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 the “Customers” tab.
Step 2
Click the “Start date- End date” box.
Step 3
Select the Start and End dates. You will now be able to see all the customer records between the selected date range.
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. |
Change Log
Date | Change |
May 2026 | Rewritten for clarity; simplified language for non-technical contractors; added images and troubleshooting. |