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How To Integrate Scanifly

Why This Matters

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.

What You'll Need

  • Admin access to SubcontractorHub

  • An active account with the tool you're connecting

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1: Scanifly is a powerful solar design tool that uses cutting-edge technology

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

Step 2: Locate"Manage Integrations"from the main menu and click "Integrations".Step

Step 3: Click on “Design Tool” on the left side.Step 3:

Step 4: Click “Connect” on the Scanifly card.Step 4:

Step 5: Add the Base URL and Token.Click “Verify and Connect”.Step 5:

Step 6: After successfully integrating Scanifly, the integration card will look lik

The integration can be disconnected and reconnected from here with the corresponding buttons. How to Use Scanifly in SubcontractorHubStep 1:

Step 7: Create a customer and add details about the customer.Step 2:

Step 8: Select the drop-down option under “Select Design Tool”.Step 3:

Step 9: Choose“Scanifly Self Design”or“Scanifly Request Design”from the drop-down m

Step 10: Click“Create Customer”.Step 5:

Step 11: After creating the customer, add details in the consumption profile and cli

Step 12: Confirm the “Scanifly Project Name” and click “Save”.Step 7:

Step 13: Click “Add Design”.Step 9:

Step 14: Add name and click “Save”.Step 10:

Step 15: Click on “Design with Scanifly”.Step 11:

Additional Screenshots

These additional screenshots show the complete workflow:

Pro Tips

  • 💡 Test first: After connecting, do a quick test to confirm data flows correctly.

  • 💡 Check permissions: Make sure your team has the right access in both systems.

  • 💡 Document your setup: Take notes on how you configured the integration for future reference.

Troubleshooting

Problem

Solution

Page won't load

Clear your browser cache and try again in Chrome or Edge

Settings not saving

Make sure you have Admin access and click Save after each change

Feature not visible

Check with your account manager to confirm your plan includes this feature

Connection failed

Double-check your credentials and make sure both accounts have admin access

Data not syncing

Wait a few minutes, then check the integration status page for error messages

Change Log

Date

Change

2026-05-19

Article rewritten for clarity and contractor-friendly tone


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

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