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How To Set Up And Use Aurora Request Design In Self Design Mode

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: With the request design feature in self design mode, users can choose to co

Follow the steps below to enable and access this feature.

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.St

Step 4: Locate and enable the“Enable Aurora Design Request With Self Mode”setting.S

Step 5: Click“Update”to save your changes.Converting a Self-Design Proposal to Requ

Step 6: From your self-design proposal, click“Request Design”.Step 2:

Step 7: Click“Yes”to continue.Step 3:

Step 8: Click“Aurora Project”to view the Aurora project details.Step 4:

Step 9: On the Aurora project page, you can sync the solar design using the“Sync De

Step 10: From your request design proposal, click“Design Request”.Step 2:

Step 11: Select the designer and the appointment date, then click“Save”.Step 3:

Step 12: Click“Aurora Project”.Step 4:

Step 13: Click“Create Aurora Project”.Step 5:

Step 14: Select“New Project”from the“Select Type”drop-down and click“Done”.Step 6:

Step 15: Scroll down to the“Project Designs”section and click“Add Design”.Step 7:

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.

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