sync Quote” and your customer is automatically qualified. It’s a smoother, faster financing experience.
Admins now have more control over manual finance lender products. You can choose to exclude ITC from the pricing summary by checking a simple box in product details. Plus, the initial monthly payment field is now dynamic, meaning you can better tailor how those payments show up based on the financing structure.