How To Design Proposals with AI

Follow the steps below to design with SubcontractorHub's AI tool.

Step 1: Click on the “Customers” tab on the left-hand side.

Step 2: Locate the “Actions” section and click on “Proposals”.

Step 3: Click “View Detail” on the proposal card. To name a proposal, click “Add Title”. Proposal card titles can be edited as well.

Step 4: Fill out the Consumption profile.

Step 5: Click “Start Design”.

Step 6: Set the crosshair over the home and click “Run AI Design”.

Step 7: The AI design will be generated automatically. 

Step 8: When the AI design is complete, sales reps can adjust the solar offset with the slide bar.

The lighter-colored solar panels indicate lower solar production. The darker orange panels indicate higher solar production.

Step 9: Click on the “Change Panel” dropdown to select a different module for the design (if applicable).

Step 10: Click on individual solar panels to add or remove them.

Step 11: Edit panel alignment by clicking on the edit icon in the right-hand corner.

Step 12: The panels are shown in edit mode with a calculate button. To draw or delete facets, click the draw facet icon. 

Step 13: When the facets are complete, click “Done". The AI tool has been updated to ensure that facets are unable to move beyond the limits of the roof layout. This ensures that designs are as accurate as possible and do not incur facet placement errors.

Step 14: Use the orientation button located next to the delete button to switch facet orientation between landscape and portrait.

Step 15: Click the “remove shading” button shown in the image below to remove shading from a facet. 

Step 16:  Zoom in and out on specific design areas with the “+” and “-” buttons or by aligning the mouse pointer and scrolling in or out. The Zoom feature has a minimum of 1X and a maximum limit of 2X magnification.

Step 17: When saving, your design maintains the same zoom level as you had set during editing.

Step 18: Use edit mode to rotate and properly align a misplaced panel set.

Step 19: Following each edit, click on the calculate button to calculate the Annual Production.

Step 20: When the design is complete, click “Next” to save.

You can view your AI solar design along with the solar details, where you can add an inverter, inverter number, escalation rate, mounting type, and PPW.

You can switch between Google Maps HD and Nearmap with the dropdown menu in the top left corner.