These updates are all about making your workflows smoother, your data more actionable, and your teams more connected. From better collaboration tools to smarter finance controls and improved project visibility, these enhancements help you move faster without adding complexity.
Let’s break it down by module.
Admin Updates Ensure More Control, Better Collaboration
The Admin features focus on giving you deeper control over your workflows while making team collaboration easier than ever.
You can create custom chat groups and use them directly inside projects. Mention a group in notes or assign them to tasks, and everyone in that group stays in sync automatically.
Managing proposals and finance is more flexible. You can include co-signers in proposals, track when their welcome call is completed, and define exactly where lender options should appear.
Additionally, you get control over who can edit custom adders, along with improved signer roles and change order signing for SubHub e-sign. This ensures the right people take the right actions at the right time.
Working with pricing data also got easier. Import and export pricing for solar, roofing, batteries, and adders using the data wizard. Battery pricing is also more detailed, with separate values for backup and non-backup configurations.
On the configuration side, you can:
Proposal creation is now more structured as well, with roofing type options (retail or insurance) and added visibility into post-utility costs directly within battery details.
Sales Velocity Features for Faster Deals, Fewer Errors
Sales Velocity updates are designed to help you close deals faster while reducing errors between systems.
Map Aurora users to partner offices, making it easier to select the right partner when requesting designs. This removes confusion and speeds up proposal creation.
For Concert proposals, you now get clear visibility into any data mismatch between systems before finalizing. Once everything is aligned, you can send the change order directly to Concert from the finance card in just one click.
Project Management features Ensure Clearer Progress and Better Accountability
Project Management updates focus on improving visibility and ensuring critical steps are completed before moving forward.
You can view the partner application ID directly within contract details, giving you quick access to important reference information without digging through multiple systems.
Project completion is also more structured. The completion certificate signing step is now clearly visible for generator, water purification, and home improvement jobs. Until this step is completed, the project cannot move forward, ensuring nothing important gets missed.