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 yourusernameandpassword.​

Click "New Customer" at the top of your screen to create a new customer.​

Enter 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.​

Click on the modules that you want to include in the design. You will notice thesystem size,offset, andproductionall 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 edit mode. UpdateElectric BillpricingandAnnual Usagethat suit your customer’s 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 aninverterand editescalation, PPW, mounting typeandroof 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. You can increase or decrease the quantity of batteries required for your proposal.​

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 select "Financing (Fully Integrated)".

Select “Sungage Financial” to use Sungage’s financing products.​

Select your customer’s utility from the “Select Utility” dropdown menu.​

Choose between the“BrightStart” and“Sunrise” product types in the“Product Type Filter” dropdown. Sunrise products include a payment escalator. Open the“Select Rate” dropdown to select the financing option that suits your customer’s needs and budget. Select the deferred payment portion (DPP) from the“DPP Type” dropdown. Click“Create Quote”.​

The Sungage financing card will be generated with details of the financing option. Click “Finalize”.

Now the quote is finalized and your customer is ready to qualify for Sungage’s financing. Click “Apply” to qualify your customer. Note:Clicking “Send Application To Homeowner” sends the public proposal URL to your customer via email. They can open the link from the email and qualify themselves.​

Choose if the customer will apply for financing in person or receive an email with the qualification form. Click “Send”.​

If choosing in-person qualification, you will receive a popup asking to either copy the URL or open it in the next tab.​Note:All application steps should be completed by the homeowner. Once the application is submitted, you can sync the application status in SubcontractorHub to view the credit qualification.

Application results will be processed automatically in a few minutes. Your customer will also receive an email with their result.​

Your customer’s credit score will decide whether they are eligible for Sungage financing. If your customer qualifies, you will receive a congratulatory message.​

Return to the proposal and click “Sync Quotes”.​

Click “Yes”.

When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified". Click “Send Finance Docs” to share the contract.

Click “Yes”. This will generate the contract.

You can choose tocopy the finance document URLand share it with the homeowner, oropen the URL in the next tabto sign immediately.​Handover to the HomeownerPlease ensure the homeowner completes all required steps to sign the financing documents. Installer Next StepsOnce the document is signed by the homeowner, you can sync the quote in SubcontractorHub to view the updated status.

Click “Sync Quotes”.

Click “Yes”.

The finance card will reflect that the finance documents have been signed, as shown in the example below. Click “Upload Stipulation Documents”.

Copy the URL to share it with your customer or open the URL in the next tab.

Click “Get Started”.​

Once all your documents are uploaded, you will receive a message confirming completion. Note:You can now connect an existing Sungage Financial account directly within your proposals in SubcontractorHub by clicking“Sync Existing Account” and entering theSungage application IDandSungage ID. This streamlines the qualification process, saving time and reducing manual steps. You can reach out to Sungage Financial to acquire the Sungage Financial Customer ID.

💡 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.