Why This Matters
Learning this workflow helps you get more done in less time with SubcontractorHub. Follow these steps and you'll be set up in minutes.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Once your admin sets up the Scanifly request design flow settings, follow the steps below to request a Scanifly design.
Step 1: Create a new proposal, selecting “Scanifly Request Design” as the design tool.
Step 2: Fill out the customer’s consumption profile and click “Start Design”.
Step 3: Click “Design Request”.
Step 4: Select the designer from the “Choose Designer” dropdown, pin the customer’s roof on the map, and select the intended financing for the project. Then click “Save”.
Step 5: Click “Chat With Designer” to access the chat with the Scanifly designer.
Note: When using the Scanifly design request feature, designers and sales reps can communicate via the design chat feature. Designers can click the “Chat With Sales Person” button from the design request page, and sales reps can click “Chat With Designer” to access the same chat from their proposal. When using the “Chat With Designer” feature, sales reps can now get real-time updates to the chat without having to close and reopen the chat to see the latest messages.
Note: If the Show Order Design Button toggle is on in the organization settings, then you will see an "Order Design" button within the proposal.
Using this button, you will be able to fill out information within the SubcontractorHub platform without using a third-party website.
How to Manage Scanifly Designs
Step 1: Scanifly designs can be easily managed by clicking the “Scanifly Design” tab in the main menu.
Step 2: Scanifly designs can be filtered by status (design requested, design change requested, design completed, design cancelled and change order design request).
The design request page displays the information of the project, including the customer information, project owner information, proposal address, proposal stage, design status, designer name and the consumption data- annual usage in kWh.
Note: When requesting a designer change, the “Cash” Finance Partner option is available in the intended financing dropdown.
Note: When changing the design tool in a proposal to Scanifly request design, the sales rep can either create a new project or enter the existing project ID to pull the existing design into the new proposal.
Pro Tips
💡 Practice on a test project before using this on live customer data.
💡 Take screenshots of your current settings before making changes.
💡 Ask for help: SubcontractorHub support is happy to walk you through any step.
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 |
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.