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.

Smarter controls, clearer data, and smoother execution, this release focuses on removing friction across admin workflows, sales execution, and project operations.

With more flexible reporting, better proposal logic, and scalable project controls, teams can move faster while staying accurate and compliant.

Stronger Systems, Less Admin DragThis update sharpens how your backend works behind the scenes.

Reports are now more flexible, letting youdefine created-date ranges by start and end day of the week, so your data aligns better with how your teams actually operate.

Job stage inputs are smarter too,dependent fields are now visible across all stages(not just the selected one), with a clear hierarchy and stage reference so teams always know where data is coming from.

Solar adders now include a new “Available For” control, making it easy to decide whether an adder is usable by EPCs, connected sales orgs, or both.

Template workflows just got smarter.

Document Templates are now renamed as Document Triggers and relocated to the Document Manager, making it easier to manage templates from a single place while improving discoverability and reuse across teams.

A newmounting-type formdynamically appears in HIC based on selection (solar only), andnon-system add-on document typescan now be tied directly to proposals across all job types.

To round it out,battery customer formsnow support selecting both the batteryandthe battery type, giving you more accuracy upfront.

The newPermit Contractor Information sectionin Organization Details ensures contractor-specific details flow correctly into permit submissions, improving accuracy and reducing manual corrections later in the process.

Explore The Full Admin ToolkitFaster Deals, Fewer DisruptionsSales teams get cleaner signals and fewer surprises.

A newAdd-On System field in solar detailslets reps mark non-system add-ons as “Yes” or “No,” ensuring the correct HIC contract is generated automatically at signing.

Welcome Call workflows are also easier to manage,customer records can now be filtered using a date range, helping teams prioritize follow-ups and keep pipelines moving efficiently.

To speed up your site layouts, theAI design tool now supports multi-panel selection, letting you drag and move entire groups of panels in one go.

Unlock Sales Velocity ToolsFaster Funding, Fewer StepsFinance workflows are now more adaptive to Sunlight updates.

Counter-offers automatically generate a new finance cardfor the qualified product while retiring the original quote, helping teams avoid confusion and maintain clean financing records.

Teams can also sync financing by entering aSunlight application ID, allowing finance details to update or create new cards as needed across solar, roofing, and HVAC jobs, with no additional rework.

See Every Finance UpgradeBuilt to Scale With Your ProjectsProject handling is now more flexible and scalable.

Fields are no longer locked to a single stage, admins can create fields independently and drag them into multiple stages, keeping them editable where needed and read-only elsewhere.

Exporting just got easier too, with support forexporting up to 500 projects at once, instead of only the current page.

Manual projects now allow customer addressesto be added and edited directly within the project, reducing back-and-forth.

You can alsoenable a standard AM/PM date and time format across projectsfor clearer visibility.

Appointment management is also more transparent, with a newproject-level view that shows all scheduled appointmentstied to a project in one place.

Finally, service maintenance workflows expand with the ability toadd new service statusesdirectly from the database, keeping long-term service tracking clean and customizable.

Discover Project Management ResourcesThat’s only the start.

Dive deeper into detailed guides, walkthroughs, and best practices in the SubcontractorHub Knowledge Base.

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