Why This Matters

Getting funding for HVAC projects ensures you get paid on time. Understanding the funding process keeps your cash flow healthy.

What You'll Need

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

Step-by-Step Instructions

Step 1

Step 1:Click “Projects” from the “Manage Projects” tab in the main menu.

Step 2

Step 2:Locate and open your project from the main list.

Step 3

Step 3:Go to the “Funding Requirements” tab.

Step 4

Note:TheFunding Requirementtab will only appear ifLightReachis selected and qualified in the proposal.

Step 5

Step 4:Click “Install Package” to fill up the install package form.

Step 6

Step 5:Fill up the form with the required details and click “Save” or “Submit”.

Step 7

Related ArticlesLightReach Sales WalkthroughHow to View LightReach Finance Status in ProjectLightReach HVAC Lease Sales WalkthroughPayment Funding WalkthroughHow to Edit or View the Funding Section in Projects.

Pro Tips

💡 HVAC tip: Keep your equipment database current with the latest models and pricing.
📋 Document everything: Notes and photos help if warranty questions come up later.
🔄 Automate when possible: Set up automations to handle repetitive HVAC workflow steps.

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.
HVAC equipment not showing	Verify that the HVAC unit is added to your database and has pricing configured.
Payment not showing	Payment processing can take 1-2 business days. Check back or contact your finance partner if it's been longer.

Last updated: 2026-05-15 · Source: How To Get Funding For Your Hvac Project