The new features are designed to make SubcontractorHub more inclusive, transparent, and efficient for users. All the updates are made to save time, reduce errors, and improve visibility and collaboration between different teams. The updates, available across Admin, Sales Velocity, Finance, and Project Management, ensure a powerful lift to your sales, teamwork, and delivery, all in one seamless platform.
Admin Updates That Optimize Setup Processes
Admin teams now enjoy smoother Aurora user mapping with a simple partner selection process that automatically pulls data into proposals. No more manual entry, partner details flow in seamlessly from your connected account, saving time and ensuring accuracy every time. Additionally, in SubHub Sign templates, admins can now add checkboxes in groups, with the checkboxes surrounded by a border and highlighted for better visibility. The configuration panel allows admins to add checkbox values, configure validation for a group of checkboxes, and even make specific boxes mandatory. Further, admins can select which finance options to display in the preferred finance dropdown. A new “installer doc sign initiated” webhook is now available. Lastly, EPC organisations can now choose which adders are visible to which sales organizations. This ensures that suitable adder options are available to specific sales organizations for proposal creation. All these updates contribute to greater flexibility and control over the workflow.
Sales Velocity Upgrades To Speed Up Deal Wins
Sales reps can attach files to AI redesign requests, so designers see exactly what they need right away. Further, importing utility data from providers such as San Diego Gas & Electric, Pacific Gas & Electric, and Southern California Edison speeds up the consumption profiles updates for eligible users. An 'Import 8760' button has also been added to the utility selection and consumption profile creation screen, streamlining the process even further. In addition, battery mapping for finance AVL is now visible to all users, not just admins, improving visibility across teams. Plus, self-mode and request design flows in Aurora now switch seamlessly in both directions, helping sales teams adapt proposals quickly and close deals faster.
Finance Updates That Allow Seamless Cashflow
Finance workflows for LightReach projects just got smarter with an instant error message for FEOC-ineligible system designs during install package submission. This builds transparency and keeps your project financing on solid ground with fewer rejections.
Project Management Features for Better Visibility and Control
Project managers benefit from a cleaner interface where all dependent fields in a stage collapse neatly into one accordion. This organized view reduces clutter, making it easier to spot and manage key details at a glance. Additionally, when an attachment is added to a task, it will also appear in the attachment section of the project details page, ensuring all relevant documents are easily accessible in one place.
These enhancements turn SubcontractorHub into a more open, clear, and streamlined tool for home services businesses. Far beyond a basic refresh, they deliver a major upgrade to your selling, partnering, and project execution, all within one platform.