Connecting your tools to SubcontractorHub means less manual data entry, fewer mistakes, and more time to focus on what you do best — running your business and closing jobs.

Aurora ensures an optimal solar design that is both accurate and efficient. Follow the steps below to integrate the Aurora solar design tool with SubcontractorHub.

Choose between Design and Sales modes with the “Design Mode” dropdown. Then click “Verify and connect”.Note:Depending on the selected design mode, the Aurora design tool will open in either Design Mode or Sales Mode. If you have already integrated with Aurora, you can update your design mode by clicking "Reconnect".Step 5:

The integration can be disconnected and reconnected from here with the corresponding buttons. Mapping A UserAfter connecting with Aurora, the Aurora user must be mapped for the design tool to work. Step 6:

Once mapped, the Aurora designer will be able to receive design requests. Create An Aurora Proposal With Consumption DetailsFollow the steps below to enable the creation of an Aurora proposal with consumption data. Step 1:

Click the edit icon in the top right corner. Step 3:

If this setting is disabled, users must fill out the consumption data within the Aurora design tool, and SubcontractorHub’s consumption profile will not be visible. Aurora Request Design Notify To Users With Specific Roles SettingFollow the steps below to enable the setting for notifying a specific role when an Aurora design is requested. Step 1:

Then click “Update”. Once a design is requested, this role will be notified. Assign Aurora Default Designer To OfficesA new option in settings suggests the Parent Default Designer in an Office. This option allows users to select the Parent Default Designer in an Office for designing in Aurora. Step 1:

Click “+ Add” to set up the webhook for auto design. Step 3:

Once the design is complete, the sales rep will receive an email notification, and can then find the Aurora design in the proposal without needing to enter Aurora themselves. Sales To EPC Aurora Designer ConnectionConnected sales and EPC organizations can choose to assign either sales or EPC Aurora designers to proposals as proposal owners. Both organizations must set up their Aurora settings to reflect this choice. If the EPC organization chooses to handle Aurora designs, they must have Aurora integrated in their EPC organization account and have their own Aurora account credentials separate from the sales designer credentials. By default, the “Designers In Sales Org From EPC” setting will be turned on, meaning that by default, EPC designers will show up as options for the proposal owner field. Follow the steps below to adjust this setting. Step 1:

To enable sales Aurora designer selection, toggle the setting off and click “Update”. Please remember to update settings in both the sales and EPC organization to ensure this feature works as intended. Step 4:

In the example below, the “Designers In Sales Org From EPC” setting is enabled, allowing only selection of EPC Aurora designers. Step 5:

From the email, click the link to start designing. Step 6:

From the email, click the link to start designing. Step 7:

EPC designers must have a separate Aurora account from Sales designers. Step 9:

These additional screenshots show the complete workflow:

Split Analysis: This article covers a single focused topic and does not require splitting into sub-articles.