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?'

Sign in to yourSubcontractorHubaccount 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 as "HVAC" and assign it to a user by clicking “Assign To”.

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”.

In the “HVAC Details” section, select an HVAC for each category-Good, BetterandBest.

Choose which HVAC your customer wants to proceed with.

Click “Calculate SEER” to compare the customer’s existing HVAC system with the new install.

Input the details of the customer’s old and new systems. The comparison data will update automatically.

Scroll down to the “Adders” section. If your proposal requires add-ons, click “Choose Adders”.

Select the adders and click “Done”.

Scroll down to the financing section of the proposal. You can add a down payment amount by selecting thepayment type, down payment value and payment method, then clicking “Update”.

Scroll down to the financing section of the proposal and select "Financing (Fully Integrated)". Select “Concert Finance” to use Concert Finance’s HVAC financing products. Note:You can add anexisting Concert Accountby requesting the ID from Concert Finance.

Click “Create Account”.

Click “Qualify Homeowner”.

Enter customer information and acknowledge consent. Click “Submit”.

Click “sync status” to update the customer qualification status.

Select the rate and click “Create Quote”.

Once the finance card is generated, click “Finalize”.

Click “Generate Finance Docs”.

Click “Send Finance Docs”.

Choose “email” to send over the documents over mail or “in person” if you can get the documents signed in real time.

Click “Open URL”.

You will be redirected to a new tab to proceed with the signing process.

Click “Continue”.

Enter date of birth and click “Next”.

You will be redirected to the signing process page.

Acknowledge the checkbox and click “Continue”.

Click “Start” to initiate the signing process.

Click on the designated space to sign.

Click “Adopt and Sign”.

Click “Finish”.

Click “Continue”.

Click “Continue” to pass control.

Click “Close” to proceed. The“Signed” status will also reflect on the finance card. You have signed the finance docs successfully.

💡 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.