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How To Build A Generator Proposal

Why This Matters

Generator proposals expand your service offerings beyond solar. Building these proposals correctly helps you tap into a growing market and diversify your revenue.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

SubcontractorHub users can create proposals for the Generator job type.

Step 2

Follow the steps below to build a proposal for generators.

Step 3

Step 1:From the “Customers” tab, click “New Customer”.

Step 4

Step 2:Fill out the customer’s information and select “Generator” in the “Job Type” dropdown.

Step 5

Click “Create Customer” to save.

Step 6

Step 3:You have now generated a proposal card.

Step 7

Click “View Detail” to enter the proposal builder.

Step 8

Step 4:Select a generator from the available options.

Step 9

You can access the load and fuel cost calculator by clicking“Calculate Load”.

Step 10

Step 5:If your proposal requires additional equipment, scroll down to the “Adders” section, click “Choose Adders”, select your adders and click “Done”.

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 Build A Generator Proposal

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