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's release brings targeted improvements across SubcontractorHub, focused oncontrol,clarity, andworkflow consistency.

These updates strengthen how Admin, Sales Velocity, Finance, and Project Management teams work together, reducing manual effort and improving visibility at every step.

Admin Updates That Strengthen the FoundationAdmin enhancements in this release focus on making configuration faster and more consistent across the platform.

Global Value Setscan now be reused when creating project fields and stages, reducing repetitive setup.

Kanban stage viewsnow give admins control over whichstandardandcustom fieldsappear per stage.

Adder managementis simplified withbulk pricing deletion by territory, and adder categories are now applied automatically formounting type,optimizer, andenergy management devicesto keep proposals aligned with system details.

Visibility also improves withprice information history logs, helping teams track pricing changes and accountability.

Admins can now also attachproduct info filesto materials, making detailed product information accessible directly from public proposals.

Roofing workflows expand withinsurance-enabled jobs, allowing claim numbers to flow from proposals into projects and adding aninsurance-specific stage.

Additional updates includeeditable role names,expanded roofing webhook fields, includingtotal square area,roofing material, androofing area, newautomation triggersfor change orders and appointments,appointment reminder checkboxes, and clarified behavior forsolar design setbacksmoving forward.

Admin users can now also viewlast login timestampsdirectly in the user list for better access visibility and compare data more easily with a newreport field comparison option.

Document workflowshave also been enhanced with acommercial or residential indicatorin document triggers, ensuring the correct document templates are applied based on property type.

Explore The Full Admin ToolkitSales Velocity Updates That Improve Context and AccuracySales Velocity updates focus on capturing better insights and reducing follow-ups.

Welcome Callworkflows now includeAI-powered sentiment detection, allowing teams to record and understand customer responses more clearly.

Roofing proposals also benefit frominsurance claim tracking, with claim numbers visible in proposals and carried through to project details when enabled.

These improvements help sales teams stay informed and aligned throughout the sales cycle.

Sales teams can now also reuse existing solar designs using theDesign Seeding feature, which allows a proposal design to be copied into a new proposal for the same customer by entering a previous proposal ID.

This removes the need to redesign layouts and helps teams move faster when creating multiple proposals for a single customer.

Unlock Sales Velocity ToolsFinance Updates That Add FlexibilityFinance workflows gain added flexibility with the introduction ofGoodLeap loan autopaycontrols across all job types.

This update gives teams more consistent payment management options while keeping financing workflows moving smoothly.

See Every Finance UpgradeProject Management Updates That Increase VisibilityProject Management updates focus on keeping work organized and transparent.

Service maintenancenow uses arefreshed layout with additional fields, and teams can addnew roles and userswhile creating a service.

List viewsare more flexible, allowing thesame field to be added multiple timeswhen needed.

For Seamgfless Energy projects, a newrequest payment fundingbutton is available once funding is initiated, enabling direct chat and faster coordination.

Project notesnow supportsharing public URLsfor site survey and installation images, making visual references easier to access.

Service workflows improve by clearly handlingmultiple service entries, ensuring the most recent request stays active while maintaining visibility into prior submissions.

Engineeringandchangeorder servicesnow displaymultiple stages once accepted, giving teams a clearer view of progress and status.

Discover Project Management ResourcesAcross Admin, Sales Velocity, Finance, and Project Management, these January updates reinforce a more connected and reliable platform.

Each improvement is designed to supportclearer decisions,faster execution, andbetter collaboration, so teams can focus on moving work forward with confidence.

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