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.
