Why This Matters
Keeping your projects organized and moving through stages smoothly is key to running an efficient operation. This feature helps your team stay on track, reduces manual updates, and ensures nothing falls through the cracks.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
Go to customer section from the navigation menu and click on the"Proposals" button for the respective customer. Click on "View Details" for the desired proposal. Once you are in the proposal details page, the proposal stages shall be visible at the top of the page as shown in the image below:
Step 2
To set any stage as the current stage, click on the proposal stage, then click"Yes".
Real-World Example
💡 A project manager adds a 'Permit Submitted' stage to their workflow. Now the whole team can see exactly where each project stands in the permitting process at a glance.
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. |