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.

With the test data toggle, users can create customers without affecting billing or real data. This means sales reps can try out features, experiment with projects, and explore new workflows without any risk. Test customers won't appear in webhooks, keeping your real systems clean and your team free from accidental errors. It's a simple way to make testing safe, fast, and stress-free. Follow the steps below to use test data toggle.

What You'll Need

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

Step-by-Step Instructions

Step 1

Click "Customers" from the main menu.

Step 2

Click "New Customer".

Step 3

Fill out all the important information.

Step 4

Scroll down to locate Test Data toggle and turn it on.

Step 5

Scroll up and click "Create Customer".

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 Use Test Data Toggle While Creating a Customer?