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 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.

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 "Edit" mode.

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. Update Electric Bill pricing and Annual Usage that 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 an inverter andedit escalation,PPW,mounting typeandroof typein 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. 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 “Choose Adders” to opt for the equipment and click “Done”.

You can also provide “Discounts” from the Discount Tab.

You can add the down payment amount before selecting your finance options.

Scroll down to the financing section of the proposal and select Elios Finance. From the dropdown click on “Select “Utility” and then “Create Account.”

Click "Qualify Homeowner" to begin the qualification process.

Input the necessary details likeProduct Type, Date of Birth,SSN Number, and more.

Click on “Submit.”

Once the qualification process is initiated, click “Sync.”

Click “Yes”.

Once the qualification is successful, the application status will appear in a green tab. Now, select the “Product,” “Product Type” and “Pricing”. Click “Create Quote”.

Your Elios finance card will be generated with details of the financing option. Click “Finalize.”

Click on“Send Contract Docs” to initiate the document dispatch process.

The Sales Representative will receive the contract documents at their registered email address. They should open the email and click“Review and Sign Document.”

This action will redirect them to a new browser tab to begin the signing process. After completing the signature, they must click“Submit.”

Upon successful submission, a confirmation pop-up will appear, indicating the document has been signed.

The customer will also receive an email prompting them to review and sign the document. They should access the email from their preferred email account and click“Review and Sign Document.”

Click on “Start” to begin the process.

Click“Initial” to apply your initials as required.

Once all required fields are completed, click “Submit” on the right-hand panel to finalize the submission.

After all signatures are obtained, proceed by clicking“Upload Stipulation Documents.”

Click“Upload” to add the required supporting documents.

Once the upload is complete, click“Save” to store the documents securely.

At the top of the Proposal section, click“Complete Welcome Call” to begin setting up the Welcome Call process.

Choose your preferred method for the Welcome Call: eitherIn-PersonorSend Mail. ASurvey URLwill be automatically generated and provided for your use.

Once the Welcome Call has been attended and completed, the proposal status will automatically update to“Completed Welcome Call”, confirming that this step has been successfully fulfilled.

💡 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.