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 “Manage Integrations”.
Step 2
Click “Integrated Users”.
Step 3
Navigate to “Concert Solar Users”.
Step 4
Click “Sync All”.
Step 5
Locate the user you want to map and click “Map”.
Step 6
Select the user and click “Update”.
Step 7
The user is now mapped with Concert Finance. Note:If Concert Finance is connected to your organization via Seamless Energy, you will not need to map users, and Concert Finance will not appear in the “IntegratedUsers” list. You need to contact Seamless Energy to get the users mapped.
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. |