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How To Select Project Fields For Multiple Stages

Why This Matters

Keeping your projects organized and moving through stages smoothly is key to running an efficient operation. This feature helps your team stay on track, reduces manual updates, and ensures nothing falls through the cracks.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

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

Step 2

Go to “Stages” and click “Project Fields & Stages”.

Step 3

Now, click “Stages” and select the job type.

Step 4

From the “Available Fields” column, you can drag and drop the required fields to any stage you want. Note:A single field can be added to multiple stages; however, it can be editable in only one stage. In all other stages, the field will appear in read-only mode.

Step 5

Click " yes" if you want to keep it as ready-only.

Step 6

If you want to make that field editable in a specific stage, click the edit icon next to “Readonly”.

Step 7

Select the “Editable” checkbox and then click “Update”.Note:This feature is available in the new project stages flow. You can now hide or unhide specific project fields directly fromProject Field Settings. Related ArticlesHow to Update Project Stages?How to Set Dependent Fields for Job Stages?How to Add and Edit Proposal Stages?Lookup for Job StagesProject Stages

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.

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