This feature helps streamline your daily operations in SubcontractorHub. Setting it up correctly saves your team time, reduces manual work, and keeps your projects running smoothly from start to finish.

Navigate and click on the “Hi, username” in the top right corner of your home page.

Click on“Settings.”​

Scroll down your settings list to find “Energy Insight Settings”.

Click the “Edit” button.

Turn on the toggle to enable Energy Insight and click “Update”.Note:You can choose to include Energy Insight in the consumption profile as well as the perfect packet. Turn on the toggle next to “Is Energy Insight Perfect Packet Required” to add it to the perfect packet checklist. If this setting is enabled, the contract cannot be signed until the Energy Insight Perfect Packet is verified.​Turn on the toggle next to “Show Connection Buttons in Consumption Profile” to add accurate energy data to your consumption profile. How to use Energy Insight?

Click on the Customer tab from the main menu and select your customer.

Click on the “View Details” button on the proposal card.

After completing your solar design, click on the “Consumption Profile” button.

You can find two buttons at the top. The “Send Energy Insight Form To Customer” sends a connection request to the customer, while the “Create Energy Insight Connection” allows you to create a connection within SubcontractorHub itself.​

Click the “Create Energy Insight Connection” button.

Click “Continue”.

Select your energy provider.

Enter your customer’s username and password. Click “Submit”.

Click “Fetch Actual Consumption Data”.

Click “Submit”.

The actual energy data will be automatically updated in the consumption profile. You can compare the estimated data with actual data as well as as refresh the actual consumption data.

Click “Save”.Note:You can also create an energy insight connection in your perfect packet checklist. Simply click “Create a connection”. The rest of the steps are the same as mentioned above.​Note:If the Energy Insight connection fails, an error banner will now appear directly in the Consumption Profile.

💡 A home services contractor uses this feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.