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How To Add A Product Information File To Roofing Material Details

Why This Matters

Attaching product information files to roofing materials gives your team easy access to specs, warranties, and installation guides. Everything they need in one place.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Users can attach a product info file to the roofing material’s detail page.

Step 2

Once attached, this product info file will appear as a hyperlink with the public proposal, which customers can view.

Step 3

Follow the steps below to see how you can add the product information file.

Step 4

Step 1: From the main menu, go to “Manage Database” and select “Database”.

Step 5

Step 2: Click on “Roofing” and from the dropdown, select “Materials”.

Step 6

Step 3: In the material types, select “Composite” under “Composite”.

Step 7

Step 4: Choose a brand to view its details, then click "Show Details”.

Step 8

Step 5: Select the material and click on the “Click to View Detail” icon.

Step 9

Step 6: Click on “Edit”.

Step 10

Step 7: Click on the “PDF document” icon to add the “Product Info File”, and then click "Update" to save the 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.


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