GreenSky provides fast and seamless financing options for HVAC, Roofing and Battery customers. This guide walks you through the complete process, from creating a new customer in SubcontractorHub to submitting a financing application and signing all necessary documents. Follow these steps to ensure a smooth and successful financing experience.
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: In the HVAC details tab, you’ll need to select the equipment for the “Good,” “Better,” and “Best” fields.
Step 7: Choose which HVAC your customer wants to proceed with.
Step 8: 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: You can add “Discount Details” from the Discount section.
Step 13: 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 14: Scroll down to the financing section of the proposal and select "Financing (Fully Integrated)". Select “GreenSky” to use GreenSky’s HVAC financing products.
Step 15: Click “Submit Application”.
Step 16: Select the method either via “In-person” or “Email" and then click on “Send.”
Step 17: Select the type of plan, enter customer information and other pertinent details. Click on “Submit.”
Step 18: After successful submission, click “Sync Quotes.”
Step 19: Click “Yes” to continue.
Step 20: From the dropdown, choose the appropriate plan and click “Add Loan.”
Step 21: Once the finance card is generated, click on "Finalize."
Step 22: Click “Sign Installer Document."
Step 23: Select the required checkboxes and click “Next.”
Step 24: Click on “Sign via Subhub Sign.”
Step 25: Click “Open,” this will redirect you to a new tab for signing.
Step 26: You will be redirected to a new tab to proceed with the signing process. Click “Start.”
Step 27: Click “Sign.”
Step 28: Enter the required information and click “Adopt and Sign.”
Step 29: Click “Next.”
Step 30: Click “Submit” to finalize the signing process.
Step 31: You’ll have the option to combine all PDFs into a single file or keep them separate. Make your selection and click “Submit.”
Step 32: Once the document is signed, a confirmation tab will appear.
Step 33: The “Signed” status will now be reflected on the finance card, indicating the process is complete.