Why This Matters

Keeping your database up to date with the right equipment and settings is essential for accurate proposals and smooth project workflows. When your database reflects what you actually install, your team saves time and avoids costly mistakes on every job.

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, open the“Manage Database” dropdown and click“Database”.

Step 2

Navigate to “Documents” and click “Forms”.

Step 3

Click “Add”.

Step 4

Enter the “Label”.

Step 5

Select fromusers, customer, rolesorcustom emailyou want to send the email to.

Step 6

Select the specificusers.

Step 7

Click “Save”.You can edit the details to modify the form. Related ArticlesHow to Add Adders?How to add HVACS to your Database?Customer Page LayoutHow to Add Generator Equipment to Your DatabaseHow to Add Canada Territories in the Database

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.