Why This Matters
Financing options can make or break a deal. When your finance integration is set up correctly, your sales team can present customers with payment options in seconds — turning 'I can't afford it' into 'Where do I sign?'
What You'll Need
Admin access to SubcontractorHub
Active finance partner integration
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
Go to the “Customers” tab and click on the “Proposals” button in the “Actions” section.
Step 2
Click “View Detail” on the proposal card that is in Closed Won Documents Signed.
Step 3
Click“Generate ICO” or“Generate HCO”.
Step 4
The system will ask you if you are sure you want to create a Change Order. Click “Yes”.
Step 5
A new proposal card will be created with which to make the necessary changes and update the pricing. Scroll down to the financing section of the proposal. It is not necessary to qualify the homeowner again. Click“Create Quote”.
Step 6
Click “Finalize” on the finance card. Sending Change Order Contracts
Step 7
Click “Send change order for signatures” on the finance card.
Step 8
Click “Yes" to proceed. Homeowner Change Order Signing ProcessFollow the steps below to complete the homeowner change order signing process.
Step 9
The contract will be sent to the sales rep via email to sign. Open the document and check the disclosure box, then click “Continue”.
Step 10
Sign the document and click “Finish”.
Step 11
The contract will be sent to the customer once the sales rep completes the signing process. Direct them to open the email and click “Review Documents”.
Step 12
Check the disclosure box and click “Continue”.
Step 13
Sign the document and click “Finish”.
Step 14
The contract will be sent to the channel partner next. Direct them to open the email and click “Review Documents”.
Step 15
Check the disclosure box and click “Continue”.
Step 16
Sign the document and click “Finish”. Once all parties have signed, the contract will convert into a project. The project ID will remain the same as before the change order was initiated. Once the contract is signed, the finance card will show the updated status. Installer Change Order Signing ProcessFollow the steps below to complete the installer change order signing process.
Step 17
The contract will be sent to the channel partner to sign. Open the email and click“Review Documents”.
Step 18
Check the disclosure box and click“Continue”.
Step 19
Sign the document and click“Finish”. Once all parties have signed, the contract will convert into a project. The project ID will remain the same as before the change order was initiated.
Real-World Example
💡 A solar sales rep presents three financing options to a homeowner right at the kitchen table. The customer sees monthly payments for each option side-by-side and picks the one that fits their budget — deal closed in one visit.
Pro Tips
Test with a demo customer first: Make sure everything looks right before using it on a real deal.
Train your sales team: Walk them through the process so they're confident presenting financing options.
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. |
Change Log
Date | Change |
May 2026 | Rewritten for clarity; simplified language for non-technical contractors; added images and troubleshooting. |