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:
Our integrated Roofing AI Design Tool makes creating accurate roof layouts faster than ever. The Default Mode automatically detects facets, gutter lines, azimuth, and pitch values from imagery. Special edges can be added or edited as needed.The Manual Mode lets you start from scratch and design facets yourself. Moreover, Choose Imagery Sources from Google HD, Nearmap, Vexcel, or Google Static.
You can now exclude specific states from scheduling Ensite Site Surveys. If a proposal’s state matches one of the excluded states, the “Schedule Site Survey” button will no longer appear once it’s converted to CWDS.
In addition, admins can map survey scheduled and completion dates in Ensite settings. With a webhook set up by your account manager, those dates will automatically flow into the project’s details—saving time and reducing manual updates.
If a sales rep starts with self design but runs into obstacles, there’s now no need to create a second proposal. Simply click the “Re-design Request” button, fill in the necessary details, and the request will be routed directly to the design team—just like the regular request design flow.
Admins can now reset passwords for any user directly from the Users page. Once changed, the system will automatically notify the user via email, ensuring they can log in with the updated credentials right away.
You now have granular control over roofing adders availability. Assign roofing adders to specific states in the database, or leave the field blank to make them available nationwide.
When enabled, the system will automatically adjust the PPW to match the set loan amount in the Solar Details “Pricing” section. If the set loan amount falls below the redline PPW, the rep won’t be able to finalize the finance option, and an error message will appear—ensuring proposals remain within profitable margins.
Concert Finance for HVAC & Battery
Concert’s financing options are expanding. You can now offer loan-type financing for HVAC and battery projects, giving customers more flexible payment solutions. (Cash payment isn’t supported for these project types yet.)
For California proposals where a customer is declined for all lease financing options (LR, SOLRITE, etc.), an automatic popup will now offer Thrive financing as an alternative—if Thrive is integrated into your account.
The Welcome Call survey now supports loan partner selection. If Loan is chosen as the deal type, you can select the relevant loan partner from a dropdown, ensuring clean and consistent reporting.
You can now link a SubHub organization to an integrated partner during setup. Integrated partners can use shared surveys from the SubHub org without editing them. Billing and monitoring remain with the SubHub org. Integrated partners can still track performance (e.g., survey counts, response rates) through either their own login or the SubHub account.
A new POST API allows external systems to send customer data directly to SubHub. Instead of manually creating URLs with tokens and IDs, just send the data via POST and receive an auto-generated survey link in response. If the request includes a customer email, SubHub will automatically send the survey link to them.
Admins can now directly update a customer’s username from the Customer Portal Info section of the project, making it easier to correct errors or reflect changes.
We’ve introduced Generators as a new job type. Create proposals and projects specifically for generator installations, complete with a dedicated database tab for adding and managing generator equipment.
You can now hide detailed adder pricing from public proposals. When enabled, adder details will be replaced with a generic label such as “Roofing” or “Solar” to keep public-facing documents cleaner and more customer-friendly.
IGS Solar – Update Contract Details, Add Existing IGS Solar Account, & Request Change Order after Contract Signing
For IGS Solar projects, contract details can now be updated directly from the Projects section—no need to navigate through multiple menus. Moreover, in IGS Solar proposals, you can now add an existing Account ID simply by requesting one from IGS Solar. Unlike earlier, if you want to request a change order after the contract is signed, that's possible now, too!
From a user profile, you can now set funding permissions to edit, view-only, or hide completely for sales reps. If both edit and view are disabled, the funding section won’t be visible to that rep at all.
When creating announcements, you now have the option to show them across all offices or target specific offices only.