A Customer Page Layout in SubcontractorHub allows you to control how customer-related information is shown when users add or edit customer records. You can create layouts tailored to different roles (like Sales or Admin), define what fields appear, group them into custom sections, etc. You also have the option to create custom fields using predefined values, timestamps, dropdowns, and more.
Step 1: Locate the “Manage Database” tab on the left-hand side and click "Database".
Step 2: Click the “Page Layout” tab on the left-hand side. This is where you’ll configure forms for modules like Customer, Project, Lead, etc.
Step 3: Click “Layouts”.
Step 4: Select the “Customer” module. You are now in the section where layouts for the Customer form (Add/Edit) can be created or managed.
Step 5: Click the “Add” button in the top right corner to create a new layout. This opens the layout creation screen where you’ll fill in some basic details.
Step 6: Fill in the “Add Layout” form. Here’s what you need to do:
Page Name: Give your layout a name, like “New Customer Form” or “Edit Customer Profile.”
Role: Select which user role this layout applies to.
Layout Type: Tick Add for Add Customer page or Edit for Edit Customer page. You can select both if needed.
Display Page as Stepper: Select this if you want your form broken into steps. For example, Step 1: Customer Info, Step 2: Site Details, Step 3: Attachments. This improves usability for longer forms.
Click Next when done.
Note: Before adding a new page layout, you have the option to create custom fields for the page. Simply navigate to the "Custom Fields" section under Page Layout and select "Customer" within the Custom Fields menu.
Step 7: Navigate to the “Custom Fields” tab under Page Layout and choose Customer as the module.
Step 8: Click “Add” to open the custom field builder.
Step 9: Fill in the details:
Label: The name users will see on the form (e.g., “Lead Source”).
Key: A system-friendly ID with no spaces (e.g., lead_source_code).
Is Required: Choose Yes if users must fill this out.
Type: Choose the field format (Text, Date, Dropdown, etc.).
Add Timestamp: Tick if you want the system to store the first time this field gets a value.
Predefined Values (Optional): Use this if you want dropdowns with fixed choices, like “Customer Type: Residential, Commercial, Government.”
Note: Predefined Values are smart system variables that auto-fill fields with live data, like customer name, contract price, proposal link, or system size. Instead of manual entry, you just select from a dropdown when creating a custom field, and the system pulls in the right info.
For example,
contact.name refers to the full name of the customer
contact.email auto-fills the customer’s email
contract_price shows the total contract value
monthly_payment pulls the EMI from the proposal
proposal_cover.url links the PDF proposal
These values save time, reduce errors, and keep your forms synced across modules like Proposals, Projects, and Contracts. Use them whenever you want to automatically populate fields with existing data.
Your new custom field is now ready to be added to your new project page layout.
Step 10: Once you have clicked Next in Step 6, you will land on the layout builder screen. Scroll down and click “+ Add” to create a new section.
Step 9: Add a name for your custom section like “Basic Info,” “Site Details,” or “Lead Qualification.”
Step 10: You can now drag and drop both standard fields (default system fields like Email, Phone, etc.) and your custom fields into the section.
Note: You will not be able to save your layout if you fail to add mandatory fields to it. The mandatory fields are highlighted with a red asterisk mark next to them.
Step 11: Once your layout sections are ready and fields are in place, click Save.