Why This Matters
When designing with SubcontractorHub design tools, sales reps can choose which data sources are used. Setting up the Design Approval feature ensures that based on the data source used, some designs will require approval before the proposal can be financed.In the AI-Assisted design tool, sales reps can switch between several modes:Default, Nearmap + NREL (Assisted Design)andNearmap + NREL (Manual Design).
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
From the main menu, click your organization’s profile and select “Settings”.
Step 2
Navigate to “Design Tool Settings” and click the "Edit" icon.
Step 3
In the “Design Approval Email Notifications” field, enter the email address of the user who will approve the design.
Step 4
Click “Update” to save your changes.
Step 5
From the main menu, open the “Users & Roles” dropdown and select “User Profiles”.
Step 6
Locate the user profile that you want to give permission to use design approval, and click the “View Detail” icon.
Step 7
Select “Design Approval Request” from the list of permissions.
Step 8
Toggle permissions to allow the user profile toview the list of design approval requests,view design approval requestsandedit requests.
Real-World Example
💡 A solar contractor uses the set up design approval so nothing gets built without sign-off feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.
Pro Tips
Start small: Test this feature on one project before rolling it out company-wide.
Need help? Contact SubcontractorHub support — they're always happy to walk you through it.
Bookmark this guide: Come back anytime you need a quick refresher.
Troubleshooting
Problem | Solution |
Setting doesn't appear | Make sure you have admin access and refresh your browser |
Changes don't save | Check your internet connection and try clicking Save again |
Feature looks different | Your organization may be on a different plan — contact support |
Change Log
Date | Change |
May 2026 | Rewritten for clarity; simplified language for non-technical contractors |