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How to Customize Existing Roofing Types List in the Roofing Proposals?

Why This Matters

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'll 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 1 - How to Customize Existing Roofing Types List in the Roofing Proposals?

Step 2

Click “Roofing” and select “Existing Roofing Types” from the dropdown.

Step 2 - How to Customize Existing Roofing Types List in the Roofing Proposals?

Step 3

Click “ + Add” to add a new roofing type to the list.

Step 3 - How to Customize Existing Roofing Types List in the Roofing Proposals?

Step 4

Provide a label and value for the roofing type.

Step 4 - How to Customize Existing Roofing Types List in the Roofing Proposals?

Step 5

The roofing type will be added to the existing roof types database.

Step 5 - How to Customize Existing Roofing Types List in the Roofing Proposals?

Step 6

Once added, it will replace the default roofing types list in the proposal.

Step 6 - How to Customize Existing Roofing Types List in the Roofing Proposals?

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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