A smooth sales process means more closed deals and happier customers. This walkthrough guides you through every step so you can present financing options with confidence and close deals faster.

Sign in to your SubcontractorHub account with yourusernameandpassword.​

Click on the "New Customer" button at the top of your screen to create a new customer.

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. Then click “Create customer” in the top-right corner of the page.​

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”.​

Click the “Utility” drop-down box in the Consumption profile section and select the correct utility provider.​

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.​

Click “Start Design”.

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 " manual design" mode. Reference the "Switch from AI-Assisted Design to Manual" guide for detailed instructions.

Click on the modules that you want to include in the design. You will notice thesystem size, offset,andproductionall change in real-time. You can also adjust the system offset with the slide bar. If you wish to further adjust the design, switch to AI edit mode. UpdateElectric Bill pricingandAnnual Usagethat suit your customer’s needs. You can also select the type of panel that goes into the system alongside the design.

Click“Save”.

Your AI-Assisted Design is ready with system size details. You can add aninverterandedit escalation, PPW, mounting type and roof typein this section.​

Scroll down and turn on the battery toggle to add batteries to your proposal.​

Choose if you would like to quote a backup battery OR a grid-tied battery here.​

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.​

Select your battery from this section. You can increase or decrease the quantity of batteries required for your proposal.​

If you require additional adders to your quote, scroll down to the “Add-on” section. This section is optional. Click on “Choose Adders”.​

Select the adders you need and click “Done”.​

You can add the down payment amount before selecting your finance options.​

Scroll down to the financing section of the proposal and selectFinancing (Fully Integrated).​

Select “Sunlight Financial” to use Sunlight Financial’s financing products.​

Open the dropdown to select the product that suits your customer’s needs and budget. Select your financing option and click “Add Loan”.​

The Sunlight Financial finance card will be generated with details of the financing option. Click “Finalize”.​

Now the proposal is finalized and your customer is ready to qualify for Sunlight Financial’s financing. Click “Qualify” to qualify your customer.

Enter the customer’s details, check the acknowledgement boxes and then click “Submit”.

Your customer’s credit score will decide whether they are eligible for Sunlight Financial finance. If your customer qualifies, you will receive a congratulatory pop-up window to confirm the pre-qualification. Click on the “Ok” button.

When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified". Click “Send Loan Docs Request” to share the contract.

Click on the “Yes” button. This will generate the contract.

The contract will then be sent to the homeowner's email. Click“Review Document” to begin signing.

Enter the last 4 digits of the customer’sSSNand click “Validate”.

Read the disclosures and click “Continue”.

Click “Start”.

Click “Initial” where indicated on the document.

Select your initial and click “Adopt and Initial”.

Select yourpayment methodand enter the required information.

Click “Sign” where indicated on the document.​

You may be asked to opt in or out of a Solar Rights Alliance membership. Once the signing process is complete, click “Finish”.​

After completing the signing process, a copy of the signed finance contract will be sent to your customer’s inbox.​

The finance card will reflect that the finance documents have been signed, as shown in the example below. Note:For proposals financed with Sunlight Financial, SubcontractorHub’s welcome call is unavailable. Sunlight Financial provides its own welcome call process. Sales representatives can proceed to submit a project without completing the welcome call step in the proposal. Note:If the product matches the existing one, the current finance card will be updated; if the product differs, a new finance card will be created. You can also useSync Quoteto generate a new finance card for the updated product. Note: If anApplication IDis available after qualification, you can enter it in the provided field to sync the details automatically. If the product matches the existing one, the current finance card will be updated; if the product differs, a new finance card will be created. This functionality applies to Solar, Roofing, and HVAC job types.

💡 A new sales rep follows this walkthrough during their first customer meeting. With each step laid out clearly, they present financing options confidently and close the deal on the first visit.