Why This Matters

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.

What You'll Need

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

Step-by-Step Instructions

Step 1

SelectDatabasefromManage Database.

Step 2

ClickAdditionaland then selectAutomations.

Step 3

ClickAdd.

Step 4

Enter aTitlefor your automation and selectNext.

Step 5

SelectTaskand clickNext.

Step 6

Choose theJob Typeand clickStart Now.

Step 7

ClickAdd Triggerto begin setting up your automation.

Step 8

Select aTriggerfrom the new tab according to your requirements.

Step 9

ClickAutomation Ends Here.

Step 10

Choose the desiredActionfor your automation, such asSend an Email, Send a Text/SMS, or other available options.

Step 11

ClickLaunchto save and activate your automation. Related ArticlesHow to Set Up AutomationsHow to Enable Jump to Trigger for Repetitive AutomationsHow to Set Up Change Order Triggers for Proposal and Project Module AutomationHow to Automate Task Assignment Using the Round Robin Method?How to Automate SubHub Signing?

Real-World Example

💡 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.

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.