Why This Matters

Syncing equipment in your proposals ensures everything matches up between your design and your paperwork. This prevents ordering mistakes and keeps installations on track.

What You'll Need

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

Step-by-Step Instructions

Step 1

If at any point during the proposal creation process the equipment mapping in the database updates, sales reps will need to sync the equipment.

Step 2

Without syncing equipment, the proposal cannot proceed with financing.

Step 3

Step 1:If equipment changes occur within the database, you will see a message in the proposal header.

Step 4

Step 2:Click ”Equipment Sync” in the top right.

Step 5

Step 3:You can now proceed with financing.

Step 6

Related ArticlesHow To Map Enfin Equipment?How to Map IGS Solar EquipmentHow to Map Sungage EquipmentHow to Finance Proposals with Manual EntrySeptember 9th Releases.

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 Sync Equipment In A Proposal