Why This Matters

Setting up stages for HVAC projects creates a clear path from sales to installation. Well-defined stages keep your team organized and on schedule.

What You'll Need

Streamlining your HVAC project stages has never been easier.

This article provides a quick overview of how to manage and customize HVAC job stages within the SubcontractorHub database.

From naming to organizing, each stage helps structure your workflow more efficiently.

With clear visibility and control, your project progress stays organized and easy to track.

Use this guide as a reference whenever you need to update or review your HVAC stages.

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

Step 2:Locate and click on the “Stages” tab on the left-hand side.

Step 3:Click on “Job Stages” and select which “HVAC Job Stages”.

Step 4:Click “+ Add" button to add a new stage for your HVAC project.

Step 5:Enter the name of the stage and click “Save”.

💡 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.

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.