Integration · Design tool
Size a Solar System and Write the Proposal in Under 5 Minutes
SubcontractorHub's built-in AI proposal assistant uses property data, utility consumption, and historical install patterns to size a solar system, generate a complete proposal narrative, and fill smart defaults for equipment and pricing — without any third-party design software required. For contractors who need to quote quickly at the door, at a home show, or over the phone, the AI tool delivers a professional, data-backed proposal in the time it takes to write a text message.
What Connects Between SubcontractorHub AI Tool and SubcontractorHub
The specific data flows that eliminate double entry and keep both systems current without extra work from your team.
AI System Sizing from Property and Usage Data
Enter the customer's address and monthly utility spend (or upload a utility bill photo) and the AI tool calculates a recommended system size in kW, estimated annual production in kWh, and a projected offset percentage based on NREL solar resource data, local utility rates, and roof characteristics inferred from satellite imagery. Contractors report that AI-sized systems require revision on fewer than 12% of proposals, matching the accuracy of manual designs for standard residential roofs.
AI-Generated Proposal Content
The AI tool writes the complete proposal narrative — system description, customer savings summary, environmental impact statement, and financing options overview — tailored to the customer's specific property and usage profile. This replaces the generic boilerplate that makes homeowners feel like they're reading a template, and contractors who use personalized AI proposal narratives report 18% higher acceptance rates than those using static proposal text.
Smart Equipment Defaults
Based on system size, roof type, and your account's preferred equipment list, the AI tool pre-selects panel model, inverter type (microinverter vs. string), and racking system as proposal defaults. These defaults reflect your company's standard configurations and can be overridden by the estimator in seconds — the AI handles the starting point so reps stop asking 'which panels do we use?'
Proposal Scope Description Generation
The AI tool generates a scope-of-work description for each line item in the proposal — not just a SKU and price, but a plain-English explanation of what is being installed and why. This scope language reduces homeowner 'what does this mean?' questions by 60% and gives the sales rep a clear script for walking through each line item in the proposal review conversation.
How to Connect SubcontractorHub AI Tool with SubcontractorHub
Open AI Tool on Any Lead Record
From any lead or proposal record in SubcontractorHub, click 'Generate with AI' to open the AI tool — no separate login, no third-party app to open, no API key to configure.
Enter Property and Usage Inputs
Input the customer's address and either their average monthly utility bill amount or upload a photo of the bill — the AI tool extracts the usage data automatically from the bill image.
Review and Adjust AI Recommendations
Review the AI-generated system size, equipment defaults, and pricing in a single review screen — adjust any field manually and the AI recalculates downstream values (production, savings, payment) in real time.
Push to Proposal and Send
Click 'Create Proposal' to push the AI-generated content, system specs, and pricing into a SubcontractorHub proposal template, then send for e-signature via SubhubSign in one additional click.
Ready to connect SubcontractorHub AI Tool?
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 SubcontractorHub AI Tool Integration
Phone Quote in Under 3 Minutes
A homeowner calls after seeing a yard sign and asks 'how much would solar cost for my house?' The sales rep opens SubcontractorHub on their computer, opens the AI tool, enters the caller's address and their $180/month electric bill, and receives a 9.2 kW system recommendation with an $31,400 cash price and a $152/month loan option in 90 seconds. The rep gives a confident, specific number on the first call rather than scheduling a site visit just to quote — and books 3x more appointments from phone leads than before.
Home Show Lead Capture and Same-Day Proposal
At a home and garden expo, a solar contractor collects 38 interested homeowners over a Saturday. For each conversation that reaches the 'how much does it cost?' stage, the rep enters the address on a tablet and the AI tool generates a system size and ballpark savings in 90 seconds. 22 of the 38 leads receive a same-day email proposal generated by the AI tool, pre-populated into their SubcontractorHub records. By Sunday evening, 6 have requested appointments — without a single follow-up call from the sales team.
Estimator Productivity for High-Volume Teams
An inside sales team handling 60 lead inquiries per week uses the AI tool as the starting point for every proposal rather than opening Aurora Solar for every residential lead. Standard rooftops (no complex shading, no significant obstructions) are quoted using AI-generated designs; complex sites are escalated to Aurora Solar. The AI tool handles 72% of leads, cutting the estimating team's workload in half without reducing proposal quality on standard sites.
After-Hours Lead Response Automation
A solar company enables automatic AI proposal generation for leads submitted through their website after business hours. When a homeowner fills out a 'Get a Quote' form at 9 PM, SubcontractorHub's AI tool generates a system size and proposal draft using the submitted address and monthly bill amount, and a branded email delivers the AI-generated proposal to the homeowner's inbox within 4 minutes of form submission. Leads who receive proposals within 5 minutes convert at 2.9x the rate of leads contacted the next business day.
Common Questions About the SubcontractorHub AI Tool Integration
Is the AI Tool a replacement for Aurora Solar or Scanifly?
For standard residential rooftops without significant shading or structural complexity, the AI tool is sufficient for a sales-grade proposal. For complex sites, AHJ-ready permit plans, or production guarantees backed by engineering-grade data, Aurora Solar or Scanifly should be used. Many contractors use the AI tool for initial quotes and upgrade to Aurora or Scanifly when the homeowner is ready to move forward.
How does the AI tool determine system size without a utility bill?
Without a utility bill, the AI tool uses the property's square footage, geographic location, average regional consumption data, and solar resource irradiance to estimate a baseline system size. Accuracy is lower without utility data — typically within ±15% of the ideal system size — so bill-based inputs are preferred when available.
Can I customize the AI-generated proposal narrative for my brand?
Yes. AI proposal content is generated within your company's tone guidelines and proposal template, which you configure in SubcontractorHub's proposal settings. Custom brand voice instructions (professional, conversational, technical, etc.) are applied to all AI-generated text.
Does the AI tool handle battery storage sizing as well as solar?
Yes. If you enable the battery storage option in the AI tool, it recommends a battery capacity (kWh) based on the homeowner's daily usage profile and backup load priorities that you configure. The default backup scenario (essential loads for 1 day) can be adjusted by the estimator in the review step.
Is the AI tool available on mobile devices for use in the field?
Yes. The SubcontractorHub mobile app includes the full AI tool functionality, allowing field reps to generate proposals on a smartphone or tablet from any location with cellular connectivity. The AI tool is one of the most frequently used features in the SubcontractorHub mobile app.
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