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 yourSubcontractorHubaccount with your username and password.

Click on the "New Customer" button at the top of your screen to create a new lead.

Input thecustomer’s addressandbasic 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 outsetterandlead sourcedetails, 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”.

In the HVAC details tab, you’ll need to select the equipment for the “Good,” “Better,” and “Best” fields.

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”.

You can add “Discount Details” from the Discount section.

Scroll down to the financing section of the proposal. You can add a down payment amount by selecting the payment 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 “GreenSky” to use GreenSky’s HVAC financing products.

Click “Submit Application”.

Select the method either via “In-person” or “Email" and thenclick on “Send.”

Select the type ofplan, entercustomer informationand other pertinent details. Click on “Submit.”

After successful submission, click “Sync Quotes.”

Click “Yes” to continue.

From the dropdown, choose the appropriate plan and click“Add Loan.”

Once the finance card is generated, click on "Finalize."

Click “Sign Installer Document."

Select the required checkboxes and click “Next.”

Click on “Sign via Subhub Sign.”

Click “Open,” this will redirect you to a new tab for signing.

You will be redirected to a new tab to proceed with the signing process. Click “Start.”

Click “Sign.”

Enter the required information and click “Adopt and Sign.”

Click “Next.”

Click “Submit” to finalize the signing process.

You’ll have the option to combine all PDFs into a single file or keep them separate. Make your selection and click “Submit.”

Once the document is signed, a confirmation tab will appear.

The “Signed” status will now be reflected on the finance card, indicating the process is complete.

💡 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.