Why This Matters
Having the right rate options available in your proposals means your sales team can quickly find and apply the correct financing terms — no searching, no mistakes, just smooth selling.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
From the main menu, open the“Manage Integrations” dropdown and select“Integrations”.
Step 2
Click on“Financing Partners” on the left side.
Step 3
Locate the“EDGE” integration card and click“Connect”.
Step 4
Input theAuth Tokenand click“Connect”.Note:Checking the“Available for new proposals” checkbox restricts EDGE finance from being used to finance change order proposals.
Step 5
After successful integration, the card will have the“Connected” status, as shown in the example below. You can disconnect or reconnect the integration with the corresponding buttons.
Real-World Example
💡 A solar company connects their GoodLeap integration in 10 minutes and immediately starts offering financing options on their next proposal — no coding or IT department required.
Pro Tips
Start small: Test this feature on one project before rolling it out company-wide.
Need help? Contact SubcontractorHub support — they're always happy to walk you through it.
Bookmark this guide: Come back anytime you need a quick refresher.
Troubleshooting
Problem | Solution |
Setting doesn't appear | Make sure you have admin access and the correct permissions enabled. |
Changes not saving | Refresh your browser and try again. Check your internet connection. |
Feature not working as expected | Clear your browser cache or try a different browser. Contact support if the issue persists. |
Change Log
Date | Change |
May 2026 | Rewritten for clarity; simplified language for non-technical contractors; added images and troubleshooting. |