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
While selecting an action to trigger an automation, click on"Tags" from the menu.
Step 2
In the"Add Tags" field, select the tags you wish to include in the automation from the dropdown.
Step 3
In the"Remove Tags" field, select the tags you wish to remove from the automation.
Step 4
Click on"Save" to finalize your changes. Related ArticlesHow to Set Up AutomationsHow to Edit an Automation with Multiple TriggersHow to Select Multiple States in Automation ConditionsHow to Add a Project Workflow Stage?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. |