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HVAC Database Walkthrough

Updated this week

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.


HVAC

The HVAC module includes: Adders, Discounts, HVACS Types, and HVACS.



Categories

This module includes the HVAC Adder Categories.

Manufacturers

This module includes HVAC Manufacturers.


Installation

This module includes Task Templates, Site Survey Photos, Installation Photos, Site Survey Questions, and Tracking Fields for HVAC.


Stages

This module includes the different HVAC Job Stages.


Prices Units

This module includes Adder and Discount Price Units.


Territory

Territories and Territory Zip codes 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 HVAC.

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