Build your platform. Pay as you grow.
A flat monthly fee for the modules you choose, plus a small transaction fee only when jobs sign and fund. Unlimited users, storage, document verification, and guided onboarding included, no per-seat hikes, no setup fees.
Sales Velocity
From the first lead to the signed contract — your whole team in one place.
- Every lead, every source, in one list — nothing worked twice
- Full panel layout and production numbers from just the address, in seconds
- Lease, loan & cash options priced inside the quote — no lender re-entry
- Unlimited branded proposals — no per-proposal fee, no design charge
- A real person loads your pricing and trains your team
Project Management
Every job on one board — see every install's status without asking anyone.
- Your own job stages, so you always know what is really where
- Order design, surveys, engineering & permitting without leaving the job
- Material lists and purchase orders across multiple suppliers
- Automatic milestone updates, so your office stops fielding status calls
- Setters never see margin, installers never see financing
Ambassador
Your customers are your best sales team — referrals built into the portal.
- Referrals built into the portal your customers already use
- Customers submit and track their own referrals
- You set the reward — we track what is earned and owed
- Every referred lead tagged to the customer who sent it
- Live in a few clicks, with no microsite to build
Transaction Fees
Move your sales costs closer to realized revenue with one transaction fee per project, based on lender.
A quoting tool on your own website, under your own brand: a homeowner enters their address, gets a real design and price in seconds, and becomes a lead — without a rep on the phone.
Add Ons
Optional extras that attach to any module. Pricing depends on your volume and setup — we’ll walk through it on your demo.
Welcome Call
Confirm the sale before it becomes a cancellation
- Fires automatically once documents are signed
- AI video presenter walks the customer through what they bought
- Your own survey questions, in English or Spanish
- A timestamped record if they dispute the deal later
Energy Insights
Design off real utility data, not one month's bill
- Pulls a full year of actual usage from the utility
- Uses the rate plan the customer is really on
- Systems sized to true consumption, not an estimate
- Savings numbers that hold up after install
SubHub App
Your crews work the job from their phone
- Schedule and job details in the field
- Customer and equipment history on site
- Photos and notes captured at the job
- Milestones updated from the driveway, not at 6pm
SubHub Payments
Stop jobs stalling while money moves
- Request funding as each milestone completes
- Attach proof the work was actually done
- Pay suppliers and subs from one place
- Real-time status on every payment
Included with every module — at no extra cost
Per-proposal fees, design charges, e-sign subscriptions, per-seat pricing and setup fees are the line items that quietly double a software bill. None of them are on ours.
Unlimited proposals & designs
Quote every lead. No per-proposal fee, no per-design charge.
SubHub Sign e-signature
Contracts signed from any device. No per-envelope fee, no third-party e-sign subscription.
Unlimited users
Your whole crew and back office. Adding people never changes your bill.
Every trade in one account
Roofing, solar, HVAC and battery jobs side by side — not a platform per trade.
Customer portal
Homeowners track their project and sign documents in one place.
Guided onboarding
A real person loads your pricing and trains your team. No setup fee.
Secure storage
Documents, photos and job data — not metered by the gigabyte.
Document verification
Approval workflow catches bad paperwork before it reaches a customer or lender.
Integrations
Zapier, CRM, finance and email connections out of the box.
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Join 500+ roofing, solar, and HVAC contractors
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Frequently Asked Questions
Clear answers about transaction fee triggers, module options and onboarding support.
Each monthly plan includes access to the selected module(s), core platform features, regular updates, and support.
Yes. You can upgrade anytime, and the pricing will be prorated for the remainder of your billing cycle.
Your access will continue until the end of your current billing period. After that, you won’t be charged again.
Both. Whether you’re a small contractor or a large operation, the monthly model adapts to your size.
You can start with any plan or book a demo to get a personalized recommendation based on your workflow.