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How to Auto Add Discounts for Specified Region?

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.

Discounts make sure the job types are affordable for homeowners. As a result, it becomes easy for the contractors to close deals. Using this feature, adding specific discounts to proposals of specified regions becomes automated. This ensures that no attractive discounts are missed while creating a proposal. Follow the steps below to auto add discounts to proposals of specified regions.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Click "Manage Database" and select "Database" from the dropdown.

Step 1 - How to Auto Add Discounts for Specified Region

Step 2

Click "Solar System" and select "Discounts" from the dropdown. You can also select from other job types, which include HVAC, roofing, and home improvement.

Step 2 - How to Auto Add Discounts for Specified Region

Step 3

Click "+Add".

Step 3 - How to Auto Add Discounts for Specified Region

Step 4

Fill out all the important information and click the Auto Add check box. This will add the discount to every proposal created in the region specified. Click "+Add" to save the discount.

Step 4 - How to Auto Add Discounts for Specified Region

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 Auto Add Discounts for Specified Region?

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