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.

The latest updates to SubcontractorHub are designed to enhance efficiency, control, and visibility across key areas of your business.

With streamlined project management, improved sales processes, and new finance options, these features help your team work smarter and more effectively.

These updates offer greater flexibility, ensuring a smoother experience and supporting your growth at every step.

Admin Tools for Enhanced Control and FlexibilityAdmins can nowmapSeamless Energy fields to another organizationbefore creating a BOM.

This ensures the required data is available in the correct format, preventing errors and delays in project progression.

Admin updates now provide tighter control over financial data.

TheFinance Summaryin project details is onlyvisible tousers with the appropriate permissions, improving privacy and ensuringrole-based accessfor sensitive financial information.

Additionally, new features allow for more efficient operations:Reports can now be sortedby bothlabels(x-axis) andvalues(y-axis), incombination with ascending/descending, providing enhanced flexibility when analyzing data.

InSubHub Sign Templates,required and optional fields are now clearly mapped, and the signing navigation has been improved.

The left-side bar guides recipients to all fields needing attention, ensuring better visibility.

Recipientscan skip optional fields, butcannot submit the document until all required fields are filled.

Admins can select which roles haveaccess to theroof proposal marginfeature.

This provides better control and security over proposal pricing by restricting margin management to authorized users only.

Access toSubHub Sign Envelopesis nowpermission-based, allowing specific roles to access envelopes as set by the organization admin.

Furthermore, theHoldback section is now accessible to organizationsthat have been added to holdbacks by the Customer Experience Manager, enabling them toview, add, and edit holdbacks for their organization.

WithAurora Designer Settings, office admins can now set adefault designer for their office,overriding the parent organization's assignment.

A new“Map Value” field with offset %has been added to theCallPilot integration, offering more precise configurations.

Additionally, Admins can nowconfigureProject Stage Field Dependenciestoeither show/hide or enable/disable dependent fields.

With theshow/hideoption, the dependent field remains hidden until the parent field is filled.

With theenable/disableoption, the field is visible butcannot be edited until the parent field is completed.

Explore The Full Admin ToolkitSales Velocity Enhancements for Faster Proposals and ClosuresSales Velocity simplifies proposal and consumption workflows.

Users canimport a utility data CSV into the Consumption Profile for specific utilities,download the same uploaded filewhen needed, and keep it available in bothproposal and project attachments.

Consumption data now auto-saveswhen the utility rate plan changes.

Additionally, theProposal Buildershows anestimated commission amountto eligible users, offering real-time visibility into earnings.

Sales reps can enter a margin in theRoof Proposalsectionif the"Enable Roof Proposal Margin" setting is enabled.

The margin can be a flat amount or a percentage and applies to the entire proposal subtotal.

This feature is editable only if the appropriate permission is granted in User Profiles.

Unlock Sales Velocity ToolsFinance Updates for Simplified Transactions and Improved FlexibilityConcert Finance has expanded with the newPropel Prepaid PPA/Lease productfor solar job types.

The product is available only if thecustomer’s address is within the service area, ensuring accurate product selection.

Sales reps must specify the customer’s utility and create an account, streamlining the financing process for smoother transactions.

Additionally, Aven Financingis now live, offering sales reps faster and moreflexible loan financing optionsfor their customersacrossall job types.

Forbattery proposalsfinanced bySOLRITEand marked as closed-won,organizations now have the option to generate anInstaller Change Order (ICO)alongside theHomeowner Change Order (HCO).

See Every Finance UpgradeProject Management Upgrades for Better Workflow and ClarityProject Management updates ensure accuracy and streamline project progression.

ForSeamless Energy-financed projects,“Utility Approved” is now a required part of theBOM workflow, ensuring accurate data before proceeding.

TheMarketplace Site Survey Photos tabin projects is now visibleonly if theCustomer Experience Managerhas enabled the feature.

InProject Details,new fields for“Tree Contractor” and“Roof Contractor” have been added to theOwner and Team Info section, allowingcontractors to be selected from a dropdown list for all job types, making it easier to keep track of the team involved in each project.

Discover Project Management ResourcesSubcontractorHub continues to empower teams with powerful updates that simplify workflows, enhance visibility, and drive efficiency across all areas of your business.

These new features are designed to give you greater control over projects, finance, and sales, while reducing complexity and improving collaboration.

With SubcontractorHub, you can focus on scaling your operations and delivering results faster.

Stay ahead with a platform built to streamline every part of your home services business.

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