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.

Log in to your SubcontractorHub account.

Step 2: Click “New Customer”.

Add all the details and click “Create Customer”.

Click “View Detail”.

Click “Utility” and select the preferred utility provider from the dropdown.

Scroll down and enter the client’s KWh usage. You can either input the monthly or the annual usage data.

Once you have input the values, click “Start Design”.

Using the AI-Assisted design tool, identify the correct home, align it with the tool’s crosshair and click "Confirm".

Select the modules you want to include in the design, and you’ll see the system size, offset, and production update instantly in real time. Adjust the electric bill pricing and annual usage to match your customer’s requirements. You can also choose the panel type to be used in the system as part of the design process.

Click “Save”.

Your AI-Assisted design is ready with system size details.

Scroll down to the battery section and turn the toggle on. Select the preferred battery from the options.

Next, scroll down to the adder section and select the preferred adders from the options and click "Done".

Once the adders are finalized, scroll down to the financing section. Add the down payment amount and click “Update”.

Select “Aven” from the fully integrated financing options.

Fill out all the mandatory information, including first name, last name, email, phone, and employment status.

Scroll down and click “Get Pre-approved”.

You will get to see two amounts: Amount Requested and Max Qualified Amount.

Click on your preferred option to expand the dropdown. You will see the available terms. Click the term of your choice.

Click “Finalize”.

Your quote is now finalized, which will be confirmed by a green Finalized sign. However, if you want to start over from scratch and create a quote with new information, click “Start Over”. This will wipe all previous information and let you create a different quote using new information.

You can also click “Change Term” to edit the term of payment in the quote.

Click “Go to Lender Portal”.

Click "Yes".

Select if the customer will apply for financing in person or receive an email with the qualification form. For this walkthrough, we have chosen “In Person”. Click “Send” after selecting the “In Person” option.

Click “Open URL”.

Once the URL opens, type the phone number and click “Check Your Offer”.

Click “Continue”.

Fill out all the information and click “Continue”.

Fill in the pre-tax household income and click “Continue”.

Select the preferred rate and number of payback years and continue to the next step.

You can either choose to provide information regarding demographics or skip to continue.

Once the cash amount shows up, click “Continue” to proceed.

Add the required information on the next page and click “Continue”.

You will be directed to a page where you can select a date and time of consultation.

Come back to your SubcontractorHub proposal and click “Sync Quote”.

Once the quote is synced, the finance card will show “Qualified”. Additionally, you will see the status of your application.

💡 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.