Automations are one of the biggest time-savers in SubcontractorHub. Instead of manually handling repetitive tasks, you can set up triggers that do the work for you — so your team can focus on closing deals and completing installs instead of clicking buttons.

Navigate to your automation dashboard where all existing automations are listed. Find the specific automation you want to test, and click “Edit” to open its configuration.

From the dropdown menu, select “Edit.”

Once inside the edit mode, locate the “Run Test” button in the top-right corner of the screen. This button initiates the test process.

After clicking the button, a new tab will appear that allows you to patch sample data into the automation. You can eitherselect a datasetfrom the dropdown ormanually searchfor specific data records to run the test against.

If theautomationis configuredcorrectlyand the test runssuccessfully, the “Automation Ends Here” step will turngreen, indicating that the automation completed its flow without any errors.

If theautomation is misconfiguredand the test runfails, the “Automation Ends Here” step will be highlighted inred, indicating that errors occurred during the automation process. Related ArticlesHow to Set Up AutomationsHow To Map Enfin Equipment?How is a Project Created?How to Trigger Automations for Attachments UploadedHow to Set Up Change Order Triggers for Proposal and Project Module Automation

💡 A roofing contractor sets up this automation to automatically notify the project manager whenever a key event happens — saving 30 minutes per project and ensuring nothing slips through the cracks.