Maintaining an updated solar panel list in SubcontractorHub is crucial for creating accurate proposals and projects with up-to-date product information. This guide covers how to add panels from the master database, request new ones, and configure key settings like state availability and finance partner access.
Step 1: Go to "Manage Database" and click “Database” tab on the left-hand side.
Step 2: Click on the “Solar System” tab.
Step 3: Click “Panels”.
Step 4: Click on “+ Add” in the top right corner.
Step 5: There are two options here. You can either select solar panels from the master database or request a completely new panel by clicking on the “Request Panel” button. To add master panels, click the “Master” dropdown.
Step 6: Check the checkboxes of the panels you want to add to your solar panel selection, then click “Add”.
Step 7: Click “Yes” to continue.
Step 8: Alternatively, open the “Request Panel” tab. Input the solar panel details, including name, manufacturer, watts, panel weight and fire type rating, and click “Create Request”.
Step 9: The solar panel can be viewed from the “Panels” section of the Database.
Step 10: Click on the eye icon to edit the solar panel’s details.
Note: To enable the panel for a specific finance partner, make sure you select the desired finance partner for the panel. If you want to enable financing for only select finance partners (or Cash), follow the steps below:
Step 1: Click “View Details” on the specific panel.
Step 2: Click “Edit”.
Step 3: Scroll down to “Finance Partner.” Select the desired finance partners or the cash option from the dropdown.
Step 4: Click “Update”.
How to Update Panel Names
If you change the name of a panel in your database, you must sync the data after updating. Follow the steps below to do so.
Step 1: Click the “edit” icon next to the panel name you wish to update.
Step 2: Enter the panel name and click away to save.
Step 3: Click “Sync With AI Tool Panels”.
Step 4: Select the panels that should show as options within the AI-Assisted tool and choose a default panel from the dropdown. Click “Save”. The updated panel name will now show within the AI-Assisted design tool.
