Integration · CRM
Pull Homeowner Solar Data Into Proposals Without Manual Entry
Connect Palmetto to SubcontractorHub and homeowner utility bill data, current solar system records, and site information flow directly into your proposal build. Solar installers using both platforms eliminate the manual data transfer that slows down proposal generation and introduces pricing errors.
What Connects Between Palmetto and SubcontractorHub
The specific data flows that eliminate double entry and keep both systems current without extra work from your team.
Homeowner Utility Bill Data to Proposal
Palmetto's homeowner utility consumption data — monthly kWh usage, peak demand, average bill — feeds directly into the SubcontractorHub proposal builder. System size recommendations and savings calculations use actual utility data rather than homeowner estimates, producing proposals that are more accurate and more persuasive.
Existing Solar System Records
For homeowners with existing Palmetto-monitored systems, panel count, inverter model, and current system output sync to the job record in SubcontractorHub. Proposals for add-on panels, battery storage, or system upgrades are built on real system data, not information the homeowner tries to recall from three years ago.
Installer Portal Job Status Updates
Job status changes in SubcontractorHub — proposal sent, signed, permit submitted, installation complete — push to the Palmetto installer portal. Palmetto's platform-level visibility into your pipeline means you stay compliant with Palmetto's installer reporting requirements without a separate data entry step.
Site Survey Data Integration
Site assessment data collected in Palmetto flows into SubcontractorHub job records, including roof condition notes, shading analysis, and recommended mounting locations. Your proposal team builds accurate proposals from the site data without waiting for a separate report from the surveyor.
How to Connect Palmetto with SubcontractorHub
Connect via Palmetto Installer API Credentials
Enter your Palmetto installer portal API credentials in SubcontractorHub's integrations panel to authenticate the connection.
Link Homeowner Records by Email or Address
The integration matches Palmetto homeowner records to SubcontractorHub prospects using email address or property address as the lookup key.
Configure Which Palmetto Data Fields Pull Into Proposals
Select which Palmetto data points — utility usage, system size, savings estimate — map to which SubcontractorHub proposal fields.
Test with a Live Prospect
Search for an existing Palmetto homeowner in SubcontractorHub and confirm their utility and system data populates the proposal builder correctly.
Ready to connect Palmetto?
Book a 30-minute demo — we'll show you exactly how the integration works and walk you through setup for your account.
Who Uses the Palmetto Integration
Solar Installer Proposing Battery Storage Upgrades to Existing Customers
A solar installer wants to sell Powerwall upgrades to their existing install base. Palmetto's system monitoring data shows exactly which homeowners have systems producing less than expected — the installer targets those homeowners first, and SubcontractorHub proposals are pre-loaded with their actual system data for a hyper-personalized pitch.
Residential Solar Company Competing on Proposal Accuracy
A solar company loses deals to competitors who present more specific savings numbers. Using Palmetto's actual utility bill data instead of homeowner estimates, their SubcontractorHub proposals show exact monthly bill reduction figures — increasing close rate by making the financial case concrete.
Solar Installer Managing Palmetto-Financed Projects
An installer using Palmetto's financing products needs job status to stay current in the Palmetto portal for loan disbursement triggers. The SubcontractorHub-to-Palmetto status sync keeps the portal current automatically so the installer gets paid on schedule without manual portal updates.
Multi-State Solar Roofing Company Handling Both Trades
A company offering both roof replacement and solar installation uses Palmetto for solar data and SubcontractorHub to bundle roofing and solar into a single proposal. Palmetto system sizing data and roofing measurement data combine in one SubcontractorHub proposal — the homeowner sees a unified project cost and ROI.
Common Questions About the Palmetto Integration
Do I need to be a Palmetto certified installer to use this integration?
Yes. The integration uses the Palmetto installer portal API, which is only available to contractors enrolled in the Palmetto installer program. Contact Palmetto directly to apply for installer certification.
Can I pull Palmetto data for homeowners who aren't Palmetto customers?
No. The integration pulls data only for homeowners with existing Palmetto accounts or who have submitted utility data through Palmetto's homeowner portal. For new prospects without Palmetto records, you'll enter utility data manually or use the Ensite integration for site survey data.
How current is the utility data pulled from Palmetto?
Palmetto syncs homeowner utility data on a monthly cycle aligned with utility billing periods. The data in your SubcontractorHub proposal reflects the most recently available utility bill — typically 30-45 days old.
Does the integration work with Palmetto's new financing products?
The integration syncs job status to the Palmetto installer portal, which is the mechanism that triggers Palmetto financing disbursements. As Palmetto adds new financing product types, the status sync continues to work — the financing product itself is managed within Palmetto's portal.
What happens if the homeowner's address in SubcontractorHub doesn't match Palmetto exactly?
The integration uses a fuzzy address match as a fallback when exact matches fail — it normalizes street abbreviations and unit formats before declaring no match. If a match still isn't found, you'll be prompted to manually link the records.
Connect Palmetto with SubcontractorHub
Your team keeps working in the tools they know. SubcontractorHub ties them together so nothing falls through the cracks.
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