Follow the steps below to find the information you require within SubcontractorHub’s database.
Step 1: Navigate to “Manage Database” in the main menu and locate the “Database” tab.
Step 2: The menu on the left-hand side includes all modules of the database.
Roofing
The roofing module includes: Adders, Discounts, Materials, Gutter Colors and Pitches.
Categories
This module includes the “Roof Adder Categories”.
Manufacturers
This module includes Material Manufacturers.
Installation
This module includes Task Templates, Site Survey Photos, Installation Photos, Site Survey Questions, and Tracking Fields for roofing.
Stages
This module includes the different Roof Job Stages.
Prices Units
This module includes Adder and Discount Price Units.
Territory
Territories and Territory Zipcodes are included in this module.
Marketing
This module includes Lead Status, Lead Sources and Lead Sub Sources.
Appointments
This module includes Appointment Types for Projects and Leads.
Page Layout
This module contains Custom Fields for Lead and Customer pages, as well as Layouts for Lead pages.
Documents
This module includes Document Templates, Document Types and Forms.
Additional
This module includes Dealer Fee, Hide Products, Perfect Packet, FAQs, Webhooks, Automations, State Tax Credits, Custom Chat Groups, Equipment Request, and Custom Lenders for roofing.