Why This Matters
The Co-signer Welcome Call setting allows organizations to require a separate welcome call for a proposal’s co-signer. Once enabled, the co-signer’s contact information and welcome call status can be managed within the proposal.
Follow the steps below to enable this setting.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
Go to “Settings.”
Step 2
Scroll down and click “Welcome Call Settings.”
Step 3
Click the “Edit” button.
Step 4
Toggle on “Enable Co-signer Welcome Call.”
Step 5
Click “Update” to save changes.
Note: The co-signer welcome call option will appear after the primary welcome call is completed and the co-signer’s name and email address are available in the Customer Info. Once the co-signer completes the call, “Co-signer Welcome Call Completed” will appear on the finance card.
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: 2026-08-28 · Source: How to Enable Co-Signer Welcome Calls