Why This Matters
This feature helps streamline your daily operations in SubcontractorHub. Setting it up correctly saves your team time, reduces manual work, and keeps your projects running smoothly from start to finish.
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" object from the left-hand side menu.
Step 2
Besides every customer, you will see a proposals button. For your respective customer, click on the"Proposals" button.
Step 3
On the customer's Proposals page, you will see all the proposals you have created. Under every proposal you shall see the"View Proposal" and"View Detail" buttons. To edit the proposal, click on the"View Detail" button and all details of the proposal shall be visible.
Real-World Example
💡 A home services contractor uses this feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.
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. |