Why This Matters
Keeping customer information accurate and up to date is essential for smooth project delivery. Whether a customer moves, changes their phone number, or updates their email, making quick edits keeps your records clean and your communication on point.
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.
Step 2
Click “Proposals” within the “Actions” section.
Step 3
Locate and click on the “Customer Information” bar.
Step 4
Click on the"Edit" icon.
Step 5
Make the required edits, then click “Update”.Updating Customer Information Inside the Proposal
Step 6
Click“View Detail” on the proposal card.
Step 7
Click the“Customer Info” tab on the left.
Step 8
Click the “Edit” icon.
Step 9
After the edits are complete, click "Save”.
Real-World Example
💡 A project coordinator updates a customer's email address after they switch providers. Now all project updates and invoices go to the right inbox — no more bounced emails.
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. |