More ways to connect field activity, expand energy plan options, and simplify proposal workflows- here's everything new in this release.
⭐ Weekly Highlights
Knock Module — Bring Lead Generation Into the Field
The Knock Module supports field teams with door-to-door lead generation, helping them capture opportunities while canvassing neighborhoods and keep field activity connected to their team's workflow.
Capture leads while canvassing neighborhoods.
Keep field activity connected with the team's workflow.
Spend less time managing leads manually and more time creating opportunities.
👉 Want to learn more? Reach out to your Customer Experience Manager (CXM) for details.
Admin — More Control, Better Workflows
Updates to simplify product configuration, improve user-level controls, and give admins more flexibility across settings and reporting.
Home Improvement & Water Purification
Updated Home Improvement workflow — Configure products, deadlines, unit prices, packages, adders, and proposal settings. Individual adders can affect proposal pricing without changing the underlying package price.
Custom Water Purification package photos — Upload and save custom photos for water filter packages to display in proposals.
Organization & User Settings
Automatic installer preference syncing — Default preferences configured by a connected installer can automatically load for the connected EPC or sales organization.
User-level theme toggle — Users can switch between the new and old UI themes from their profiles. First-time logins include an introductory pop-up and a notification badge on the profile menu.
Centralized escalation settings — Escalation settings have moved from individual proposal pages to global proposal settings, with editing restricted to admins.
Reporting
Recurring report date ranges — Add a repeat cycle to date range operators to generate reports across sequential intervals.
Sales Velocity — More Flexible Proposals
New capabilities help sales teams manage document workflows, bring property data into proposals, and support additional financing and job types.
Proposals & Design
SubHub Sign participant indicators — Color-coded tags in the template preview identify each person involved in the PDF workflow. Pages show the relevant tags based on who needs to provide input, including multiple tags when several participants are required.
Battery-only proposal support — Create proposals for battery-only jobs with dedicated preference options, equipment configurations for backup and non-backup systems, and tailored proposal flows.
Home Improvement Proposal Improvements - Home improvement proposals now run on an updated prototype that uses the products already in your database. Build packages from products and adders, then switch packages anytime from the proposal details page. You can add standalone adders, which apply to the whole proposal rather than the package.
New UI Improvements for All Job Types - Solar, roofing, HVAC, battery, and home improvement proposals now have a cleaner, more intuitive layout, both during proposal creation and on the proposal details page.
Advanced Tree Editing in AI-Assisted Design - AI-assisted roof designs for solar proposals now account for shade from trees on and around the roof, showing how much sun each section actually gets so you can place panels where they’ll perform best.
Integrations & Financing
Sunrgy integration requests — Add required notes and requester and decision-maker details to integration requests.
Dual financing through Welcome Call — Select Loan/Lease as the deal type, then choose Aven and HDM as finance partners to access the dual financing feature.