Ready to work smarter, not harder? Our newest release enhances how your team handles proposals, projects, and admin tasks by creating clearer connections and better visibility. With clearer processes and smarter tools, your teams can reduce errors, move faster, and scale confidently.
Admin: Clean, Custom, Controlled
Smarter controls, cleaner data, and better visibility power your admin workflows this month. From refined input options to improved template management and role-based visibility, these updates help teams standardize processes and maintain accuracy across every project.
Two new options: Null and Not Null, are available in the dependent field dropdown when filling out job input forms. These help you create more precise filters and form logic, making your data entry cleaner and workflows more efficient.
An automation trigger for the On Hold stage in projects has been added. This enables automated actions and notifications whenever a project is paused, reducing manual follow-up and improving team alignment.
A new checkbox lets you designate whether a document template is accessible to the entire parent organization or restricted to a specific office. Enabled by default, this feature simplifies template management and ensures the right teams have the correct materials.
Hide Job Stages or Inputs with the ‘Hidden For’ Field
Control visibility of job stages and inputs across teams. Use the new ‘Hidden For’ field to restrict specific items from certain members, ensuring users only see what’s relevant to their role.
Task-related notifications now appear separately for easier tracking. You’ll also receive notifications for new and overdue tasks, ensuring nothing falls through the cracks.
The new priority filter in the Tasks section allows sorting and focusing on high-impact tasks first, making daily operations more efficient.
Before activating automations, you can run a live test using recent data. Test runs are available for Projects, Customers, Proposals, and Leads, helping confirm setup accuracy before execution.
The Manage Table Columns feature now extends to tasks. You can reorder and customize task fields for a more tailored workspace.
When templates are signed, you can now customize whose name appears in outgoing emails, whether it’s the office or organization name, ensuring brand consistency in communications.
You can now duplicate existing Bill of Materials (BOM) templates instead of creating new ones manually, saving time and maintaining consistency across similar projects.
Sales Velocity: Quote Faster, Close Smarter
Sales teams now have greater clarity and control over customer management. With improved filters, tracking options, and seamless integration between calls and surveys, these enhancements help you move from outreach to onboarding with sharper insights and fewer steps.
Easily manage your customer list with new filtering options: All, Enabled, Disabled. View only the customers that matter most for your task: see everyone, only active ones, or those who have been disabled.
Quickly locate and organize customers by assigned sales reps using the new Sales Rep filter to streamline team performance tracking.
Enable the new setting to manage Pre-Install and Post-Install Survey types directly from the Welcome Call module and set up Welcome Calls from projects.
Project Management: Less Clicks, More Control
Project efficiency takes a leap forward with automation upgrades and smarter task handling. These new capabilities reduce manual effort, bring structure to your workflows, and ensure every project stays aligned, even when things are on pause.
Now you can edit stage fields and contact details even when a project is On Hold or Canceled. This flexibility ensures your project data stays accurate and up to date, allowing better management and record-keeping during any project phase.
No need to enter a project to create a task, now you can add tasks directly from the List or Kanban views, streamlining project management even further.
Even if a project review fails, you can now edit the relevant fields to make corrections or updates immediately without restarting the entire process.
Finance: Faster Financing. Fewer Mistakes
Financial workflows get faster and more consistent with time-saving improvements. The ability to finance new job types, clone BOM templates and standardize documentation ensures accuracy and scalability as your project load grows.
Battery job types in Texas can now be financed with Solrite. A new battery public proposal option makes financing more accessible within these projects.
You’re now required to map each IGS sales partner code to its corresponding state office. If a code isn’t linked, the system will display an error to ensure proper partner alignment.