Why This Matters

Adding HVAC customers is the first step in your sales process. A complete customer record means better proposals and smoother communication.

What You'll Need

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

Step-by-Step Instructions

Step 1

This article walks you through the process of adding a new HVAC customer to your SubcontractorHub account.

Step 2

Whether you're creating a fresh customer profile or organizing existing ones by job type, this guide makes it easy to get started and keep your HVAC pipeline organized.

Step 3

Follow the steps below to add an HVAC customer.

Step 4

Step 1:From the main menu, go to the“Customers” tab and click“New Customer”.

Step 5

Step 2:Enter the customer’saddress, firstandlast name, emailandphone number.

Step 6

Step 3:Select“HVAC” from the“Job Type” dropdown.

Step 7

Step 4:Click“Create customer”.

Step 8

Note:You can view your existing HVAC customers using the“HVAC” filter in the“Customers” tab.

Step 9

Related ArticlesHow to Add a Roofing CustomerHow to Add HVAC AddersHVAC Database WalkthroughHow to Set Up Stages for Your HVAC ProjectHow to Add HVACS.

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 Add An Hvac Customer