Why This Matters

Filtering your roofing customers helps you find exactly who you're looking for. Whether by status, location, or project type, filters save you time.

What You'll Need

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

Step-by-Step Instructions

Step 1

Click "Customers" on the main menu.

Step 2

Filter Your Roofing Customer.

Note: Roof Retail and Roof Insurance are now available as filters on both the Customers page and the Projects listing page. Roof Retail filters customers paying directly for their roofing project, while Roof Insurance filters customers whose roofing project is being processed through an insurance claim, making it easier to manage both customer types separately.

Pro Tips

💡 Roofing tip: Double-check your material quantities before ordering — measure twice, order once.
📋 Stay organized: Keep your roofing customer records up to date for faster proposals.
🔄 Automate when possible: Pair this feature with automations to reduce manual work.

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 Filter Your Roofing Customer