February 11th 2025 Releases

This week, SubcontractorHub is excited to introduce several new features and updates to enhance your experience. In this article, we'll walk you through the latest enhancements and provide you with step-by-step instructions on how to use them.

1. Multi-Utility CPUC Document Templates

   When adding a CPUC document template, you can now assign multiple utilities to the same template, ensuring consistency across all selected utilities. For detailed instructions on how to use this feature, follow our step-by-step guide.

2. Battery Adders - kWh-Based Pricing

   The database now includes battery adders under the "Battery" section, with kWh as a new unit type to calculate battery adder pricing, ensuring precise cost adjustments. For detailed instructions on how to use this feature, follow our step-by-step guide.

3. Design Approval Before Financing

   If a sales rep switches from Default Design to Nearmap + NREL (Assisted or Manual Design), design approval is now required before proceeding with financing. The reviewer will receive an email when a design is saved and can choose to accept or reject it. For detailed instructions on how to use this feature, follow our step-by-step guide.

4. Add Multiple Panels

   You can now add multiple panels to a roof facet in the solar design tool by a quick drag and drop. It automatically arranges and aligns the panels within the selected area, ensuring efficiency and precision. For detailed instructions on how to use this feature, follow our step-by-step guide.

5. Auto-Add Batteries to Proposals

   You can now use the Auto-Add feature to automatically include batteries in proposals when the zip codes and utilities in your Auto-Add information match the proposal details. Zip codes can also be uploaded in bulk via CSV. For detailed instructions on how to use this feature, follow our step-by-step guide.

6. Sync Application Status in Enfin

   The "Sync Application Status" button allows users to instantly update the credit application status without refreshing the page. Additionally, milestones have been introduced in Enfin, providing clear progress tracking throughout the application process. For detailed instructions on how to use this feature, follow our step-by-step guide.

7. Design Approval Permissions

   You can now enable design approval permissions directly from user profiles instead of setting them through roles in the design tool. This update makes activation easier and more convenient. For detailed instructions on how to use this feature, follow our step-by-step guide.

8. Custom Commission Formulas

   You can now create custom commission formulas using variables and operators with the “Use Formula” option, giving you more flexibility in commission calculations. For detailed instructions on how to use this feature, follow our step-by-step guide.

9. Battery Selection by Increment

You can now set a defined increment for battery selection in proposals, ensuring batteries are added in multiples of your chosen increment. For detailed instructions on how to use this feature, follow our step-by-step guide.

10. Battery Type in HIC Templates

You can now include battery types in HIC document templates, making it easier to manage and customize project documentation. For detailed instructions on how to use this feature, follow our step-by-step guide.

11. Appointment Tags

The appointment feature now includes color-coded Appointment Tags to help categorize and identify different types of appointments effortlessly.For detailed instructions on how to use this feature, follow our step-by-step guide.

12. Stage Update Automation

A new automation condition lets you trigger email or text automation when a job stage status is updated in the project module, streamlining communication and project tracking.For detailed instructions on how to use this feature, follow our step-by-step guide.