Why This Matters

Getting site surveys scheduled quickly keeps your projects moving forward. The faster you get eyes on a property, the faster you can close the deal and start work.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

SubcontractorHub allows sales reps to schedule a site survey directly from within a proposal.

Step 2

This functionality becomes available if your account manager has enabledBrilliant Solar Site Surveyfor your organization, or if your admin has integrated theEnsite Site Survey.

Step 3

The“Schedule Site Survey” button will only appear once the proposal reaches the“Closed Won - Documents Signed” stage.

Step 4

While the button itself remains the same, the functionality behind it will depend on which site survey integration is active.

Step 5

Once enabled, the corresponding site survey option will appear automatically when the button is clicked.

Step 6

Follow the steps below to order a site survey directly from your proposal.

Step 7

Ordering a Brilliant Solar Site SurveyStep 1:From your closed won proposal, click the“Schedule Site Survey” button.

Step 8

Step 2:Verify that the details are correct and click“Save”.

Step 9

Step 3:You will be redirected to the Brilliant Solar website, where you can complete your site survey order.

Step 10

Ordering an Ensite Site SurveyStep 1:From your closed won proposal, click the“Schedule Site Survey” button.

Pro Tips

💡 Save time: Set up templates for your most common proposal types so you can reuse them.
📱 Mobile tip: Most Sales Velocity features work on mobile too — perfect for when you're on-site.
🔄 Stay organized: Use consistent naming conventions for proposals and customers.

Troubleshooting

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.

Last updated: 2026-05-15 · Source: How To Schedule A Site Survey