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How to Set Up Show Dealer Fee on Proposal Finance Dropdown

Why This Matters

A dealer fee is a financing charge paid by the contractor to the lender, typically passed along to the homeowner as part of the loan. In SubcontractorHub, admins can choose whether or not this fee appears when selecting manual entry finance options within proposals. Follow the steps below to configure the “Show Dealer Fee” setting for each lender in your database.

​ Step 1: From the main menu, go to “Manage Database"and select"Lenders”.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

How to Set Up Show Dealer Fee on Proposal Finance Dropdown

Step 2

Select the lender for whom you wish to show dealer fees.

Step 2 - How to Set Up Show Dealer Fee on Proposal Finance Dropdown

Step 3

From the basic information section, click “Edit”.

Step 3 - How to Set Up Show Dealer Fee on Proposal Finance Dropdown

Step 4

By default, the “Show Dealer Fee” box is checked as shown in the image below.

Step 4 - How to Set Up Show Dealer Fee on Proposal Finance Dropdown

Step 5

If you wish to remove the dealer fee from the finance dropdown, uncheck the “Show Dealer Fee” box and then click “Update”.

Step 5 - How to Set Up Show Dealer Fee on Proposal Finance Dropdown

Note 1: If the “Show Dealer Fee” box is checked then when creating a proposal, the dealer fee will show up in the manual entry finance dropdown.

Step 5 - How to Set Up Show Dealer Fee on Proposal Finance Dropdown

Note 2: If the “Show Dealer Fee” box is not checked then when creating a proposal, the dealer fee will not show up in the manual entry finance dropdown.

Step 5 - How to Set Up Show Dealer Fee on Proposal Finance Dropdown

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.


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