July 3 Releases

This article will highlight the global updates to SubcontractorHub and help you locate the step-by-step instructions for the features you are looking for.

Auto-Adders Based on Roof Type

When building a proposal, choose the roof type to set automated adders, streamlining adjustments based on your selection.

For a step-by-step guide to this feature, go to this article. 

Auto-trigger to Convert a Proposal to a Project

Enable the auto-trigger setting to automatically convert your proposal into a project as soon as the contract is signed.

For more information, follow this step-by-step guide. 

Multiple Options to Set Round Robin for Leads

Customize your lead round-robin based on various criteria like day/night shift, geolocation, URL form, lead source, job type, state, and city, ensuring leads are distributed efficiently.

Follow this step-by-step guide for more information.

Electric Upgrade Included for Adders

You can now directly add the Electric Upgrade Included option to their adder database, simplifying pricing management for adders in your proposals.

For more information, read this step-by-step guide.

Notify Specific Roles of Aurora Request Design

A new Aurora setting has been added to notify the assigned role when an Aurora design is requested. 

For more information, follow this article.

Set Escalation Values for your Proposals

Escalation Values can now be configured with maximum and minimum limits through the settings, providing precise control when building proposals.

To learn how to use this feature, follow this step-by-step guide.

LightReach Void Contract Button

Easily void contracts after sending them with the new "Void Contract" button. This feature allows you to modify your contract or proposal and resend the updated version seamlessly.

Follow this step-by-step guide for more information.