January 14 Releases
This week, SubcontractorHub is excited to introduce several new updates and features designed to enhance your experience. In this article, we’ll walk you through the latest additions and provide you with step-by-step instructions to make the most of these new tools. Let’s dive in!
Change Order Welcome Call
Admins can now create Change Order Surveys by selecting the relevant checkbox and linking it to the corresponding ID. A Welcome Call is mandatory for change orders exceeding 10% of the proposal. Follow our step-by-step guide for detailed instructions on how to use this feature.
Main Menu Optimization
The SubcontractorHub main menu has been optimized by grouping related tabs and features under a single tab for improved usability. For more information, see this article.
Project Kanban View – Stage-Based View
Track projects by their current stage with a new color-coded Kanban view, highlighting overdue stages for better project oversight. Follow our step-by-step guide for detailed instructions on how to use this feature.
Commissions – New Job Type Added (Solar + Battery)
Admins can now set separate commissions for solar + battery job types, applying specific margins to proposals that include batteries. Follow our step-by-step guide for detailed instructions on how to use this feature.
Perfect Packet Enhancements
Perfect packet details and responses are stored directly in the Projects module after contract signing. For more information, see this article.
GoodLeap TPO Enhancements
GoodLeap TPO users gain access to additional design reviews by GoodLeap. Aurora designs are compared with SubcontractorHub’s AI tool, creating change orders for significant variances. Follow our step-by-step guide for detailed instructions on how to use this feature.
AI Assisted Request Design Flow – Additional Settings
Two new settings under “AI Assisted Default Design Flow- Request Design" allow sales reps to answer specific design questions and upload electrical documents during the design request process. To learn how to enable these settings, follow this article. For more information on how to set up AI-Assisted questions, see this article. Follow our step-by-step guide for detailed instructions on how to use these settings.