Why This Matters
Holdbacks help you track payments that are being held until project milestones are met. Managing them properly means you always know exactly where your money stands on every job.
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"Hold Backs."Note:The holdback list becomes visible only after aCustomer Experience Manager (CXM)has enabled holdbacks for your organization.
Step 2
Click"+ Add Holdback."Enter the required information, such as"Country," "State," and"Holdback (PPW)," then click"+ Add."
Step 3
To review changes made to a Holdback, click"View History."This displays the history of updates for that holdback entry.
Real-World Example
💡 An operations manager tracks holdbacks on all their commercial projects, giving their accounting team a clear view of expected payments and improving cash flow forecasting by 25%.
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. |