SubcontractorHub allows sales reps to schedule a site survey directly from within a proposal. This functionality becomes available if your account manager has enabled Brilliant Solar Site Survey for your organization, or if your admin has integrated the Ensite Site Survey.
The “Schedule Site Survey” button will only appear once the proposal reaches the “Closed Won - Documents Signed” stage. While the button itself remains the same, the functionality behind it will depend on which site survey integration is active. Once enabled, the corresponding site survey option will appear automatically when the button is clicked.
Follow the steps below to order a site survey directly from your proposal.
Ordering a Brilliant Solar Site Survey
Step 1: From your closed won proposal, click the “Schedule Site Survey” button.
Step 2: Verify that the details are correct and click “Save”.
Step 3: You will be redirected to the Brilliant Solar website, where you can complete your site survey order.
Ordering an Ensite Site Survey
Step 1: From your closed won proposal, click the “Schedule Site Survey” button.
Step 2: Fill out the project details, choose a date and time slot for the site survey and click “Save”.
After successful submission, the “Schedule Site Survey” button will become inactive.
