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

You can import a customer’s actual utility data into the Consumption Profile using a CSV file.

Step 2

Uploading a CSV replaces estimated energy usage with the customer’s real consumption data, ensuring more accurate proposal calculations.

Step 3

Follow the steps below to import utility data into the consumption profile.

Step 4

Step 1:From theProposal detailpage, select the appropriate utility company from the dropdown.

Step 5

The Consumption Profile import feature is available only forSan Diego Gas & Electric Co,Pacific Gas & Electric Co.

Step 6

,andSouthern California Edison Co.

Step 7

Note:The“Import 8760 Profile” button appears after selecting one of the qualifying utilities.

Step 8

You can choose to import the data here or continue to the proposal builder, as shown in the following steps.

Step 9

Step 2:Click“Start Design.

Step 10

”Step 3:Place the crosshairs over the center of the home on the map, then click“Confirm.

Additional Screenshots

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.