Why This Matters

Sometimes you need to create a project by hand — maybe for a referral or a special situation. Manual project creation gives you that flexibility when automation doesn't fit.

What You'll Need

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

Step-by-Step Instructions

Step 1

If you need to manually create a project (for customers that did not go through Sales Velocity/Design in SubcontractorHub) you can follow these steps.

Step 2

Step 1:Navigate to “Manage Projects” and select “Projects”Step 2:Click"Add Projects.

Step 3

"Step 3:Fill out the following: basic information, project information, address information, finance data, and custom fields (if required).

Step 4

Note:Users can only select adders and panels for a manual project based on the selected installer.

Step 5

Step 4:Click on the “Save” button to add the project file.

Step 6

The project will default into the first "Stage".

Step 7

You can now go into the project and update any fields necessary, upload attachments, assign tasks, etc.

Step 8

Note:If you have created a custom job type in the database, you can select it from the “Job Type” dropdown.

Step 9

Step 1:Click on the dropdown.

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: How To Manually Create A Project