This feature helps streamline your daily operations in SubcontractorHub. Setting it up correctly saves your team time, reduces manual work, and keeps your projects running smoothly from start to finish.

Navigate to“Manage Database” from the main menu on the left and select“Database”.​

Open the“Solar System” dropdown and select“Adders”.​

Choose the specific adder for which you want to enable the auto-add functionality. Click the“View Detail” icon.

Click on the“Edit” button.

Click on the checkbox next to"Auto Add" to activate the Auto Add functionality for the selected adder.​

You can add the conditions for Auto Add by selecting your preferred state, territories, the adder's distance from the warehouse and zipcode. Zipcodes can be entered manually in the“Zipcodes” field or uploaded from a CSV file by clicking“Import”.Note:Based on the adder’s distance from the warehouse, additional fees may apply to the proposal’s pricing. Distance thresholds from warehouses and the applicable charges can be set up in the database by your organization’s admin.

Auto Add can also be set up based on system size, county, utility and other factors.​

Scroll up and click“Update”.​​Once the"Auto Add" functionality is enabled for the adder, it will automatically be included in your proposal whenever the system detects the zip codes associated with the customer's address. This streamlines the proposal creation process, ensuring that relevant add-ons are automatically included based on the customer's location.

💡 A home services contractor uses this feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.