BrightStar Sales Walkthrough

Step 1: Sign in to your SubcontractorHub account with your username and password. 

Step 2: Click on the "New Customer" button at the top of your screen to create a new lead.

Step 3: Input the customer’s address and basic information. The address can be added manually by clicking on the “Manual Address” checkbox. Select the job type and assign it to a user by clicking “Assign To”. Fill out setter and lead source details, as well as other information.

Then click “Create customer” in the top-right corner of the page. 

Step 4: You have now created a proposal card. Click "View Detail" to begin generating a design and pricing. You can title a proposal by clicking “Add Title”.

Step 5: Click the “Utility” drop-down box in the Consumption profile section and select the correct utility provider. 

Step 6: Scroll down to enter the client's kWh usage. You can opt to either enter the monthly or annual usage by switching the toggle. The predictive AI will also generate an assumed consumption amount based on the address entered.

Likewise, if you only have a few months of data available, the software will attempt to auto-fill the other months' data.

Step 7: Click “Start Design”.

Step 8:  Most homes will be able to utilize the AI design tool. Identify the correct home, align it with the tool’s crosshair and click "Run AI Design". If you are working in a market where the AI tool does not function seamlessly, you can toggle to "manual design" mode. Reference the "Switch from AI Design to Manual" guide for detailed instructions.

Step 9: Click on the modules that you want to include in the design. You will notice the

system size, offset, and production all change in real time. You can also adjust the system offset with the slide bar. If you wish to further adjust the design, switch to AI edit mode. 

Update electric bill pricing and annual usage to suit your customers' needs. 

You can also select the type of panel that goes into the system alongside the design.

Step 10: Click “Next”. 

Step 11: Your AI Design is ready with system size details. You can add an inverter and edit escalation, PPW, mounting type, and roof type in this section. 

Step 12: Scroll down and turn on the battery toggle to add batteries to your proposal.

Step 13: Choose if you would like to quote a backup battery OR a grid-tied battery here.

Step 14: Add as many rooms or appliances as your customer needs to back up. Select the room or appliance to increase or decrease the quantity. The battery recommendation algorithm will calculate how many batteries the customer needs to back up the added rooms or appliances and increase or decrease the number accordingly.

Step 15: Select your battery from this section.

Step 16: If you require additional adders to your quote, scroll down to the “Add-on” section. This section is optional. Click on “Choose Adders”.

Step 17: Select the adders you need and click “Done”.

Step 18: Scroll down to the financing section of the proposal and select Financing (Fully Integrated).

Step 19: Select “Brightstar” to use BrightStar’s leasing products.

Step 20: Open the dropdown to select the Leasing Option that suits your customer’s needs and budget.

Step 21: Open the dropdown to select the pricing for the lease.

Step 22: Click “Create Quote”.

Step 23: The BrightStar finance card will be generated with details of the Lease. Click “Finalize”.

Step 24: Now the proposal is finalized and your customer is ready to qualify for BrightStar’s leasing products. Click “Apply” to qualify your customer.

Step 25:  Enter the customer’s details, check the acknowledgment boxes, and click “Submit”.

Step 26:  If your customer qualifies, you will receive a congratulatory pop-up window to confirm the pre-qualification. Click on the “Ok” button.

Step 27:  When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified". Click “Sign Initial Document” to sign the contract.

Once the "Sign Initial Document" button is clicked, BrightStar processes the customer information and generates a signed contract, which can be found in the Attachments section of the proposal.  

Note: Currently, the post-qualification process for signing contracts with BrightStar Leasing is handled internally, with signed contracts automatically added to the Attachments section of the proposal.

Step 28: The Signed Initial document can be viewed by clicking the “Attachment” tab on the left.

Step 29: Click on the “Upload Documents” button on the finance card.

Step 30: A list of stipulation documents will appear in the pop-up window. Click on each document name tab to upload the corresponding files.

Step 31: Click on “Upload a file”.

Step 32: Click “Save” after uploading the document.

Step 33: Each successful upload will be marked with a green checkmark next to the document name.

How to request a change order with BrightStar?

Step 1: Scroll down in your proposal to find your finance card.

Step 2: Click “Unfinalize”.

Step 3: The button changes back to white, indicating the proposal has been unfinalized and is ready for a change order.

Step 4: Scroll back up in your proposal to find the financing section.

Step 5: Select your new financing option and pricing. 

Click the “Create Quote” button.

Step 6: A new quote will be added next to your original quote.

Step 7:  Click “Finalize” on your new quote.

Step 8: Now your new quote will accepted for the financing of your proposal.