Why does this matter?
With IQGen on board, you get faster and smarter financial tools built right into your everyday workflow so you can make better decisions without the extra hassle. It's one more way we're making things simpler and smarter for you.
What will you need?
Access to SubcontractorHub platform.
IQGen integrated into your organization as a finance partner.
Step-by-step instructions
Step 1: Log in to your SubcontractorHub account.
Step 2: Click “New Customer”.
Step 3: Add all the details and click “Create Customer”.
Step 4: Click “View Detail”.
Step 5: Click “Utility” and select the preferred utility provider from the dropdown.
Step 6: Scroll down and enter the client’s KWh usage. You can either input the monthly or the annual usage data.
Step 7: Once you have input the values, click “Start Design”.
Step 8: Using the AI-Assisted design tool, identify the correct home, align it with the tool’s crosshair and click "Confirm".
Step 9: Select the modules you want to include in the design, and you’ll see the system size, offset, and production update instantly in real time. Adjust the electric bill pricing and annual usage to match your customer’s requirements. You can also choose the panel type to be used in the system as part of the design process.
Step 10: Click “Save”.
Step 11: Your AI-Assisted design is ready with system size details.
Step 12: Scroll down to the battery section and turn the toggle on. Select the preferred battery from the options.
Step 13: Next, scroll down to the adder section and select the preferred adders from the options and click done.
Step 14: Once you have selected the adders, scroll down to the financing section and select IQGen. Click “Create Deal” if you are starting a quotation from scratch. If you want to connect existing quotes, click “Add Existing deal”.
Step 15: Once the finance card is generated, click “Upload Documents”.
Step 16: Upload all the mandatory documents by clicking “+Upload”.
Step 17: After the documents are uploaded, click “Complete Opt in” on the finance card
Step 18: Click “Yes” when asked if you want to complete the opt-in. The required document will be sent to the user whose email was used to create the proposal.
Step 19: Click “Open the Document”.
Step 20: Fill out the important field, put your initials where indicated, and click “Finish”.
Step 21: Come back to the proposal page and click “Sync Quotes”.
Step 22: Click “Yes”.
Step 23: Click “Finalize” to finish the process. This button will only be enabled once the important documents have been uploaded and the opt-in has been completed. You can also click “Go to Lender Portal” to visit the IQGen website, where you will find all the details about the quotation.
Step 24: Once finalized, you can sign the installer document or use this quotation for the project.