Why This Matters

Finding the right customer or record quickly saves your team valuable time. Filters let you zero in on exactly who you need — whether it's a specific customer, lead status, or date range — so you spend less time searching and more time selling.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Go to“Customers” from the main menu.

Step 2

Click the“Filter by Status” dropdown and choose from the following options:All:View all customers. Enabled:View only active (enabled) customers. Disabled:View only inactive (disabled) customers. Filter Customers by Sales RepYou can also view customers assigned to a specific sales representative.

Step 3

Go to“Customers” from the main menu.

Step 4

Click the“Filter by Sales Rep” dropdown and select the desired sales representative to view their assigned customers.

Real-World Example

💡 A sales manager filters their customer list by zip code and install date to quickly find all customers in a specific area who completed installs last quarter — perfect for planning a referral campaign.

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.