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.

From the left-hand panel, open the“Manage Database” dropdown and select“Database.”

Click“Additional” and choose“Automations.”

Select“Add” to create a new automation.

Enter the automationTitleand click“Next.”

Choose“Project.”

Select theJob Typeand click“Start Now.”

Click“Add Start Trigger.”

Select“When Field Updated.”

From the dropdown, choose theField Valueyou want to track.

Enter a field value if required, then click“Save.”

After configuring the trigger settings, click“Automation Ends Here.”

From the tabs, select“If/Else” condition.

Click“Add Condition.”

From the dropdown, choose“If Field Value.”

In theSelect Fielddropdown, choose“State.”

In theSelect Operatordropdown, select“In”(or“Not In” based on your requirement).

In theField Valuesection, you will now see multiple state options with checkboxes. Select the states you want to include.

Click“Save.”

Once your automation setup is complete, click“Launch” to activate it. Related ArticlesHow to Set Up AutomationsHow to Add Task TemplatesHow to Edit an Automation with Multiple TriggersHow to Add Roofing AddersHow to Trigger Automations for Attachments Uploaded

💡 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.