Why This Matters

This feature helps streamline your daily operations in SubcontractorHub. Setting it up correctly saves your team time, reduces manual work, and keeps your projects running smoothly from start to finish.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Click on “Proposals” within the “Actions” section of the "Customers" tab.

Step 2

Click “View Detail” on the proposal card.

Step 3

The solar details section contains three subsections-Performance, System DetailsandPricing.ThePerformancesubsection includesannual production, sunhours, annual usage, self-powered percentageandsystem lossesdetails.TheSystem Detailssubsection includessystem size, panel manufacturer, inverter manufacturer, panel name, inverter name, total panels, number of inverters, mounting typeandroof typedetails.ThePricingsubsection includes thePPW (price per watt)andescalationdetails.

Step 4

ThePPW, inverter name, optimizer name, escalation rate,andmounting type (roof mount, ground mount,ornew home construction roof mount)can be edited by clicking on the"Edit" icon in their respective subsections.

Step 5

Update the inverter selection by selecting the required inverter from the drop-down box. Then click on the “Save” button.

Step 6

To add an optimizer, select the required optimizer from the drop-down box. Then click “Save”.

Real-World Example

💡 A home services contractor uses this feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.

Pro Tips

Start small: Test this feature on one project before rolling it out company-wide.
Need help? Contact SubcontractorHub support — they're always happy to walk you through it.
Bookmark this guide: Come back anytime you need a quick refresher.

Troubleshooting

Problem	Solution
Setting doesn't appear	Make sure you have admin access and the correct permissions enabled.
Changes not saving	Refresh your browser and try again. Check your internet connection.
Feature not working as expected	Clear your browser cache or try a different browser. Contact support if the issue persists.