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How To Order Genesis Designs

Why This Matters

Genesis designs give you professional-quality solar layouts. Knowing how to order them correctly saves time and ensures your proposals look their best.

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 order Genesis Design services directly from within a proposal.

Step 1: SubcontractorHub allows sales reps to order Genesis Design services directly from within a proposal.

Step 2

This functionality becomes available if your admin has enabled Genesis Design for your organization.

Step 2: This functionality becomes available if your admin has enabled Genesis Design for your organization.

Step 3

The“Genesis Design” button will only appear once the proposal reaches the“Closed Won - Documents Signed” stage.

Step 3: The“Genesis Design”button will only appear once the proposal reaches the“Closed Won - Documents Sign

Step 4

Follow the steps below to order a Genesis design directly from your proposal.

Step 5

Step 1:From yourClosed Wonproposal, click“Genesis Design”.

Step 6

Step 2:Choose which services are required, upload the site survey attachment and link, fill out the required customer details and design details, and upload the sold proposal PDF.

Step 7

Step 3:Once submitted, the“Genesis Design” button will become unavailable.

Step 8

The details of your request will be sent to theGenesis email addressset up by your admin.

Step 9

Related ArticlesHow to create a roofing project from a proposal?How to Integrate Ensite Site SurveyHow to Schedule a Site SurveyHow to Order EagleView DesignsHow to Enable Genesis Design Services.

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 Order Genesis Designs

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