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 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 3
Click "+Add".
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.
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?