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.

Progress happens when the right tools align with the way teams actually work.

With new refinements acrossAdmin, Sales Velocity, Finance,andProject 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 WorkflowThe 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 selectmultiple states in automation conditions,newly addedtask modules for automationsand a‘Jump To’ triggerto keep actions running on loop.

User roles tied directly to job stagesbring clarity to responsibilities, ensuring only the right people show up for the right tasks.

And withinstallation 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.

Explore The Full Admin ToolkitSales Velocity, Built for MomentumSales 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 withSE Finance change orders now trigger a fresh Welcome Callwhen documents are re‑signed, so no customer touchpoint slips through.

Integrated organizations can validate their URLsupfront, eliminating issues that could slow down communication.

And forScanifly users, reps can now attach a Project ID from an earlier proposal, adding context and continuity without extra effort.

They can alsorequest quick adjustments with a simple re-designoption on change orders.

Everything works together to keep deals moving without friction.

Unlock Sales Velocity ToolsMaking Financing Faster and SmarterYour 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.

See Every Finance UpgradeStreamlining Projects, One Step at a TimeKeeping projects on track has never been simpler.

With the newupload button for Align Solar installation photos, reps can quickly attach crucial documentation right where it’s needed.

Project tagsnow do more than just label, they highlight entire cards in theKanban view, and evendisplay overdue hours alongside days, giving teams sharper visibility into what needs attention first..

Multiple Sales Organization filtersgive 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 dedicatedCancelled 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.

Discover Project Management ResourcesFrom 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.

Related ArticlesDecember 2nd 2025 ReleasesDecember 30th 2025 ReleasesJanuary 13th 2026 ReleasesJanuary 29th 2026 ReleasesApril 2nd 2026 Feature Releases

Split Analysis: This article covers a single focused topic and does not require splitting into sub-articles.