Why This Matters

Water filter job proposals help you expand into home services beyond solar. Getting these proposals right means you can offer more value to your existing customers.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

SubcontractorHub users can create proposals for the Water Filter job type.

Step 2

Follow the steps below to build a proposal for water filters.

Step 3

Step 1:From the“Customers” tab, click“New Customer”.

Step 4

Step 2:Fill out the customer’s information and select“Water Filter” in the“Job Type” dropdown.

Step 5

Click“Create Customer” to save.

Step 6

Step 3:You have now generated a proposal card.

Step 7

Click“View Detail” to enter the proposal builder.

Step 8

Step 4:Choose a water filter from the available options.

Step 9

Click“Select” to finalize.

Step 10

Step 5:If your proposal requires additional equipment, scroll down to the“Adders” section, click“Choose Adders”, select your adders and click“Done”.

Pro Tips

💡 Save time: Set up templates for your most common proposal types so you can reuse them.
📱 Mobile tip: Most Sales Velocity features work on mobile too — perfect for when you're on-site.
🔄 Stay organized: Use consistent naming conventions for proposals and customers.

Troubleshooting

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.

Last updated: 2026-05-15 · Source: How To Create A Water Filter Job Proposal