Smarter automations, faster proposals, streamlined financing, and better project visibility — here's everything new this release.
⭐ Weekly Highlights
Sunrgy Integration — Order Materials Directly From Your Projects
Sunrgy is a national wholesale solar equipment distributor that supplies panels, inverters, batteries, racking, and electrical components to residential and commercial installers — with 24-hour jobsite delivery and 99% order accuracy across seven U.S. warehouses.
With this integration, you can now view contacts, check real-time stock, track order progress, and download estimates and invoices — all without leaving SubcontractorHub. It's a direct connection between your project pipeline and your materials supply chain.
👉 Want access? Reach out to your Customer Experience Manager (CXM) to get Sunrgy enabled for your organization.
Admin — Automate More, Manage Less
New tools to help your back-office team eliminate repetitive work and keep data clean across your organization.
Automations & Webhooks
New automation conditions — use Utility Company, Installer Name, Office Name, and Ensite Site Survey Status in your workflows.
New operators — Contains, Starts With, Ends With, Is Empty, In, and Not In.
Trigger Webhooks now support Customers, Leads, Proposal QC Reviews, and Commissions, plus a new Map Fields option for payload control.
Automation History — search by name and reveal hidden If/Else events with a dedicated toggle.
Setup & Permissions
Share Document Triggers with connected Sales Organisations automatically.
Design Tool dropdown for finance partners — add or change multiple design tools in one step.
Beta Features — enable or disable directly from a dedicated admin section.
Edit Report permissions can now be granted by user profile.
Domestic Content toggle control extended to specific roles for IGS Solar, GoodLeap, and LightReach.
Data & Organisation
Discount Details now visible to admins.
Stage Inputs — mark values active/inactive; restore deleted inputs with the new Deleted filter.
Announcement Archive — revisit past active announcements.
Customer Portal — enable or disable per organisation.
Summary Table chart type for richer reports.
Sync new offices with parent organisation preferences in one click.
Auto-reassign leads and customers when a user is disabled.
Sales Velocity — Close Deals Faster
Updates that help your sales reps build better proposals and move homeowners from quote to signed contract.
Proposals & Pricing
Non-Export System support — production graphs now reflect when excess energy isn't exported.
Solar Commissions built into panels, batteries, and adders with editable percentages on loan proposals.
Roof Insurance filter added to Customers and Project listings.
Water Purification proposals — full proposal flow with reusable packages, AI-powered generation, automatic water reports, and custom products/pricing.
Documents & Compliance
Welcome Call PDFs auto-appended to proposal PDFs; language confirmation added before loan signing and Welcome Calls.
SubHub Sign — align multiple fields at once for faster formatting.
Scanifly Order Design — start designs directly from the proposal without switching platforms.
Finance — Simplified Lending & Refunds
Improvements to how your team qualifies homeowners, manages loan options, and processes refunds through integrated lenders.
Aven redesign — guided flow with pre-filled details, qualified vs. requested amounts, rate/term comparison, Change Terms, and Start Over after unfinalizing.
Solrite pricing now manageable for Seamless sales organisations.
GoodLeap Pay refunds — process full or partial refunds from Payment History with amount and reason selection.
Project Management — Better Visibility, Less Tab-Switching
Keep your operations team focused inside one platform — with at-risk tracking, file management, and a new supplier integration.
At-Risk Projects — new Project Coordinator filter plus View Details opens in a new tab.
Attachment archiving — archive and unarchive project files without deleting them.
Sunrgy integration — view contacts, order details, stock, progress, and download estimates/invoices from within the project.