Case study
Impact
40% Faster Funding Approvals
Company
SunnyMac
Industry
Solar
Challenge
Delayed Quotes, Missed Sales
How a leading regional installer unified operations and finance on a single platform to scale with confidence.
SunnyMac Solar, a trusted residential installer with over 15 years of service, turned to SubcontractorHub in mid-2024 to solve the operational complexity of multi-state growth. By centralizing its fragmented sales, project management, and financing systems, SunnyMac streamlined its entire workflow, enhancing compliance, accuracy, and visibility to support its expanding footprint across the Mid-Atlantic.
Overview of Roofio
A leading residential solar provider with over 15 years of industry experience. Established Track Record: Installed custom solar solutions for over 12,000 homes.
Services Area
Operates across Delaware, Pennsylvania, Maryland, and New Jersey.
Core Mission
To provide homeowners with an efficient, trustworthy source of clean energy for long-term home comfort and savings.
As a high-volume, multi-state operator, SunnyMac managed sales, CRM, projects, and financing through disconnected systems. This created significant data silos, hindered inter-team coordination, and introduced compliance risks.
The lack of a unified platform slowed deal accuracy, obscured project visibility, and made the funding process manual and fragmented, threatening scalable growth.
SunnyMac implemented SubcontractorHub as its central operational hub in July 2024. The platform provided the critical integration needed to unify its workflow:
Unified Operations
Consolidated CRM, sales pipelines, and project management into a single dashboard, eliminating data silos.
Compliance & Accuracy
Introduced structured sales flows and integrated dashboards to ensure compliant, accurate deal designs and consistent data.
Integrated Financing
Connected key lending partners directly into the sales workflow to accelerate approvals, funding, and payment processing.
In approximately 18 months, SubcontractorHub has become the foundational system for SunnyMac’s operations.
The platform has enabled seamless coordination between sales and operations teams, provided leadership with clear project visibility, and created a faster, more reliable financial workflow from proposal to payment, supporting sustained regional growth
Proposal Acceleration
Replaced N+ disparate tools with one unified platform for sales, project management, and financing.
Operational Efficiency
Saved an estimated Y hours per week in administrative work by eliminating manual data entry and platform switching.
Financial Velocity
Integrated Z major lending partners, shortening the funding timeline by days.
System Consolidation
Replaced N+ disparate tools with one unified platform for sales, project management, and financing.