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Wheelhouse Rate Sheet

Account Creation Walkthrough HDM

Download Wheelhouse Payment Calculator (Laptop Only)

WHEELHOUSE APPLICATION

Please review HDM resource video for extra help prior to Leadership

1) Build account in Sub Hub as you would a regular cash deal. (Default design)

2) Price account in Sub hub to reflect your sold deal and commissions

3) Take the Sub Hub design's System details and Plug into HDM portal
 (Panel counts, type. batteries)

4) View discounted pricing in HDM and calculate the difference between original HDM pricing and the discounted in HDM

5) Subhub - Duplicate original priced design, edit pricing to match HDM in sub hub so final pricing is EXACT as HDM discounted and final quote. 

6) 3 quotes 
- The original built with priced commissions 
- The HDM quote in portal
- A Duplicate design in Sub hub matching HDM portal

**The Original design is for installer and payout purposes. You will only have homeowner sign Duplicated design with Installer docs and HDM contract sent from portal. Both prices should match. If homeowner is financing then there will be a separate link for them lender**

PROCESS

Battery Count Matrix Goodleap

Enfin Battery Form

Palmetto Finance Portal

Oversize form for Systems above 110% offset 

Oversize form

HDM DESIGN

SubcontractorHub A-Z Sales Tool

HDM Knowledge Base

PCG Board  SUBMIT SOLD DEALS 📝 ⚡️ 

Lightreach A-Z sales 

Goodleap ☀️ 🏠 

HDM 🏡 💰 

Enfin Partner Portal (Account Stipulations)

Aurora A-Z sales Enfin

Enfin 🔵 ⚪️ 

HDM CONTRACT PORTAL

Lightreach 🟣 🟢 