LightReach HVAC Lease Sales Walkthrough
Follow the steps below to start selling HVAC with LightReach.
Step 1: Sign in to your SubcontractorHub account with your username and password.
Step 2: Click "New Customer" at the top of your screen to create a new customer.
Step 3: Enter 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 the 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 building your proposal. You can title a proposal by clicking “Add Title”.
Step 5: In the “HVAC Details” section, select an HVAC for each category- Good, Better and Best.
Step 6: Choose which HVAC your customer wants to proceed with and click “Finalize” on the HVAC card.
Step 7: Click “Yes”.
Step 8: The “Finalize” button will turn yellow and read “Finalized”. Click “Calculate SEER” to compare the customer’s existing HVAC system with the new install.
Step 9: Input the details of the customer’s old and new systems. The comparison data will update automatically.
Step 10: Scroll down to the “Adders” section. If your proposal requires add-ons, click “Choose Adders”.
Step 11: Select the adders and click “Done”.
Step 12: Scroll down to the financing section of the proposal. You can add a down payment amount by selecting the payment type, down payment value and payment method, then clicking “Update”.
Step 13: Scroll down to the financing section of the proposal and select "Financing (Fully Integrated)". Select “LightReach” to use LightReach’s HVAC financing products.
Step 14: Enter the conditioned area in sq ft, select the system category and language, then click “Create Account”.
Step 15: Select a finance product from the “Finance Options” dropdown and click “Create Quote”.
Step 16: The LightReach financing card will be generated with details of the financing option. Click “Finalize”.
Step 17: Now the quote is finalized, and your customer is ready to qualify for LightReach’s financing. Click “Qualify”.
Step 18: Enter the customer’s credit details, tick the acknowledgement boxes and click “Submit”.
Step 19: Your customer’s credit score will decide whether they are eligible for LightReach finance. If your customer qualifies, you will receive a congratulatory pop-up window to confirm the pre-qualification. Click “Ok”.
Step 20: When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified". Click “Send Finance Docs” to share the contract.
Step 21: Click “Yes”. This will generate the contract.
Step 22: The contract will then be sent to the homeowner's email, where they will be able to sign their portion and click "Finish".
Step 23: After the homeowner signs, click “Sync Quote” to get the updated status on the finance card.
Step 24: Click “Upload Stipulation Documents”.
Step 25: Click “Upload” to upload a document.
Step 26: Upload the document and click “Save”.
Step 27: Uploaded documents will have a “Received” status, allowing you to track which documents are uploaded and which are pending.
