We’ve added Elios as our new financing partner to give teams a streamlined, flexible, and user-friendly financing solution right within SubcontractorHub.
With this step-by-step guide walks you'll learn how to navigate the Elios Finance workflow, enabling you to confidently generate quotes, finalize financing options, and ensure all necessary documentation is completed and signed, all to help you close deals faster and provide a smooth customer experience.
Follow the steps below to start selling with Elios Finance
Step 1: Sign in to your SubcontractorHub account with your username and password.
Step 2: Click on the "New Customer" button at the top of your screen to create a new lead.
Step 3: Input 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 setter and lead source details, as well as other information.
Step 4: Click “Create customer” in the top-right corner of the page.
Step 5: You have now created a proposal card. Click "View Detail" to begin generating a design and pricing. You can title a proposal by clicking “Add Title”.
Step 6: Click the “Utility” drop-down box in the Consumption profile section and select the correct utility provider.
Step 7: Scroll down to enter the client's kWh usage. You can opt to either enter the monthly or annual usage by switching the toggle. The predictive AI will also generate an assumed consumption amount based on the address entered. Likewise, if you only have a few months of data available, the software will attempt to auto-fill the other months' data.
Step 8: Click “Start Design.”
Step 9: Most homes will be able to utilize the AI-Assisted design tool. Identify the correct home, align it with the tool’s crosshair and click "Run AI Design." If you are working in a market where the AI-Assisted tool does not function seamlessly, you can toggle to "Edit" mode.
Step 10: Click on the modules that you want to include in the design. You will notice the system size, offset, and production all change in real-time.
Update Electric Bill pricing and Annual Usage that suit your customer’s needs.
You can also select the type of panel that goes into the system alongside the design.
Step 11: Click “Save.”
Step 12: Your AI-Assisted Design is ready with system size details. You can add an inverter and edit escalation, PPW, mounting type and roof type in this section.
Step 13: Scroll down and turn on the battery toggle to add batteries to your proposal.
Step 14: Choose if you would like to quote a backup battery OR a grid-tied battery here.
Step 15: Add as many rooms or appliances as your customer needs to back up. Select the room or appliance to increase or decrease the quantity. The battery recommendation algorithm will calculate how many batteries the customer needs to back up the added rooms or appliances and increase or decrease the number accordingly.
Step 16: Select your battery. You can increase or decrease the quantity of batteries required for your proposal.
Step 17: If you require additional adders to your quote, scroll down to the “Add-on” section. This section is optional. Click “Choose Adders” to opt for the equipment and click “Done”.
Step 18: You can also provide “Discounts” from the Discount Tab.
Step 19: You can add the down payment amount before selecting your finance options.
Step 20: Scroll down to the financing section of the proposal and select Elios Finance. From the dropdown click on “Select “Utility” and then “Create Account.”
Step 21: Click "Qualify Homeowner" to begin the qualification process.
Step 22: Input the necessary details like Product Type, Date of Birth, SSN Number, and more.
Step 23: Click on “Submit.”
Step 24: Once the qualification process is initiated, click “Sync.”
Step 25: Click “Yes”.
Step 26: Once the qualification is successful, the application status will appear in a green tab. Now, select the “Product,” “Product Type” and “Pricing”. Click “Create Quote”.
Step 27: Your Elios finance card will be generated with details of the financing option.
Click “Finalize.”
Step 28: Click on “Send Contract Docs” to initiate the document dispatch process.
Step 29: The Sales Representative will receive the contract documents at their registered email address. They should open the email and click “Review and Sign Document.”
Step 30: This action will redirect them to a new browser tab to begin the signing process. After completing the signature, they must click “Submit.”
Step 31: Upon successful submission, a confirmation pop-up will appear, indicating the document has been signed.
Step 32: The customer will also receive an email prompting them to review and sign the document. They should access the email from their preferred email account and click “Review and Sign Document.”
Step 33: Click on “Start” to begin the process.
Step 34: Click “Initial” to apply your initials as required.
Step 35: Once all required fields are completed, click “Submit” on the right-hand panel to finalize the submission.
Step 36: After all signatures are obtained, proceed by clicking “Upload Stipulation Documents.”
Step 37: Click “Upload” to add the required supporting documents.
Step 38: Once the upload is complete, click “Save” to store the documents securely.
Step 39: At the top of the Proposal section, click “Complete Welcome Call” to begin setting up the Welcome Call process.
Step 40: Choose your preferred method for the Welcome Call: either In-Person or Send Mail. A Survey URL will be automatically generated and provided for your use.
Step 41: Once the Welcome Call has been attended and completed, the proposal status will automatically update to “Completed Welcome Call”, confirming that this step has been successfully fulfilled.
