This feature aims to enhance the sales organization's review process. Admins will need to request super admin to enable the project review settings. Email addresses can be added in project settings by the admin to get review emails for projects. Once a proposal is 'Closed Won Documents Signed”, an email is sent to the designated reviewer for project assessment. Review conditions can be customized in the database, ensuring thorough verification when all criteria are met. How to set up the layout and custom fields for Project Review?

Locate the “ManageDatabase” tab on the left-hand side and click "Database".

Click the “Page Layout” tab on the left-hand side.

Click “Custom Field”.

Click “Review Project”.

Click “Add” on the top right corner

Add the details for a new custom field with its label, job type, and type. Click “Save”.Note:In the“Label” field, enter the name of the field (e.g.,Design Review).The“Key” will automatically generate. The key is a unique identifier used to collect and store data in SubcontractorHub’s backend.To make the field obligatory (marked with a red asterisk), select“Yes” in the“Is Required” dropdown; otherwise, select“No”.Select the field type in the“Type” dropdown. Types include text, text area (a larger text box), file, dropdown (in which you can add dropdown options), date and time, number or currency.In the“Predefined Values” dropdown, you can select a value, which will autofill your custom field. Predefined values vary greatly, allowing you to pull data ranging from the contact name to the percentage of the contract price. You can select a dependent field from the“Dependent Field” dropdown. Dependent fields let you control which fields appear within the review process. This helps streamline review workflows and ensures that teams only see relevant information.

Now click on “Layouts” from the Database and select the layout for “Review Project”.

Click “Add” on the top right corner.

Add the basic information about the layout and select “Next”.

Click “Add” next to the custom section to create your project review section.

Add the "Section Name".

Drag and drop your custom field to the custom section and click “Save” to complete the project review page layout. How to review a project as a project reviewer?

Locate your project in the “Review Project” Tab.

Scroll down to the “Review Project” option on your Project detail page.

Click on the “Edit” button next to the review field.

In the dropdown menu of each review field, you can pass, fail, or flag based on your assessment. You can also provide comments about the outcome of your review.

Click “Save” to forward your review to the project owner. Related ArticlesHow to Set Dependent Fields for Job Stages?Project Page LayoutCustomer Page LayoutHow To Create A Custom Leads Page LayoutHow to Add Multiple-Inputs in Custom Fields of a Project

💡 A solar contractor uses the set up quality control reviews for sales and epc projects feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.