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.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
From the main menu, click your organization’s profile and select “Settings”.
Step 2
Under “Settings”, scroll down to find “Project Settings”.
Step 3
Click the “Edit” icon.
Step 4
Hover over “Stages Automated” setting and click the toggle to switch it on.
Step 5
Click “Update” to save the setting.
Real-World Example
💡 A project manager adds a 'Permit Submitted' stage to their workflow. Now the whole team can see exactly where each project stands in the permitting process at a glance.
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. |