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 with yourusernameandpassword.

Click "New Customer" in the top right-hand corner to create a new lead.

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.

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. Note:You can currently only design with Aurora for IGS Solar. Before quoting, make sure that:Aurora is integrated for your organization. Make sure that Aurora users are mapped in SubcontractorHub.

Choose “Owner” for your Aurora Project.

Click “Design in Aurora”.

Enter yourAurora Credentials.

Locate the house of your customer, click “Site” and select “SmartRoof Pitched”.

EditSmartRoofif needed.

Click “Irradiance” on top of the design to get an irradiance map. Make sure to take a screenshot of the irradiance map.

Click on “System”, next to Site, click "Panel".Choose your module and click on “Fill Roof Face”.

Select your panels and Click on “Fill Roof Face”.

Click on the side of the roof to autofill with panels.

Click the “Save” button on the top left corner.

Click “Simulate System” on the top right corner.

Click on “Download” (Down key button) and select “DFX”.

Click “Export”.

Click on “Download” (Down key button) and select “Shade Report”.

Download the shading report.

Click on the “Sync From Aurora” button.

Your Aurora Design is ready with system size details.

Scroll down to the battery recommendation section of the proposal. Turn on the toggle to enable the battery algorithm.

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 the desired battery for the project.

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

Select the adders and click “Done”.

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

Scroll down to the financing section and selectFinancing (Fully Integrated),then click “IGS Solar”. Choose the utility from the drop-down menu to begin the financing process. Click “Create Account”.

Select the "Escalator" from the dropdown.

Select the "KWH rate" from the dropdown.

Finally, click "Create Quote".Note:If you're using IGS as your financing partner, you’ll now see a domestic content toggle available in the financing section.

Click “Finalize” located on the finance card.

Click “Sign Electronic Consent” to proceed.

Choose an action and click “Send”.Note:If you select "In Person", the system will prompt you when to hand control over to the homeowner. Only choose "In Person" if you are conducting an in-home consultation.If not meeting in person, select "Email" to send the consent electronically.

Click “Open URL” to open the URL in a new tab.

Provide control access by clicking “Continue”.

Give your consent to use electronic records and signatures by ticking the checkbox and clicking “Continue”.

Go through theElectronic Enrollment Consentand click on the space provided to add your signature.

Draw or upload your signature and click “Adopt and Sign”.

Click “Finish” and enter the email ID to receive a copy of the document.

Click “Continue” to pass control.

Return to SubcontractorHub and close the pop-up window.

Click “Sync Quotes” to update the current status.

Click “Send Application to HomeOwner”.Note:Clicking “Send Application To Homeowner” sends the qualification form to your customer via email. They can open the link from the email and qualify themselves.

Enter thecustomer detailsin the space provided.

Check theacknowledgement boxand click on the “Submit” button.

Once the customer qualifies, click the “Sync Quotes” button again to update. You have now qualified with IGS Solar.

Now click “Sign Finance Contract” to proceed. Choose an action and click “Send”.Note:If you select "In Person", the system will prompt you when to hand control over to the homeowner. Only choose "In Person" if you are conducting an in-home consultation.If not meeting in person, select "Email" to send the consent electronically.

Click “Open URL” to open the URL in a new tab.

Provide control access by clicking “Continue”.

Click “Call”.

Once the customer receives the call, click“Phone Authentication Complete”.

Give your consent to use electronic records and signatures by ticking the checkbox and clicking “Continue”.

Go through the documents carefully and sign on all the spaces provided to add your signature.

Click “Finish” and enter the email ID to receive a copy of the document.

Close the pop-up window on SubcontractorHub.

Click “Sync Quotes” to update the current status.

Click on the"Welcome Call" button and share the number visible on the screen with the homeowner to complete the process.

Once thewelcome call verificationis complete, the button changes to green colour.

After completing the payment process, the “Send Payment” button changes to green colour.

Click the"Payment information Received" button,then select“Yes” to notify the homeowner that their payment has been received.

Next, click “Upload IGS Documents” and upload the required documents. Note:This step is optional. Even if you do not upload the IGS documents, your proposal can be converted into a project. With the above-mentioned steps, your proposal is now ready to be converted into a project. Note:To view domestic content pricing for IGS Solar, enable the“Domestic Content” toggle. If you enable the toggle, the adder data will be sent to IGS. If it's disabled, the adder data won’t be shared. Note:You can now editContract Detailsfor IGS Solar projects directly from the customer'sProjectpage. Note:You can now connect anexisting IGS Solar accountdirectly within your proposals in SubcontractorHub. This streamlines the qualification process, saving time and reducing manual steps. You need to reach out to IGS Solar for theIGS Solar Account ID. Note:Once a proposal has beenqualifiedwithIGS Solar, it cannot beunfinalized. To make any changes, you’ll need to create achange orderrequest, eitherwith financeorwithout finance.

💡 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.