HVAC Financing Built Into Every Proposal
GoodLeap, Sungage, LightReach — embedded directly into your HVAC proposals. Reps present monthly payment options on-site. Customers say yes before you leave the driveway.
See It in Action
Financing That Closes Deals — Not Just Checks a Box
Inside every proposal
Financing options appear inside the EasyQuote proposal — not as a separate link or afterthought. The customer sees the system and the monthly payment together, in one flow, before your rep closes the tablet.
Multiple partners, one platform
Connect GoodLeap, Sungage, LightReach, and other financing partners. Reps can present multiple payment options in the same proposal and route customers to the lender that fits best.
Approval status in the pipeline
Financing application status tracks directly in the Sales Velocity CRM. Managers see which deals are waiting on approval, which are approved, and which need follow-up — without asking.
Close, then install
When a financed deal closes, the installation project creates automatically. Financing approval status, equipment specs, and customer details flow to operations with zero re-entry.
The Difference Between a Sold Job and “Let Me Think About It”
Most HVAC contractors offer financing — but it's a link they send after the homeowner asks. By the time the customer goes home and opens the email, the moment has passed. Competitors follow up. Deals die.
SubcontractorHub puts financing inside the proposal, where the close happens. Your rep builds the quote, adds the system, and the customer immediately sees: $0 down, $189/month. That conversation happens at the kitchen table — not over email days later.
See the Platform
Part of a Complete Platform — Not a Bolt-On
Standalone financing portals exist. But when financing lives in a separate tool, reps have to switch apps, re-enter customer information, and paste approval links into proposals. That friction costs deals.
In SubcontractorHub, financing is woven into the HVAC contractor software platform — alongside AI proposals, the HVAC CRM, and installation project management. One login. One flow. One place where your sales managers can see exactly which deals are waiting on financing approval.
Book a DemoSubcontractorHub is the right fit if:
The platform is built for HVAC installation contractors where financing is a core part of how customers say yes.
Talk to the TeamFinancing is a significant part of how your HVAC customers pay
Your reps are currently sending financing links after the proposal — not inside it
You work with GoodLeap, Sungage, LightReach, or similar partners
Managers want to see financing approval status in the sales pipeline
You want one platform for sales, financing, and installation project management
You also do roofing or solar and need financing support across all three trades
Common Questions
What is HVAC financing software?
HVAC financing software embeds financing options directly into the sales proposal — so reps can present monthly payment breakdowns to homeowners at the point of sale rather than as a separate step after the close.
Why does embedded financing matter?
Financing shown at the point of sale — as a monthly payment inside the proposal — converts at higher rates than financing offered separately. The customer evaluates the system and the payment together, at the kitchen table, when the decision is easiest to make.
Which financing partners does SubcontractorHub support?
SubcontractorHub connects to GoodLeap, Sungage, LightReach, and other financing partners. Approval status tracks directly in the sales pipeline so managers always know where financed deals stand.
Is SubcontractorHub just a financing tool?
No — it's a complete HVAC platform. Financing is one embedded component alongside AI proposals, a built-in sales CRM, and installation project management. The financing feature works because it's part of the proposal flow — not a separate bolt-on.
Does SubcontractorHub support financing for roofing and solar too?
Yes — multi-trade contractors can run HVAC, roofing, and solar financing in one platform. All three trades live in a single login with financing partner connections available for each.
Ready to Close More HVAC Deals With Financing?
Book a demo and see how SubcontractorHub embeds financing partners directly into your HVAC proposals — and connects them to your sales pipeline and installation project management.
Book a Free Demo