Progress happens when the right tools align with the way teams actually work. With new refinements across Admin, Sales Velocity, Finance, and Project Management, the platform now delivers clarity, speed, and cohesion at every step. These upgrades transform daily processes into powerful drivers of success.
Simplify the Back‑End, Strengthen the Workflow
The admin side has been refined to give teams more flexibility and control where it matters most. Your workflows feel more intelligent and less repetitive with the ability to select multiple states in automation conditions, newly added task modules for automations and a ‘Jump To’ trigger to keep actions running on loop. User roles tied directly to job stages bring clarity to responsibilities, ensuring only the right people show up for the right tasks. And with installation labels simplified to include solar or solar+ battery options, reporting becomes cleaner and more accurate. SubHub Sign steps in with intelligent partial mapping, helping the system recognize mapped fields and work only on what’s left. Together, these updates transform admin from a background process into a streamlined hub that supports growth and keeps operations moving forward.
Sales Velocity, Built for Momentum
Sales teams thrive when momentum is built into the process. That’s why the latest Sales Velocity updates focus on cutting delays and keeping pipelines moving. Proposals with SE Finance change orders now trigger a fresh Welcome Call when documents are re‑signed, so no customer touchpoint slips through. Integrated organizations can validate their URLs upfront, eliminating issues that could slow down communication. And for Scanifly users, reps can now attach a Project ID from an earlier proposal, adding context and continuity without extra effort. They can also request quick adjustments with a simple re-design option on change orders. Everything works together to keep deals moving without friction.
Making Financing Faster and Smarter
Your financing options have just expanded, giving teams and customers more flexibility than before. SOLRITE financing now covers Massachusetts. LightReach milestones now display clearer cues around resubmitted and rejected stages, helping you track progress with better transparency at every step. For both your team and your clients, this means faster decisions, less stress, and a more confident path forward.
Streamlining Projects, One Step at a Time
Keeping projects on track has never been simpler. With the new upload button for Align Solar installation photos, reps can quickly attach crucial documentation right where it’s needed. Project tags now do more than just label, they highlight entire cards in the Kanban view, and even display overdue hours alongside days, giving teams sharper visibility into what needs attention first.. Multiple Sales Organization filters give installers sharper control over project lists, so relevant projects are always front and center. To maintain consistency, project contract details can now be updated only on manually created projects. SE-financed projects include a built-in completion certificate step, making compliance clear and impossible to miss. And for more accurate workflow handling, a dedicated Cancelled stage has been added to job stages, helping teams categorize and track every outcome cleanly. These enhancements combine to make project management cleaner, more efficient, and more aligned with how teams actually work.
From Admin to Sales Velocity, Finance to Project Management, every corner of the platform has been refined and upgraded to help your team work smarter, faster, and more efficiently. With everything working seamlessly together, the platform now supports your business in a more cohesive and powerful way, turning everyday tasks into streamlined, high-impact operations.