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How To Create Categories And Bulk Import

Why This Matters

Creating categories and bulk importing saves you from entering materials one by one. Get set up quickly so you can focus on actual work.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Step 1: Create Categories And Bulk Import

Step 2

Step 2: Create Categories And Bulk Import

Step 3

Step 3: Create Categories And Bulk Import

Step 4

Step 4: Create Categories And Bulk Import

Step 5

Step 5: Create Categories And Bulk Import

Step 6

Step 6: Create Categories And Bulk Import

Step 7

Step 7: Create Categories And Bulk Import

Step 8

Step 8: Create Categories And Bulk Import

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 Create Categories And Bulk Import

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