Overview
Why this matters: SubcontractorHub regularly ships updates to make your daily workflows faster, smarter, and more reliable. This September 9th release includes improvements to proposals, automations, finance integrations, project management, and BOM templates. Here's everything you need to know.
Release Highlights
🏠 Proposals & Design
Default Waste Factor Percentage for Roofing Proposals
Enable a default waste percentage from Settings → Public Proposal and Customer Settings to automatically calculate expected roofing material waste in every proposal. No more manual waste calculations!
Hide System Losses from Solar Details
Turn on this setting to remove the System Losses percentage from the solar details section of a proposal — keeping customer-facing documents clean and simple.
View Solar Design Image in Site Survey Photos Public URL
On-field reps can now view the solar design directly from the site survey photos public URL via a new "View Solar Design Image" button.
⚙️ Automations & Workflows
Automation Trigger — Site Survey Photos and Installation Photos
New completion triggers now send automatic notification emails once site survey or installation photos are marked complete in the public URL. No more checking manually!
Change Order Automation Trigger
Change order completion now triggers automations in SubcontractorHub. Set up your automation, complete a change order proposal, and convert it to a project (CWDS) to activate actions like sending emails.
Equipment Mapping Changes — "Equipment Sync" Button
When equipment mapping is updated mid-design, sales reps can click "Equipment Sync" to apply changes instantly and proceed with financing — no re-saving needed.
💰 Finance & Compliance
Finance Integrations — "Available for New Proposals" Checkbox
Control visibility of finance partners using a new checkbox. If unchecked, partners appear only for change orders; if checked, they're also available in new proposals.
Enfin and IGS Solar — Finance Card Lock
Once qualified for Enfin or IGS Solar, finance cards cannot be unfinalized. Any changes require a change order request — protecting your financing terms.
Disable Offices to Restrict Users
Disable an office to restrict its users from accessing the tool, while the Parent Org retains access to customers and proposals.
📊 Project Management
Change Order Proposal Review
Proposal review now supports change order proposals, with separate lists for new and change orders. Reviewers can toggle between both in the "Review Proposals" tab.
Project Details Popup in Project Report Section
Instead of opening in a new tab, project details now appear as a popup within the same tab when you click on a project report — faster navigation!
Grouping of Mapped Users
Easily manage Sungage's mapped users with improved grouping and top-level filters for faster navigation.
📦 BOM & Supply Chain
ABC Supply Integration in BOM Templates
Integrate ABC Supply as a supplier in BOM templates for Solar and Roofing. BOMs synced with ABC include exclusive delivery options and automatically adjust costs with additional charges, tax, etc.
📝 Templates & Mapping
SubHub Sign Template Mapping
Preview mapped data within SubHub sign templates and quickly identify mapping errors under the new "View Logs" section for streamlined troubleshooting.
How These Updates Help You
Update | Benefit |
Default Waste Factor | Saves time on every roofing proposal — waste is calculated automatically |
Photo Completion Triggers | Keeps your team informed without manual follow-up |
Finance Card Lock | Protects financing terms from accidental changes |
ABC Supply in BOM | Streamlines ordering with integrated pricing and delivery |
Change Order Automations | Automates follow-ups when change orders complete |
Pro Tips
🏆 Enable default waste factor immediately — if you do roofing, this one setting saves calculation time on every proposal.
🏆 Set up change order automation triggers — pair them with email notifications so your team and customers are always in the loop.
🏆 Use Equipment Sync — if you change equipment mid-design, one click updates everything without re-saving the proposal.
Key Terms
Waste Factor: A percentage added to material quantities to account for expected waste during installation.
Change Order: A modification to an existing project or proposal (e.g., adding panels, changing equipment).
Finance Card Lock: A setting that prevents changes to finalized finance partner selections without a change order.
Equipment Sync: A button that applies updated equipment mappings to a design in progress.
Change Log Summary
Change | Details |
Title rewritten | From "September 9th Releases" → descriptive, scannable title |
Structure standardized | Organized by category (Proposals, Automations, Finance, Projects, BOM, Templates) |
Language simplified | Technical features explained with plain-language benefits |
Benefit table added | Quick-reference table showing how each update helps |
Pro Tips included | Actionable recommendations for getting the most from new features |
Screenshots