Streamlining your HVAC project stages has never been easier. This article provides a quick overview of how to manage and customize HVAC job stages within the SubcontractorHub database. From naming to organizing, each stage helps structure your workflow more efficiently. With clear visibility and control, your project progress stays organized and easy to track. Use this guide as a reference whenever you need to update or review your HVAC stages.
Step 1: Navigate to “Manage Database” in the main menu and locate the “Database” tab.
Step 2: Locate and click on the “Stages” tab on the left-hand side.
Step 3: Click on “Job Stages” and select which “HVAC Job Stages”.
Step 4: Click “+ Add" button to add a new stage for your HVAC project.
Step 5: Enter the name of the stage and click “Save”.
Step 6: Now, you can view the stage details.
Step 7: You can view all the stages in the main section.
Note: You can sort Job stages here, and the selected order will be reflected in the project details.