Why This Matters
Setting up a new office from scratch takes time. Cloning an existing office copies all your carefully configured settings, saving hours of setup work and ensuring consistency across your locations.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
From the left-hand navigation menu, click “Customers” and select an existing customer with a solar proposal.
Step 2
On the customer details page, click “New Proposal”.
Step 3
In the “Add Proposal” form, confirm the address and required fields, then select either “Solar” or “Roofing” under Job Type.
Step 4
Locate the “Copy Proposal” field and choose the existing proposal ID from the dropdown list that contains the design you want to reuse.
Step 5
Click “Create Proposal” in the upper-right corner.
Step 6
After the proposal opens, verify that the design has been copied by reviewing the layout and panels in the design view.
Real-World Example
💡 A growing contractor opens their third location and clones the settings from their flagship office. In minutes, the new office has all the same stages, roles, and automation rules — ready to start taking on projects.
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. |