Why This Matters

The customer portal is your customers' window into their project. Understanding how they access it helps you provide better support and set proper expectations.

What You'll Need

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

Step-by-Step Instructions

Step 1

Subcontractor Hub offers a free Customer Portal for organizations that use the Project Management features.

Step 2

This customer portal connects to the Project object and is used to give customers visibility into their job progress and avenues to connect back to assigned team members.

Step 3

When a Customer is converted into a project, you can automate a designed email to go out to the Customer with their portal information.

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 Do Customers Get Their Customer Portal