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 yourSubcontractorHub accountwith 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 the 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”.

Place the crosshair at the center of the home on the map and click “Confirm.”

Click on the modules that you want to include in the design. You will notice thesystem size, offset, and productionall change in real-time. Update theElectric Billpricing andAnnual Usagethat suit your customer’s needs. You can 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 typein this section.

Scroll down and turn on the battery toggle to add batteries to your proposal.

Choose if you would like to quote abackup batteryOR agrid-tied batteryhere.

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”.

Select the adders and click “Done”.

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

You can add theDown Paymentamount before selecting your finance options. Click on “Update” to save your changes.

Scroll down to the financing section of the proposal and selectHomePro Finance.

ClickQualify Homeownerto begin the qualification process.

Enter theName, Email, Phone, SSN, Date of Birth, and other details. Acknowledge the checkbox and click “Submit”.

When the qualification is complete, you will see anApplication ID. Select a finance option and click “Add Loan.”

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

Once the card is finalized, click on “Resend Finance Docs".

Select the method either via “In-person” or “Email.” Click on “Send.”

A new tab displays a generated HomePro Contract. ClickOpen URL.

You will be redirected to a new tab to proceed with the signing process. Click “Continue” once you’ve entered the one-time passcode sent to your contact.

After going through the contract, click on “Agree.”

Enter the code again and click “Verify.”

Click “Continue.”

Acknowledge the checkbox and click “Continue”.

Click “Next” to initiate the signing process.

Click on the “Edit” icon to apply the signature.

Click “Adopt and Sign”.

Click the “Edit" iconto initiate the signing process.

Click “Finish”.

Once the signing process is complete, a new tab will appear, which will show which will indicate the process as successful.

When you scroll back to the proposal, you’ll see the button has changed to “Finance Doc Signed.”Click on"Initiate Funding.”

Once the funding process is complete, you’ll see the tab turngreen.

💡 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.