Why Does This Matter?
With the import and export option in the Data Wizard, you can quickly update, share, or back up pricing data, including all adders, in just a few steps. This saves time, reduces manual work, and keeps your pricing accurate and consistent across every proposal.
What You Will Need
Access to SubcontractorHub Platform.
Step by Step Instructions
Follow the steps below for Adders
Step 1: Click “Manage Database” and select “Data Wizard” from the dropdown.
Step 2: You can select your preferred job type from the list.
Step 3: Click “Next”.
Step 4: Click “Choose File”. Choose the preferred file and upload it. Click “Next”.
Step 5: Fill out the mandatory details.
Step 6: Scroll down and click “Next”.
Step 7: Click “Validate” and wait for the file to be validated.
Step 8: Once the file is validated, the data will be imported from the file successfully. The same steps apply for all job types and their adder details.
Follow the steps below for Adder Price
Step 1: Click “Manage Database” from the main menu and select “Data Wizard” from the main menu.
Step 2: Select the preferred job type from the list and click your adder of choice from the list.
Step 3: Click “Next”.
Step 4: Select the adder and territory from the dropdown and click Download to view the existing roof adder pricing. Additionally, you can get a sample adder pricing document. Click “Choose File” to select your preferred file to upload.
Step 5: Fill out all the mandatory information.
Step 6: Scroll down and click “Next”.
Step 7: Click “Import”.
Step 8: