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
Go to “Settings”.
Step 2
Scroll down to “Task Template Queues” and click the “Edit” button.
Step 3
Turn on the “Enable Task Templates Round Robin” toggle and click the “Add Queue” button to add users to the queue.
Step 4
Type theQueue Name, Type, Sub Type, andUsers. Click “Save”.
Step 5
Click “Update” to save the changes.
Step 6
Click “Manage Database” from the main menu and select “Database” from the dropdown.
Step 7
Click “Installation” and then “Solar System”. Select “Task Templates” from the dropdown.
Step 8
Click “Add”.
Step 9
Provide a “Subject” name and select “Role” from the “Assign To” options. Subsequently, select therole, stage, andother details. Click “Add” once you have filled out all the information. The task will be assigned to the user, who is next in line, using theRound Robin logic.
Real-World Example
💡 A contractor uses grouped checkboxes in their contract template so customers can select which add-ons they want with simple check marks — making the signing process quick and error-free.
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. |