Why This Matters

Enabling insurance features for roofing jobs unlocks tools designed for storm damage and restoration work. Set it up to keep insurance projects organized.

What You'll Need

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

Step-by-Step Instructions

Step 1

Admins can enable insurance tracking for roofing jobs by turning on a dedicated setting.

Step 2

When enabled, the system allows sales reps to capture an insurance claim number for insured roofing jobs when creating proposals and adding new customers.

Step 3

The setting also adds an insurance-specific stage to the roofing project workflow.

Step 4

This setting is required before sales teams can use insurance fields in roofing proposals.

Step 5

Follow the steps below to enable insurance for roofing jobs.

Step 6

Step 1:Click your profile icon in the top-right corner and select “Settings”.

Step 7

Step 2:From the left-hand settings menu, click “Public Proposal”.

Step 8

Step 3:Click the “Edit” icon in the “Public Proposal” section.

Step 9

Step 4:Scroll down to locate the “Enable Insurance Roofing Jobs” setting and turn the toggle on.

Step 10

Step 5:Click “Update” to save your changes.

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 Enable Insurance For Roofing Jobs