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How To Resend Customer To Podio

Why This Matters

Sending contracts quickly and correctly is the final step to closing a deal. Getting this process right means faster signatures, fewer errors, and a more professional experience for your customers.

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, go to the“Customers” tab and select the customer you want to qualify with SOLRITE.​

Step 2

Click"View Detail" on your proposal card.

Step 3

Click on the “Send Event” button on the top right section of the page.

Step 4

Select the event you want to re-send to Podio from the drop-down list.

Step 5

Click “Send” to resend to podio.*You will not be able to send an event if your customer has already moved stages to Closed Won Document Signed or if the customer has signed contracts.

Real-World Example

💡 A home services contractor uses this feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.

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.

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