Why This Matters

Keeping your projects organized and moving through stages smoothly is key to running an efficient operation. This feature helps your team stay on track, reduces manual updates, and ensures nothing falls through the cracks.

What You'll Need

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

Step-by-Step Instructions

Step 1

From your dashboard, locate theprofile iconin the upper-right corner. Click it, then select “Settings” from the dropdown menu.

Step 2

In the Settings panel, scroll or navigate to find the “Welcome Call” section where post-install call preferences are managed.

Step 3

Next to the Welcome Call section, click on the "Edit icon" to begin making changes.

Step 4

Use thetoggle switchto enable or disable the feature according to your organization’s needs. Once done, click "Update" to apply and save the changes. Related ArticlesHow to Enable and Set the “Required Document to Convert a Proposal to a Project” Setting?How to Set Up Sales to EPC ChatSubcontractorHub Welcome Call FeatureHow to set up SCH Welcome Call for Integrated Organizations?How to Enable Show Installer Contribution Dropdown

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.