Why This Matters

Filtering your HVAC customers helps you find exactly who you're looking for. Search by status, location, or project type to save time.

What You'll Need

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

Step-by-Step Instructions

Step 1

Follow the steps below to filter customers using the List View feature.

Step 2

Step 1:From the main menu, go to the“Customers” tab.

Step 3

Step 2:Open the“List View” dropdown and select the filter you want to apply.

Step 4

You will now see only the customers that match your selected filter.

Step 5

New filters can be created by opening the menu on the right of the“List View” dropdown and selecting“Create New”.

Step 6

Related ArticlesHow to add HVACS to your Database?How to Add an HVAC CustomerHow to Select Multiple Categories for HVACsHow to Add Water Filter Equipment to Your DatabaseHow to Filter Customers.

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: How To Filter Your Hvac Customers