Why This Matters
The new layout provides a more organized and streamlined way to view and manage records across the Leads, Customers, and Projects modules. Once enabled, users can access the updated layout while still having the option to switch back to the Classic View when needed.
What You'll Need
Access to the SubcontractorHub Platform.
The New Theme Settings must be enabled by a Superadmin for the relevant module.
Step-by-Step Instructions
Step 1
From the main menu, select the module you want to access: Leads, Customers, or Projects.
The new layout provides a more organized and streamlined way to view and manage records across the Leads, Customers, and Projects modules. Once enabled, users can access the updated layout while still having the option to switch back to the Classic View when needed.
Access to SubcontractorHub Platform.
Access to SubcontractorHub Platform.
The New Theme Settings must be enabled by a Superadmin for the relevant module.
The New Theme Settings must be enabled by a Superadmin for the relevant module.
Step 1
From the main menu, select the module you want to access: Leads, Customers, or Projects.
Step 2
Select the “Board” view and open the lead, customer, or project you want to view.
Step 3
The selected record will open in the New Layout, where you can view and manage its details.
Step 4
To switch back to the previous layout, click “Classic View.”
You can now switch between the New Layout and Classic View based on your preference. Select the “Board” view and open the lead, customer, or project you want to view.
Step 3
The selected record will open in the New Layout, where you can view and manage its details.
Step 4
To switch back to the previous layout, click “Classic View.”
You can now switch between the New Layout and Classic View based on your preference.
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 Set New Themes for Leads, Customers and Project Modules?