Why This Matters

Getting site surveys scheduled quickly keeps your projects moving forward. The faster you get eyes on a property, the faster you can close the deal and start work.

What You'll Need

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

Step-by-Step Instructions

Step 1

Scheduling appointments via SubcontractorHub helps you streamline project management, ensuring coordination with your customer, service provider, and other suppliers.

Step 2

Step 1: Navigate to the "ManageProjects" tab and click "Projects.

Step 3

"Select your project.

Step 4

Step 2:Click on “Appointments” just below the project stageStep 3:The 'Appointment Type' filters are color-coded, aiding users in quickly viewing the day's appointments.

Step 5

You can filter your appointments by selecting a background color.

Pro Tips

💡 Stay on top of things: Check your project dashboard at the start of each day to see what needs attention.
📋 Document everything: Add notes and photos as you go — future you will thank present you.
🔄 Automate when possible: Pair this feature with automations to save even more time.

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: Schedule Appointments