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
Step 1: If a sales rep is unable to design the customer’s solar layout in Aurora, t
This feature is only available is enabled in the settings. Follow the steps below to enable and use this feature. How to Enable Request Design in Self Design Mode
Step 2: From the main menu, open the profile dropdown and select “Settings”.Step 2:
Step 3: Select “Aurora Settings” and click on the edit icon to adjust the settings
Step 4: Toggle “Enable Aurora Self Request Mode”.Step 4:
Step 5: Click “Update” to save the adjustments to your Aurora settings.How to Reque
Step 6: From the customer’s proposal page, click “New Proposal”.Step 2:
Step 7: Enter the customer’s address, select the job type and select the Aurora Sel
Click“Create Proposal” to save. Note:If your customer already has an existing Aurora proposal, you can enter theAurora project IDhere. Step 3:
Step 8: Select theproposal ownerfrom the “Choose Owner” dropdown menu, then click “
Step 9: Click “Request Design”.Step 5:
Step 10: Click “Yes”.Step 6:
Additional Screenshots
These additional screenshots show the complete workflow:
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.