Why Does This Matter?
Instead of relying on the same predefined list of roofing types for every proposal, you can customize the existing roofing type list to match everyone’s requirement. This gives your team the flexibility to include only the roofing types you actually use, making proposals faster to create, easier to manage, and more accurate for every customer.
What You Will Need
Access to SubcontractorHub Platform.
Step-by-Step Instructions
Step 1: Click “Manage Database” from the main menu and click “Database” from the dropdown.
Step 2: Click “Roofing” and select “Existing Roofing Types” from the dropdown.
Step 3: Click “+ Add” to add a new roofing type to the list.
Step 4: Provide a label and value for the roofing type.
Step 5: The roofing type will be added to the existing roof types database.
Step 6: Once added, it will replace the default roofing types list in the proposal.