Why This Matters
Connecting Concert Finance allows your team to access eligible financing products directly within SubcontractorHub proposals.
The integration also allows admins to configure the design tools associated with Concert Finance. For each integrated design tool, you can select the applicable workflow so the appropriate design options are available when setting preferences and creating proposals.
What You'll Need
Admin access to SubcontractorHub
Active Concert Finance integration
At least one design tool integrated with the financing organization
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
From the main menu, open the “Manage Integrations” dropdown menu and select “Integrations”.
Step 2
From the list of integrations, select the “Financing Partners” category.
Step 3
Locate the Concert Finance integration card and click “Connect”.
Step 4
Enter theBase URL, Auth Username, Auth Token, UsernameandPassword, then click "Verify and Connect”.
Step 5
Once Concert Finance is connected, the integration card will show the available connection and configuration options. Click “Disconnect” to disconnect Concert Finance or “Reconnect” to reconnect the integration.
How to Configure Design Tools for Concert Finance
Step 6
Click “Configure Design Tool” on the Concert Finance integration card.
Step 7
Review the design tools integrated with Concert Finance.
Step 8
Under “Workflow,” select the applicable workflow for each design tool. Depending on the available configuration, you can select “Self Design,” “Requested Design,” or both.
Step 9
Click Save.
Note: The design tools and workflow options shown in this section depend on the integrations configured for the financing organization. The selected configuration determines which design workflow options are available when setting preferences and creating proposals.
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
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. |
Change Log
Date | Change |
May 2026 | Rewritten for clarity; simplified language for non-technical contractors; added images and troubleshooting. |