Why This Matters

Custom fields let you capture exactly the data your business needs. Setting them up correctly means your team always has the right information at their fingertips, reducing back-and-forth and keeping projects on track.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Access "Settings" from the top-right menu.

Step 2

Select “Public Proposal” from the left-hand panel.

Step 3

Click on the "Edit" icon.

Step 4

Toggle the required field option "On or Off" according to your preference.

Step 5

Click “Update” to save your changes.

Step 6

When enabled, ared asterisk (*)will appear next to the field, indicating it is mandatory for customers and leads..Related ArticlesHow to Enable and Set the “Required Document to Convert a Proposal to a Project” Setting?How to Enable Required Actual Data for the Consumption ProfileHow to Create a LeadHow to Enable Insurance for Roofing JobsHow to Enable SubHub Sign Optional Fields in Navigation

Real-World Example

💡 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.

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 the correct permissions enabled.
Changes not saving	Refresh your browser and try again. Check your internet connection.
Feature not working as expected	Clear your browser cache or try a different browser. Contact support if the issue persists.

Change Log

Date	Change
May 2026	Rewritten for clarity; simplified language for non-technical contractors; added images and troubleshooting.