Why This Matters
HDM equipment mapping connects hardware records in SubcontractorHub with the corresponding products in the HDM catalog. This helps ensure that the correct equipment information is used when an HDM quote is created from a project proposal.
Administrators can map panels, inverters, batteries and racking to their matching HDM products. Once the equipment is mapped, users can open the “HDM” tab within a proposal, apply the relevant project options, select the utility provider and create an HDM quote.
Follow the steps below to map equipment to HDM and create an HDM quote from a proposal.
What You’ll Need
Admin access to the HDM mapping settings.
Panels, inverters, batteries or racking already added to SubcontractorHub.
The corresponding products available in the HDM catalog.
Access to the project proposal.
The correct regional utility provider for the project.
Step-by-Step Instructions
How to Map Equipment to HDM
Step 1
Under “Solar System,” select the equipment category you want to map, such as “Panels.”
Step 2
Click “Map Fields.”
Step 3
Locate the equipment item you want to map in the “All Panels” column.
Step 4
In the corresponding “HDM Panels” column, click the Edit icon.
Step 5
Select the matching HDM product from the dropdown list.
Step 6
Click “Map Data” to update and save the equipment mapping.
Note: Repeat these steps for any additional panels that need to be mapped. The same process can be used for other supported equipment categories, including inverters, batteries and racking.
How to Generate an HDM Code From a Proposal
Step 1
Open the applicable project proposal.
Step 2
Click the “HDM” tab.
Step 3
Enable any applicable localized options, such as domestic content requirements for solar equipment, batteries or energy communities.
Step 4
Select the appropriate utility provider.
Step 5
Click “Create Quote."
Pro Tips
Match the correct equipment: Confirm that the SubcontractorHub equipment item matches the selected HDM product before saving the mapping.
Map equipment before creating a quote: Complete the required panel, inverter, battery and racking mappings before using the “HDM” tab in a proposal.
Review project options carefully: Enable domestic content, battery or energy community options only when they apply to the project.
Verify the utility provider: Select the correct utility provider before clicking “Create Quote.”
Troubleshooting
Problem | Solution |
An equipment item does not appear correctly in the “HDM” tab. | Confirm that the item is mapped to the correct HDM product and that “Map Data” was clicked to save the mapping. |
The wrong equipment appears in the proposal. | Return to the applicable equipment category, click “Map Fields,” update the product under the HDM column and click “Map Data.” |
The required HDM product is not available in the dropdown. | Confirm that the corresponding product is available in the HDM catalog. |
The HDM quote cannot be created. | Confirm that the required equipment is mapped and that the appropriate utility provider has been selected. |
Domestic content or energy community requirements are not reflected in the quote. | Review the applicable options in the “HDM” tab and enable them before clicking “Create Quote.” |