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How To Switch From Solarfax To Arcadia Utility Data Sources In The Consumption Profile

Why This Matters

Switching your utility data source ensures you're working with the most accurate consumption data available. Better data means better system sizing and happier customers.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Utility data is pulled automatically from the data source into the consumption profile when creating proposals.

Step 2

The data source is set up by your customer experience manager.

Step 3

If you have recently requested a switch from SolarFax to Arcadia, you will need to switch data sources within the proposals you’re building as well.

Step 4

Follow the steps below to switch data sources within a proposal.

Step 5

Step 1:From your proposal, click“Switch To Standard Savings”.

Step 6

Step 2:Enter a brief description of your reason for switching, then click“Yes”.

Step 7

Related ArticlesHow to Enable Required Actual Data for the Consumption ProfileHow to Utilize SubcontractorHub's Consumption ProfileHow to Enable and Use the Plug Product?SOLRITE Battery Job Type Sales WalkthroughHow to Import Utility Consumption Details of a User.

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.


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