Why This Matters

Getting this feature set up correctly saves you time and reduces errors in your daily workflow. Let's walk through it step by step so you can get back to running your business.

The Sales Concierge Queues setting allows sales concierges to be assigned automatically when a project is created. When enabled, the system uses round robin assignment based on the queue setup, helping ensure that each new project has an assigned sales concierge. Follow the steps below to set up Sales Concierge Queues.

What You'll Need

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

Step-by-Step Instructions

Step 1

Go to "Settings."

Step 2

Select "Sales Concierge Queues."

Step 3

Click the "Edit" button.

Step 4

Toggle on "Enable Sales Concierge Round Robin."

Step 5

Click "Add Queue."

Step 6

Add the required information, such as Queue Name, Type and Users. Note: If you select "Day/Night" as the Type, the Sub Type field is required. Select either Day or Night from the dropdown. Note: If you select "Geolocation" as the Type, you must either enter the ZIP codes manually or upload a CSV file.

Step 7

Click "Save."

Step 8

Click "Update" to save changes. Note: When this setting is enabled, the assigned sales concierge will appear in the Owner and Team Info tab of the project details page. Users with edit permission can manually change the assigned sales concierge from the project page.

Additional Screenshots

These additional screenshots show the complete workflow:

Pro Tips

💡 Pro tip: Bookmark this page for quick reference when you need a refresher.
📱 Works on mobile: Access this feature from your phone or tablet when you're in the field.
🔄 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.

Last updated: 2026-07-23 · Source: How to Set Up Sales Concierge Queues