This release focuses on how work is tracked, how automations surface updates, and how teams understand status at each stage. Admin, Sales Velocity, Finance, and Project Management teams all benefit from fewer assumptions and clearer signals.

Why this matters: When your systems clearly show what's happening and what's next, your crew spends less time guessing and more time getting the job done.

Reports now support additional boolean operators, including " is not true". This improves precision when filtering fields such as archived status.

💡 Boolean Operator: A filter logic term (true/false, is/is not) used to narrow down data in reports.

Site survey questions can now be marked as required, preventing site survey packages from being completed until mandatory information is provided.

Real-World Example: Require a photo of the electrical panel during site survey so the install crew never shows up unprepared.

Custom project fields created by EPCs now appear automatically in connected Sales Organizations, and project page layouts support multi-select roles — reducing duplicate setup.

IronRidge is now available to everyone in the Integrations tab — no longer limited to Seamless Energy partners.

💡 IronRidge: A leading solar racking manufacturer. Integrating with IronRidge lets you auto-generate racking BOMs for your solar projects.

Inside SubHub Sign, you can now copy and paste fields within the same template for faster document setup.

Task visibility is now independent of stage automation: - Task visibility ensures all tasks remain visible at all times - Automated stage progression controls only whether stages advance once tasks are complete

Pro Tip: This means you can show all stage tasks to your team without worrying about auto-advancing stages prematurely.

Automations can now be paused using the Unlaunch option, providing clearer control without deleting workflows.

Users can hide or unhide specific project fields and enable editing of fields in projects that are cancelled or on hold. For Text or Text Area field types, the Field Type can also be updated.

Office cloning has been enabled — duplicate an office using only the name and territories. No email is required.

BOM formulas now support the use of parentheses, ensuring accuracy and flexibility in calculations.

Example: (panel_count * 2) + 4 now works correctly in your BOM formula builder.

Finance updates focus on maintaining consistency across active financing workflows and improving reporting clarity.