Keeping up with platform releases helps you take advantage of new features, bug fixes, and improvements as soon as they're available. Here's what changed in this update so you can stay ahead of the curve.

This month, SubcontractorHub introduces several new features and improvements designed to enhance workflow efficiency, improve financial integrations, and streamline proposal management.

Here’s a look at the latest updates:Threads in Project ChatReplies in theProject Chatmodule now create threads, making conversations easier to follow.

Within each thread, you can react with emojis and upload files to stay organized.

Threads in Project NotesProject Notesnow support threaded replies too.

This means any follow-up or internal discussion stays grouped, with support for emojis and file uploads for richer collaboration.

NREL SettingsWhen enabled, this setting blocks integrated financing for proposals using NREL as the design source.

It applies only when a sales rep selects an installer and can be customized separately for loan and lease.

Manual and cash financing remain unaffected.

NREL JailAdmins can now require approval for any proposal built withNREL design data.

This ensures tighter oversight and helps prevent errors or misuse by sales reps.

Bypass Required Fields in Job StagesAdmins can now allow certain job stages to skip required fields.

When enabled, users can complete the stage and update the project without validation errorsBattery Availability by StateBatteries in your database can now be restricted to specific states.

If no state is selected, the battery will default to being available in all.

This ensures better geographic control over offerings.

Expanded Project Document TemplatesAll document template types are now available within the project itself.

Plus, users can send these documents for signature using SubHub Sign with a simple “Sign Now” button, no external tools needed.

Example Installation PhotosAdmins can nowupload example photosfor installation workflows.

These examples appear in the project module, helping teams in the field understand expectations at a glance, just click the eye icon to view them.

Concert Finance – Add Existing AccountsYou can now add yourexisting Concert Finance accountdirectly to a proposal, no need to create a new one.

Simply request your account ID from Concert, input it, and move through qualification seamlessly within SubHub.

SubHub Sign: Completion Certificate DownloadsYou can now download contract completion certificates from theSubHub Sign Envelopessection, available across all modules.

A new preview button also lets you review contract content and mappings before sending.

SubHub Templates: Easier Field MappingField mapping just got more user-friendly.

You’ll now see labels and helpful descriptions for each associated field, making setup clearer and faster.

Appointment Confirmation by AssigneeAssignees can now confirm, reject (with a reason), or reschedule appointments based on permissions set by the admin.

Appointment status will update automatically from “Pending” to “Approved” or “Rejected,” keeping everyone in the loop.

NREL Approval WorkflowAdmins can now assign roles and emails forNREL design approvals.

Assigned reviewers will get notified and can approve or reject with a reason, only approved designs can proceed to financing.

If/Else Action&New Custom Fields in AutomationsAutomations now support If/Else conditions across all modules.

You can alsoadd CCsto email actions with multiple role selections.

New triggersforUtilityandStateare now available.

Plus, custom fields are being added to the Lead module (to use, create them via Page Layouts).

Shade Report UpdateProposals now includeWeighted and Annual TSRF datain shade reports.

Weighted TSRF provides a more realistic average for better clarity.

Auto-Add Adders Based on Panel QuantityYou can now auto-add adders in a proposal based ontotal panelcount.

If the panel quantity matches your database conditions, the adder will be added automatically and removed if the panel count changes.

GoodLeap User Verification RequiredTo qualify customers via GoodLeap, users must now be both mapped andverified through Recheck.

If a user is mapped but unverified, qualification won’t proceed.

You can manage and check status under the GoodLeap Users list.

Bulk Upload for Manual Projects via Data WizardManual project setup just got easier.

Use the provided CSV sample sheet to bulk upload data including custom fields and job stage fields.

Simply use separate tabs: one forCustom Fields (Custom Fields retroactively_6)and one forStage Fields (Stage Fields PTO@PTO_Notes).

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