How to Request AI Designs


To get access to the AI design request feature, reach out to your account manager. 

Follow the steps below to request an AI design.


How To Request An AI Design


Step 1: Create a new proposal for a customer, selecting “SubcontractorHub AI Tool” from the “Select Design Tool” dropdown.


Step 2: Fill out the customer’s consumption profile and click “Start Design”.


Step 3: Click “Design Request”


Step 4: Select the designer and leave a comment, then click “Save”


Step 5: Once the design is requested, the stage will change to “Design Requested”


Adding Electric And Main Panel Documents

If your admin has enabled the electric and main panel documents feature, follow the steps below.


Step 1: From the System Design section of the proposal, click “Design Request”.


Step 2: Select the designer, then click “Add File” to upload the main panel and electric documents.


Step 3: After uploading the documents, click “Save”.

Answering AI-Assisted Questions

If your admin has enabled the AI-Assisted questions feature, follow the steps below.


Step 1: From the System Design section of the proposal, click “Design Request”.


Step 2: Select the designer, then click on a question to answer it.


Step 3: Enter the answer, then click “Save”.


Note: Designers can view answers to AI-Assisted questions and uploaded electric and main panel documents in the “Designer Information” section of the design page.


How To Fulfill A Design Request


Step 1: The designer will be notified of the design request via email. Click the URL to go to the design tool.


Step 2: Click “Create Design”


Step 3: Design the solar layout, then click “Next” to save. For more information on designing with AI, please visit our How To Design Proposals With AI article.


Step 4: Scroll down to the "Project Information" section and click the edit icon in the “Status” field.


Step 5: Select “Design Completed”, then click “Update”


Step 6: Designers can click “View Activities” to view their design request history. Clicking “Go To Proposal Detail” will take you to the proposal builder. 


Step 7: From the main menu, go to the “AI Designs” tab to view all AI design requests.


Step 8: You can see all design requests and their status here. 

Next Steps


Step 1: Once the design is complete, go to the customer’s proposal page and click “View Detail” to enter the proposal builder.


Step 2: The design will automatically sync with the proposal. You can change the designer or re-request the design with the corresponding buttons. 


Note: When using the AI design request feature, designers and sales reps can chat via the AI design chat feature. Sales reps can click the “Chat With Sales Person” button from the AI design request page, and sales reps can click “Chat With Designer” to access the same chat from their proposal.

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