LightReach HVAC Lease Sales offers a seamless, step-by-step process to help contractors efficiently sell HVAC systems with flexible financing options directly through the SubcontractorHub platform. This walkthrough guides users from creating customer proposals and selecting HVAC systems to finalizing quotes and managing financing through LightReach’s fully integrated lease solutions. Whether you’re new to HVAC sales or looking to optimize your workflow, this guide simplifies every stage of the LightReach lease sales process.
Follow the steps below to start selling HVAC with LightReach.
Step 1: Sign in to your SubcontractorHub account with your username and password.
Step 2: Click "New Customer" at the top of your screen to create a new customer.
Step 3: Enter the customer’s address and basic information. The address can be added manually by clicking on the “Manual Address” checkbox. Select the job type and assign it to a user by clicking “Assign To”. Fill out the setter and lead source details, as well as other information.
Then click “Create customer” in the top-right corner of the page.
Step 4: You have now created a proposal card. Click "View Detail" to begin building your proposal. You can title a proposal by clicking “Add Title”.
Step 5: In the “HVAC Details” section, select an HVAC for each category- Good, Better and Best.
Step 6: Choose which HVAC your customer wants to proceed with and click “Finalize” on the HVAC card.
Step 7: Click “Yes”.
Step 8: The “Finalize” button will turn yellow and read “Finalized”. Click “Calculate SEER” to compare the customer’s existing HVAC system with the new install.
Step 9: Input the details of the customer’s old and new systems. The comparison data will update automatically.
Step 10: Scroll down to the “Adders” section. If your proposal requires add-ons, click “Choose Adders”.
Step 11: Select the adders and click “Done”.
Step 12: Scroll down to the financing section of the proposal. You can add a down payment amount by selecting the payment type, down payment value and payment method, then clicking “Update”.
Step 13: Scroll down to the financing section of the proposal and select "Financing (Fully Integrated)". Select “LightReach” to use LightReach’s HVAC financing products.
Step 14: Enter the conditioned area in sq ft, select the system category and language, then click “Create Account”.
Step 15: Select a finance product from the “Finance Options” dropdown and click “Create Quote”.
Step 16: The LightReach financing card will be generated with details of the financing option. Click “Finalize”.
Step 17: Now the quote is finalized, and your customer is ready to qualify for LightReach’s financing. Click “Qualify”.
Step 18: Enter the customer’s credit details, tick the acknowledgement boxes and click “Submit”.
Step 19: Your customer’s credit score will decide whether they are eligible for LightReach finance. If your customer qualifies, you will receive a congratulatory pop-up window to confirm the pre-qualification. Click “Ok”.
Step 20: When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified". Click “Send Finance Docs” to share the contract.
Step 21: Click “Yes”. This will generate the contract.
Step 22: The contract will then be sent to the homeowner's email, where they will be able to sign their portion and click "Finish".
Step 23: After the homeowner signs, click “Sync Quote” to get the updated status on the finance card.
Step 24: Click “Upload Stipulation Documents”.
Step 25: Click “Upload” to upload a document.
Step 26: Upload the document and click “Save”.
Step 27: Uploaded documents will have a “Received” status, allowing you to track which documents are uploaded and which are pending.
