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Hvac Database Walkthrough

Why This Matters

The HVAC database is your control center for equipment, pricing, and settings. Understanding it gives you full power over your HVAC operations.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Looking to quickly navigate the HVAC database in SubcontractorHub? This walkthrough guides you through accessing and understanding key database modules.

Step 2

Use this guide as a starting point to efficiently manage your HVAC data.

Step 3

Follow the steps below to find the information you require within SubcontractorHub’s database.

Step 4

​Step 1:Navigate to “Manage Database” in the main menu and locate the “Database” tab.

Step 5

​Step 2:The menu on the left-hand side includes all modules of the database.

Step 6

​HVACThe HVAC module includes: Adders, Discounts, HVACS Types, and HVACS.

Step 7

​​CategoriesThis module includes the HVAC Adder Categories.

Step 8

ManufacturersThis module includes HVAC Manufacturers.

Step 9

​InstallationThis module includes Task Templates, Site Survey Photos, Installation Photos, Site Survey Questions, and Tracking Fields for HVAC.

Step 10

​StagesThis module includes the different HVAC Job Stages.

Pro Tips

  • 💡 HVAC tip: Keep your equipment database current with the latest models and pricing.

  • 📋 Document everything: Notes and photos help if warranty questions come up later.

  • 🔄 Automate when possible: Set up automations to handle repetitive HVAC workflow steps.

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.

HVAC equipment not showing

Verify that the HVAC unit is added to your database and has pricing configured.


Last updated: 2026-05-15 · Source: Hvac Database Walkthrough

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