Why This Matters
Sending offers to installers is how you kick off the installation process. A clear offer means fewer misunderstandings and smoother projects.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
Step 1: Send An Offer To An Installer
Step 2
Step 2: Send An Offer To An Installer
Step 3
Step 3: Send An Offer To An Installer
Step 4
Step 4: Send An Offer To An Installer
Step 5
Step 5: Send An Offer To An Installer
Step 6
Step 6: Send An Offer To An Installer
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. |
Materials not showing | Check that materials are properly set up in your roofing database with pricing enabled. |
Last updated: 2026-05-15 · Source: How To Send An Offer To An Installer