This article walks you through the process of adding a roofing customer in SubcontractorHub, from opening the customer creation screen to entering job details and selecting the roofing job type. It's designed to help you create customer profiles specifically for roofing projects so you can track leads, generate proposals, and manage ongoing jobs more efficiently. View existing roofing proposals directly from the customer record and do much more.
With this guide, users can benefit from a centralized way to stay on top of all roofing activity.
Follow the steps listed below to add a roofing customer:
Step 1: Click “New Customer” button right at the top of your home page.
Step 2: Add your customer details.
Step 3: Select “Roofing” as the Job Type from the drop down.
Step 4: Click “Create Customer”.
You have successfully created a new roofing customer.
Note: You can also view your existing roofing proposals by using the “Roof” tab on the customer page.