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.

ClickAdd Triggers.

Select aTriggerfrom the new tab.

ClickAutomation Ends Here.

SelectWait/Delayfrom the new tab.

Enter the number ofHours/Days/Minutesfor the delay and clickSave.

Click the+icon.

From the new tab, selectJump To.

Enter the number ofRepeatsyou want and clickSave.

Select theAction/Triggerwhere you want the jump to point. Note: Jumps can currently only be directed toWait/Delayactions. If there are multiple wait actions, you can choose which one the jump should go to.

ClickLaunchto save your automation flow. Related ArticlesHow to Set Up AutomationsHow to Edit an Automation with Multiple TriggersHow to Trigger Automations for Attachments UploadedHow to Enable Automations for Task ModulesHow 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.