Integrating Ensite with SubcontractorHub is the first step—but to use it within proposals, your organization must also enable the Ensite Site Survey setting. Without this setting turned on, the “Schedule Site Survey” button will not appear in your proposals, even if the integration is complete.
This article walks you through how to enable the Ensite Site Survey setting so your team can start scheduling site surveys directly from closed-won proposals.
Step 1: From the main menu, click your organization’s profile and select “Settings”.
Step 2: Go to the “Ensite Site Survey” section and click the “Edit” icon.
Step 3: Turn the “Enable Ensite Site Survey” toggle on to enable scheduling. Enter the email address of the recipient of your site survey schedule notifications. Click “Update” to save your changes.
Note: If your account manager has already enabled the Brilliant Solar site survey provider for your organization, you will not be able to enable Ensite Site Survey. Only one site survey provider can be active at a time. To update your site survey provider, please contact your account manager.
