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 your username and password.

Click on the "New Customer" button at the top of your screen 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. 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.​Note:If the"Enable BrightStar" toggle is activated in the design tool, only BrightStar finance products will be visible, and finance options from other partners will be hidden.​

Click on the modules that you want to include in the design. You will notice the system size, offset, and production all 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-Assisted edit mode. Updateelectric billpricing andannual usageto suit your customers' 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 an inverter and edit escalation, PPW, mounting type, and roof type in 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. Selecting Storz Power backup is a mandatory requirement in certain territories when choosing BrightStar's Lease products.​

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 “BrightStar” to use BrightStar’s leasing products.

Open the dropdown to select the Leasing Option that suits your customer’s needs and budget.

Open the dropdown to select the pricing for the lease.

Click “Create Quote”.

The BrightStar finance card will be generated with details of the Lease. Click “Finalize”.

Now the proposal is finalized and your customer is ready to qualify for BrightStar’s leasing products. Click “Apply” to qualify your customer.

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

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“Sign Initial Document” to sign the contractOnce the"Sign Initial Document" button is clicked, a URL will be generated.

Click“Open URL”

Follow the signing process and complete the initial document signing process.​

After completing the initial document signing, head back to SubcontractorHub and click the“Sync Doc Status” button on your finance card. Note:The“Signed Initial Document” will be available in the Attachment section of your proposal

Click on the“Upload Documents” button on the finance card.

A list of stipulation documents will appear in the pop-up window. Click on each document name tab to upload the corresponding files.

Click on“Upload a file”​

Click“Save” after uploading the document.​

Each successful upload will be marked with a green checkmark next to the document name.

💡 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.