July 1st 2025 Releases
This month, SubcontractorHub introduces several new features and improvements designed to enhance workflow efficiency, improve financial integrations, and streamline proposal management.
Here’s a look at the latest updates:
Replies in the Project Chat module now create threads, making conversations easier to follow. Within each thread, you can react with emojis and upload files to stay organized.
Project Notes now support threaded replies too. This means any follow-up or internal discussion stays grouped, with support for emojis and file uploads for richer collaboration.
When enabled, this setting blocks integrated financing for proposals using NREL as the design source. It applies only when a sales rep selects an installer and can be customized separately for loan and lease. Manual and cash financing remain unaffected.
Admins can now require approval for any proposal built with NREL design data. This ensures tighter oversight and helps prevent errors or misuse by sales reps.
Bypass Required Fields in Job Stages
Admins can now allow certain job stages to skip required fields. When enabled, users can complete the stage and update the project without validation errors
Batteries in your database can now be restricted to specific states. If no state is selected, the battery will default to being available in all. This ensures better geographic control over offerings.
Expanded Project Document Templates
All document template types are now available within the project itself. Plus, users can send these documents for signature using SubHub Sign with a simple “Sign Now” button, no external tools needed.
Admins can now upload example photos for installation workflows. These examples appear in the project module, helping teams in the field understand expectations at a glance, just click the eye icon to view them.
Concert Finance – Add Existing Accounts
You can now add your existing Concert Finance account directly to a proposal, no need to create a new one. Simply request your account ID from Concert, input it, and move through qualification seamlessly within SubHub.
SubHub Sign: Completion Certificate Downloads
You can now download contract completion certificates from the SubHub Sign Envelopes section, available across all modules. A new preview button also lets you review contract content and mappings before sending.
SubHub Templates: Easier Field Mapping
Field mapping just got more user-friendly. You’ll now see labels and helpful descriptions for each associated field, making setup clearer and faster.
Appointment Confirmation by Assignee
Assignees can now confirm, reject (with a reason), or reschedule appointments based on permissions set by the admin. Appointment status will update automatically from “Pending” to “Approved” or “Rejected,” keeping everyone in the loop.
Admins can now assign roles and emails for NREL design approvals. Assigned reviewers will get notified and can approve or reject with a reason, only approved designs can proceed to financing.
If/Else Action & New Custom Fields in Automations
Automations now support If/Else conditions across all modules. You can also add CCs to email actions with multiple role selections. New triggers for Utility and State are now available. Plus, custom fields are being added to the Lead module (to use, create them via Page Layouts).
Proposals now include Weighted and Annual TSRF data in shade reports. Weighted TSRF provides a more realistic average for better clarity.
Auto-Add Adders Based on Panel Quantity
You can now auto-add adders in a proposal based on total panel count. If the panel quantity matches your database conditions, the adder will be added automatically and removed if the panel count changes.
GoodLeap User Verification Required
To qualify customers via GoodLeap, users must now be both mapped and verified through Recheck. If a user is mapped but unverified, qualification won’t proceed. You can manage and check status under the GoodLeap Users list.
Bulk Upload for Manual Projects via Data Wizard
Manual project setup just got easier. Use the provided CSV sample sheet to bulk upload data including custom fields and job stage fields. Simply use separate tabs: one for Custom Fields (Custom Fields retroactively_6) and one for Stage Fields (Stage Fields PTO@PTO_Notes).