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How to Edit Materials in Bulk Inside Roofing Proposal?

Why This Matters

Getting your roofing details right means more accurate proposals, cleaner BOMs, and fewer surprises on the jobsite.

The bulk edit feature for materials in roof proposals lets you update multiple roofing materials at once instead of editing each item one by one. When a roof proposal includes several materials, making individual changes can take extra time and increase the chance of missed updates. With bulk edit, you can select the materials you need to update and apply changes together, helping your team move faster, keep proposals accurate, and reduce manual work. Follow the steps below to edit materials in bulk within roofing proposals. ​

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Click "Customers" on the main menu.

Step 1 - How to Edit Materials in Bulk Inside Roofing Propos

Step 2

Select the preferred customer from the list.

Step 2 - How to Edit Materials in Bulk Inside Roofing Propos

Step 3

Click "View Detail" on the proposal card.

Step 3 - How to Edit Materials in Bulk Inside Roofing Propos

Step 4

Click "Materials".

Step 4 - How to Edit Materials in Bulk Inside Roofing Propos

Step 5

Click the "Bulk Edit" button.

Step 5 - How to Edit Materials in Bulk Inside Roofing Propos

Step 6

Select the "Name", "Material Type", and the rows to edit. After selecting, click the "Apply Bulk Edit" button.

Step 6 - How to Edit Materials in Bulk Inside Roofing Propos

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 Edit Materials in Bulk Inside Roofing Proposal?

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