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.

These updates in SubcontractorHub are designed to help you simplify and streamline your operations, ensuring that your team can focus on what truly matters: growing your business.

Whether you're managing your admin processes or accelerating your sales cycle, these powerful enhancements let you work faster, with greater accuracy, and at scale, all while improving your overall workflow.

Admin Features to Streamline Your Operations And Gain Better ControlSubcontractorHub’s Admin updates improve control and streamline daily operations.

Thereport layout divides reports into “favorite” and “other” categories, improving navigation and accessibility.

Additionally, theSubHub Sign Navigation Setting empowers admins to tailor the document signing process by either focusing solely on required fields or including optional ones during navigation.

The platform also provides an option to setcommissions based on solar system size in kilowatts.

Additionally,admins have the ability to set unit prices, redline prices, and minimum prices for roofing materialswithin the database, providing greater control over pricing accuracy.

Through user profiles, admins can also manage role-based access.

If this permission is not enabled, users will be restricted from making updates to pricing in proposals, and an error message will appear when finalizing financing.

Organizations can now access “Resource Folders”, making it easier to store documents, organize data, and keep important information in one place.

Alljob types now include project workflow stages, giving teams a more flexible and structured way to manage progress across each job stage.

Task assignment has also become more efficient:tasks can be assigned automatically to users based on a round robin queue.

In addition,automations now include a new action called “Sign via SCH”, giving teams another way to streamline workflows and move tasks forward with less manual effort.

Explore All Admin FeaturesSales Velocity Updates to Accelerate Your Sales and Close Deals FasterSales teams can work more efficiently with the Sales Velocity module.

Insolar proposals, the consumption profile now presents both annual and monthly data on a single screen, eliminating the need to switch between tabs.

Additionally, the“Had Medical Exemption” checkbox, in the consumption profile within a solar proposal, is a valuable feature for customers in California, automatically adding the exemption information to GoodLeap financing applications, simplifying the process.

Additionally, whenthe design tool is changed to Scanifly Request Design, sales reps can either create a new project or enter an existing project ID to pull an existing design into a new proposal.

This helps reduce duplicate work and makes it easier to reuse design data where needed.

The platform also now features anew job type called Generic.

Admins can configure adders for this job typein the database, andsales reps can select it while building proposals.

These proposals include stages, pricing, adders, and financing, and once a proposal is marked closed won, it converts into a project.

Take a Closer LookSmarter Project Management Features for Daily OperationsWithin project chats, users can now react with Ok and thumbs up, making communication quicker and more interactive.

In the customer portal information section, teams have the option toreset a customer’s password by sending a reset email.

Theproject details page now shows the notes history.

Task creation has become more precise as well.

Whenassigning alead to a roleorproject task to a role,aspecific user within that role can be chosen from the same screen.

This makes task assignment more accurate and easier to manage.

In addition, forprojects that use Ensite for site surveys, project managers can now view the Ensite site survey status directly from the project details page, helping them stay informed without needing to switch between systems.

For the newGeneric job type, projects include key sections such as tasks and notes, helping teams manage the full workflow from closed proposal to execution.

Discover the Complete ToolkitThese SubcontractorHub features empower home services businesses to scale efficiently and effectively.

With its streamlined admin, sales, finance, and project management tools, you can simplify processes, accelerate sales, and stay in control of your operations without the complexity.

Explore these powerful features to unlock new levels of productivity and drive your business forward with ease.

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