Why This Matters
Generic job type proposals let you handle non-standard work through SubcontractorHub. This keeps all your business in one place instead of juggling multiple systems.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
AGenericjob type can be selected during proposal creation.
Step 2
This option allows you to proceed with proposal setup, including adders and financing.
Step 3
Follow the steps below to create a generic proposal:Step 1:Click“New Proposal.
Step 4
”Step 2:Enter the required address details, then click the“Job Type” dropdown and select“Generic.
Step 5
”Step 3:Click“Create Proposal.
Step 6
”Step 4:Scroll down to the "Adders" section andclick“Choose Adders.
Step 7
”Step 5:Select the adders you want to include, then click“Done.
Step 8
”Step 6:Go to the“Financing” section.
Step 9
“Cash” will be selected by default, then click“Finalize.
Step 10
”Step 7:Click“View Proposal” and review the proposal details.
Additional Screenshots
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 Generic Job Type Proposal