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 main menu, go to “Database” under “Manage Database”.

Open the “Additional” drop-down and go to “Automations”.

Click on the “+Add” icon on the right to add a new automation.

Name your automation and click “Next”.

Select “Appointments” and click “Next”.

Choose your preferred job type and click “Start Now!”. You can choose any of the following: roof, solar, HVAC, battery, generator, or water filter.

Click “Add Start Trigger(s)”.

Click on “When Field Updated”.

Select the field from the drop-down menu and click “Save”.

After saving, proceed to the next steps to complete your automationRelated ArticlesHow to Navigate SubcontractorHub’s DatabaseHow to Add Site Survey Label Based on Finance PartnerNovember 4th 2025 ReleasesHow to View Price Information HistoryHow to Set a Reminder for Appointments in the Lead, Project, and Customer Modules

💡 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.