How to Add Adders?

Adders are essential for customizing proposals by capturing additional components, services, or project-specific costs. From roofing upgrades to specialized materials, managing adders ensures every proposal reflects accurate pricing and tailored requirements.

This guide outlines how to add, edit, and organize adders in SubcontractorHub, helping you streamline and personalize your proposal creation process.

Step 1: Navigate to the “Manage Database" option in the main menu.

Step 2: Click on “Database”.

Step 3: Go to the “Solar System" section.

Note: In addition to Solar System adders, you can also add and manage adders for other job types, such as roofing, HVAC or batteries, following similar steps. This ensures all job-specific costs and options are available when creating proposals, providing a tailored and accurate representation of the requirements.

Step 4: Select “Adders”.

Step 5: Click on the “+Add” button.

Step 6: Select the adders you want to make visible while creating a proposal for users. You can also contact your Account Manager to add adders to the master list.

Step 7: Click “Add”.

Step 8: A confirmation popup will appear. Click “Yes” to finalize the addition of the selected adders.

How to Add Adders Manually?

Step 1: Click on "Add Adder" to manually create a new adder.

Step 2: Fill in the required details:

Name: Enter a unique and descriptive name for the adder (e.g., Solar Adder).
Adder Category: Select the appropriate category from the dropdown (e.g., MPU, Labor, Electrical).
Adder Sub Category: Choose a sub-category if applicable, or leave as “None.”
Minimum Quantity: Set the minimum quantity that should be applied when this adder is used in a proposal.

Step 3: To configure visibility and special flags, add the:

Hidden to Customer: Check this box if the adder should not be visible in the customer-facing proposal.
Hidden to Sales Rep: Check this to hide the adder from sales reps while building proposals.
Electrical Upgrade Included: Check if this adder involves an electrical upgrade.

Step 4: Define pricing and unit configuration by adding:

Unit Type: Choose how the cost is calculated (e.g., Flat, per kW, per unit).
Fixed Amount: Enter the price to be applied per unit based on the unit type.

Note: Under the “Is Aided” dropdown, choose “Yes” if this adder is subsidized or covered by a program. When selected:

The adder appears with a checkmark by default in the proposal.
Its cost is excluded from the final pricing summary to reflect that it's aided.

Step 5: Once done, click ‘Add’.

This manual method gives you full control over adder setup, allowing accurate alignment with pricing structures and proposal logic.

How to Edit Adder Details?

Step 1: Locate the adder you want to modify.

Step 2: Click on the eye icon to view the details of the selected adder.

Step 3: Click on “Edit” to modify basic information about the adder.

Note: The database now includes adders for batteries under the “Battery” section. With this update, kWh has been added as a unit type for calculating battery adder pricing. When creating a proposal, the system will use the battery size as the adder quantity.

Step 4: After making the required changes, click “Update”.

Step 5: To include additional territories, click on “Add New Territory”.

Step 6: Select the new territory and fill in the required details.

Step 7: Click “Add” to save the new territory.

Note: Specify the region, base price, optional dealer price, choose margin type (percentage or fixed), enter the margin value. You can optionally set a fixed price that overrides all other pricing rules. Additionally, define a minimum quantity, this will make sure that the adder only applies when that quantity is met. Once all fields are completed, click Add to save the territory-specific pricing.

Step 8: To update pricing, select the specific territory by ticking the checkbox next to it.

Step 9: Enter the updated pricing information.

Step 10: Click “Update” to save the changes.

By following these steps, you can efficiently add and manage adders in your database, ensuring accurate and comprehensive proposal creation.