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How to Enable the Setting to Show Battery Model Number on Proposals

Why This Matters

A polished, accurate proposal builds customer trust and wins more jobs. This setting helps your quotes show exactly the right information.

To control the visibility of battery model numbers in proposals, you can enable the Show Batteries Model Number on Proposals setting under Public Proposal. When turned on, the battery model number will appear in both the public proposal and the System Details section of the proposal builder. This setting applies specifically to solar and battery job types, ensuring that relevant system information is clearly displayed when needed. Follow the steps below to enable this feature.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Go to "Settings."

Step 1 - How to Enable the Setting to Show Battery Model Num

Step 2

Click "Public Proposal."

Step 2 - How to Enable the Setting to Show Battery Model Num

Step 3

Click the "Edit" button.

Step 3 - How to Enable the Setting to Show Battery Model Num

Step 4

Toggle on "Show Batteries Model Number on Proposals."

Step 4 - How to Enable the Setting to Show Battery Model Num

Step 5

Click "Update" to save changes.

Step 5 - How to Enable the Setting to Show Battery Model Num

Pro Tips

  • 💡 Pro tip: Bookmark this page for quick reference when you need a refresher.

  • 📱 Works on mobile: Access this feature from your phone or tablet when you're in the field.

  • 🔄 Automate when possible: Pair this feature with automations to reduce manual work.

Troubleshooting

Problem

Solution

I don't see this option

Make sure you have Admin access. Some features require specific permissions.

Changes aren't saving

Try refreshing your browser and make sure you clicked Save before navigating away.

Something looks different from the screenshots

SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.


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