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Financeit Sales Walkthrough

Why This Matters

Financeit makes financing accessible for more of your customers. Walking through the full flow helps you quote, submit, and close financed jobs with confidence.

Financeit financing is available for all job types in Canadian addresses, making financing more accessible. It creates a smoother, more connected financing workflow from quote to approval. Follow the steps below to complete a proposal using Financeit.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Click "Customers" from the main menu and click "New Customer".

Step 1 - Financeit Sales Walkthrough

Step 2

Fill in the details and click "Create Customer".

Step 2 - Financeit Sales Walkthrough

Step 3

Once the details are saved, click "View Detail".

Step 3 - Financeit Sales Walkthrough

Step 4

Select the utility provider and click "Start Design".

Step 4 - Financeit Sales Walkthrough

Step 5

Place the crosshair at the center of the home on the map and click "Confirm."

Step 5 - Financeit Sales Walkthrough

Step 6

Click on the modules that you want to include in the design. You will notice the system size, offset, and production all change in real-time. Update the Electric Bill pricing and Annual Usage to suit your customer's needs. You can select the type of panel that goes into the system alongside the design.

Step 6 - Financeit Sales Walkthrough

Step 7

Click "Save".

Step 7 - Financeit Sales Walkthrough

Step 8

Your AI-Assisted Design is ready with system size details. You can add an inverter and edit escalation, PPW, mounting type and roof type in this section.

Step 8 - Financeit Sales Walkthrough

Step 9

Scroll down and turn on the battery toggle to add batteries to your proposal.

Step 9 - Financeit Sales Walkthrough

Step 10

Scroll down to "Adders" and add your preferred ones from the list.

Step 10 - Financeit Sales Walkthrough

Step 11

Scroll down to the Financing section and select "Financing (Fully Integrated)". Choose Financeit.

Step 11 - Financeit Sales Walkthrough

Step 12

Select the preferred product from the dropdown and click "Add Loan".

Step 12 - Financeit Sales Walkthrough

Step 13

Once the quote is added, click "Finalize". Note: The FinanceIt quote shown in the public proposal displays the complete lender offer details, not just the maximum APR and total term.

Step 13 - Financeit Sales Walkthrough

Note: The Financeit quote shown in the public proposal displays the complete lender offer details, not just the maximum APR and total term.

Note: Click “Finance Application” to open the customer-facing Financeit application. Click “Send Finance Application” to have Financeit send the application documents to the customer.

Step 14

Click "Go To Lender Portal".

Step 14 - Financeit Sales Walkthrough

Step 15

You can either select "Open URL" or "Copy URL". You can open the URL on the spot or copy it.

Step 15 - Financeit Sales Walkthrough

Step 16

You will be directed to the lender portal.

Step 16 - Financeit Sales Walkthrough

Step 17

Scroll down and click "Start an application now". The "Invite" button will send the customer a link specifically for them.

Step 17 - Financeit Sales Walkthrough

Step 18

On the next page, fill in the details to check eligibility.

Step 18 - Financeit Sales Walkthrough

Step 19

Scroll down to the bottom, check the box, and click "Submit".

Step 19 - Financeit Sales Walkthrough

Step 20

On the next page, add the financial details.

Step 20 - Financeit Sales Walkthrough

Step 21

Scroll down to the bottom, check the box, and click "Submit".

Step 21 - Financeit Sales Walkthrough

Step 22

Once you receive a summary of your loan, click "Continue".

Step 22 - Financeit Sales Walkthrough

Step 23

On the next page, you will see the detailed information about your loan application.

Step 23 - Financeit Sales Walkthrough

Step 24

Return to the proposal page, click the "Sync Quote" button. Choose "Yes" when asked to confirm.

Step 24 - Financeit Sales Walkthrough

Step 25

After syncing, your finance card will show all the details, including the Loan ID, Status, and the Next Step. Note: If the customer's name, phone number, or email does not match between FinanceIt and SubcontractorHub, a banner will appear and data syncing will stop. The banner includes a Financeit portal link for the salesperson to review the details.

Step 25 - Financeit Sales Walkthrough

Additional Screenshots

These additional screenshots show the complete workflow:

Step 26 - Financeit Sales Walkthrough

Step 27 - Financeit Sales Walkthrough

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.

Last updated: 2026-07-23 · Source: Financeit Sales Walkthrough

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