Starter Guide
Get started with setup, core features, and platform basics.
272 articles
- How to Set Up Automations
- How to Bulk Upload Manual Projects
- How to Auto Add Adders in Your Proposal?
- How to Set Up NREL Design Approval
- How to Set Up and Use SubHub Sign
- How to Add a New Document Template?
- How to Set Up State-Wise Battery Selection?
- How To Use And Enable NREL Jail Functionality?
- How to Manage NREL Settings
- How to Add Counties to Territory?
- How to Auto Add Adders Based on Roof Type?
- How to Update Project Stages?
- System Loss- Dynamic Pricing
- Setup Round Robin for Projects
- How to Set Up and Manage Perfect Packet
- How to Enable Auto Trigger for Auto Stage Processing of Projects?
- How to Set an Auto Trigger to Convert a Proposal to a Project After a Contract is Signed?
- How does the Ambassador Program Work for a Customer?
- How to Add Custom Loan Companies to Your Database?
- How to Activate Permission for the Ambassador Program?
- How to Use Verify with Recheck in SubcontractorHub
- How to add email IDs for Credit Fail Check?
- Adjust Roles and Permissions
- How to Adjust Lead Page Layouts
- CRM Integrations
- How to Navigate SubcontractorHub’s Database
- How to Add New Users?
- How to Set Escalation Values for Your Proposals?
- Setup Round Robin for Leads
- How to Enable Appointment Module Settings?
- How to Enable and Set the “Required Document to Convert a Proposal to a Project” Setting?
- How to Adjust AI-Assisted Design Tool Flow Settings
- How to Add Appointment Tags
- How to Activate Auto Add for Batteries
- Add and Manage New Territories
- How to Add Adders?
- How to Set Up Lenders to Finance with Your Own Database
- How to Auto-Add Inverters?
- How to Auto Add Adders for Your Offices
- How to Set Appointment Permissions
- How to Add Roofing Materials to your Database?
- How to Enable Domestic Content Toggle for IGS Solar?
- How to Set Up Sales to EPC Chat
- How to Add Installation Photos Label Based on Finance Partner
- How to Add Warehouses to Your Database
- How to Update Panel Selection
- How to Create a Report Folder?
- How to Set Up Master Adder Pricing for Sales Organizations from EPC Organizations
- How to Add Task Templates
- How to add HVACS to your Database?
- How to Set Custom Dealer Fee ?
- How to Add Inverters to Your Database?
- How to Add a Battery?
- How to Set Dependent Fields for Job Stages?
- How to Add HIS License for Your Proposals?
- How to Add the Electrical Upgrade Included Option to Your Adders?
- How to Enable and Manage Dynamic Columns for Projects?
- How to Set Up Show Dealer Fee on Proposal Finance Dropdown
- How to Create a Report
- How to Manage Referred Users
- How to Update Project Stage Overdue Information with Color Coding?
- How to Add a Summary Formula
- How to Add and Edit Proposal Stages?
- How to Set Increments for Battery Selection in Your Proposal?
- Add a Customer Report with Raw Queries
- How to Set up Stakt Integration Settings
- How to Add Site Survey Label Based on Finance Partner
- How to Add Users as a Job Engine Admin?
- How to Set Up Battery Pricing for Sales Organizations from EPC Organizations
- How to Show the Parent Organization Name on Public Proposals
- How to Set Up State Tax Credits
- How to Build a Report
- How to Adjust the PPW Toggle Settings for Financing Summary?
- How to Enable the Permission to Edit Actual Utility Rates
- How to Add a Document Template Based on City
- Create Custom Chat Groups
- Lookup for Job Stages
- How to Enable Manual Closed Won Document Signed Based on Role Permission
- How to Set Market Adjusters?
- How to Set Up and Use Custom Lenders
- Panel Pricing for Territory
- Office Mirror Pricing
- Set Minimum Quantity for Batteries
- Quality Control for Sales-EPC Organizations
- Project Page Layout
- How To Set Up and Manage Commissions In SubcontractorHub
- How to Set Up Webhooks
- How to Use Module-Based Search Filter
- How to Build a Dashboard
- How to Open Offices with the Right-Click Feature
- How to Set Up Design Approval
- Customer Page Layout
- Office Onboarding Process
- How to Import Bulk Data with Data Wizard?
- How to Set Up Commissions for the Solar + Battery Job Type
- How to Set Up the Appointment Module?
- How to Enable Battery Margin for Users
- How to Create a BOM Formula and BOM Template
- How to Use AND/OR Filters with Reports
- Summary Functions on Reports
- How to Enable or Disable SubcontractorHub Design Tools
- Esignature Activity Report Type
- How to Enable AI-Assisted Request Design Additional Settings
- How to create a new list for Filter by List View?
- How to Hide Financial Products for Your Proposal?
- How to Enable the Additional Inverter Setting?
- How to Set Redline Price for Sales Organizations as an EPC
- Grouping Main Menu List for Efficient Workflow
- How to Set Up Service Type for Completed Projects
- How to Add Job Stage Inputs
- How to View Commissions
- How To Recalculate Commissions in Projects
- How to Edit an Automation with Multiple Triggers
- How To Upload Example Installation Photos?
- How to Accept or Reject an Appointment
- How to Add Announcements
- How to Set Up Customer Stage Overdue Information with Color-Coding for Kanban View
- How to Manage Other Adder Settings
- How to Add Non System Add-ons
- How to Enable Stage Progression while change order is Open/Pending
- How to Enable Show Installer Contribution Dropdown
- How to Enable Ensite Site Survey
- How to Hide Adder Pricing in the Public Proposal
- How to Edit or View the Funding Section in Projects
- How to Enable Loan Amount Adjustment
- How to Enable HDM Capital as a Down Payment Payment Method Option
- How to Add Generator Equipment to Your Database
- How to Edit In-Line Report Settings
- How to Disable Offices in Your Organization
- How to View Project Details in the Project Report Section
- How to Hide System Losses From the Solar Details Section of Proposals
- How to Add Canada Territories in the Database
- How to Add Custom Fields and Layout for Service Maintenance in Projects
- How to Add Water Filter Equipment to Your Database
- How to Enable Additional Batteries in Solar and Battery Proposals
- How to Manage Post-Utility Cost Visibility for Batteries
- How to Create Custom Job Type for Manual Projects
- How to Add Survey Questions
- How to Show or Hide the Adder Section in a Proposal
- How to Adjust AI Design Permissions for Roles
- How to Enable Surcharge for Propelr
- How to View Activity Logs
- How to Enable Required Field for Setter
- How to Enable Solar Data Collection Date in the AI-Assisted Tool
- How to Set a Default Panel for a Specific Territory in the Database
- How to Enable Post Install Welcome Call Settings within Projects
- How to Customize and Manage Columns for Tasks
- How to Show Office Name in Subhub Sign Settings
- How to run test on automations
- How to Manage Task Fields
- How to Enable Seamless Home User Tagging
- How to Map SubHub Sign Templates with AI
- How to Manage Offer Adder Pricing
- How to Enable Enphase Monitoring User Permissions
- How to Enable Concert Users Permissions
- How to Add Forms in the Database
- How to Add Optimizers to The Database
- How to Manage Offer Pricing for Batteries
- How to Trigger Automations for Attachments Uploaded
- How to Add Installation Survey Questions
- How to Sort Report Charts by Ascending or Descending Order
- How to Enable Organization-Wide Permission to View Email Lists in Projects
- How to Share SubHub Sign URLs with Recipients
- How to Enable Genesis Design Services
- How to Select Multiple States in Automation Conditions
- How to Disable EPC Organization Logos from Showing on Proposals
- How to Enable Automations for Task Modules
- How to Enable Jump to Trigger for Repetitive Automations
- How to Manage Adder Availability in Proposals for Connected Organizations
- How to Select Project Fields for Multiple Stages?
- How to Enable Standard Date/Time Format for Project Automations?
- How to Set Up Service Status for Completed Projects?
- How to Access Document Triggers (Document Templates)
- How to View and Update Permit Contractor Information
- How to Add a Document Trigger using SubHub Templates
- How to Add Discount Categories
- How to Add or Remove Tags from Automations
- How to Select a Default Proposal Type Filter
- How to Automate Appointments Using a Field Change Trigger
- How to View Price Information History
- How to Set Up Change Order Triggers for Proposal and Project Module Automation
- How to Set a Reminder for Appointments in the Lead, Project, and Customer Modules
- How to Delete Adder Pricing in Bulk
- How to Update Standard and Custom Fields for Kanban View?
- How to Add Global Value Sets in Project Fields
- How to Enable Real-Time Automation Notifications?
- How to Enable Automated Project Stage Progression?
- How to Clone an Existing Office?
- How to Enable Edit and Delete Permissions for Project Attachments
- How to Enable Editing for On-Hold and Cancelled Projects
- Calculate Load & Fuel Cost Savings for Generator Proposals
- How to Edit, Clone, Disable, or Edit an Automation
- How to Enable Task Visibility in Project Stages?
- How to Hide Preferred Finance Options in Proposals?
- How to Map and Group Checkboxes in SubHub Sign Templates
- How to Map Seamless Energy Fields to Another Organization?
- Signing Contracts With SubHub Sign
- How to Enable Permission for a Role to View SubHub Sign Envelopes
- How to View, Add, and Manage Holdbacks
- How to Sort Report Data
- How to Mark a Report as Favorite
- How to Enable SubHub Sign Optional Fields in Navigation
- How to Add Custom Names in Utility Mapping List?
- How to Add a Project Workflow Stage?
- How to Automate Task Assignment Using the Round Robin Method?
- How to Automate SubHub Signing?
- How to Create and Manage Resource Folders
- How to Grant Permissions to Roles to Access and Manage Resource Folders
- How to Set Up Adders for a Generic Job Type
- How to View/Edit the Margin in an HVAC Proposal?
- How to Manage Office Logos
- How to Enable HVAC Proposal Margin
- How to Enable Generator Proposal Margin
- How to Enable Water Filter Proposal Margin
- How to Enable Generic Proposal Margin
- How to Enable the Setting for Adding Project Workflow to Project Stages?
- How to Add EPC SubHub Sign Envelopes to Sales Organization Proposals?
- How to Enable Permission for Roof Summary Visibility?
- How to Add Median to Proposal Reports?
- How to Set Maximum Sales Margin Limit?
- How to Add Incentives to the Database?
- How to Enable Task Calendar
- How to Add a Report Folder to Favorites
- How to Add a Dashboard to Favorites
- How to Set Up Auto Add for Adders in Connected Sales Org Proposals as an EPC
- How to Add a New Payment Method in Stripe?
- How to Automate Workflow Stage Progression?
- How to Enable Permission for Non-System Adder Price Editing?
- How to Set Up Automation Fail Email?
- How to Enable Permission for Viewing Notes in Project Details?
- How to Enable EPC Project Stage Mapping to Sales Organizations
- How to Filter Automations by Action
- How to Use Manual Trigger in Project Automations
- How to Enable Customer-Facing Proposal Notes
- How to Enable the Setting to Show Battery Model Number on Proposals
- How to Enable Water Filter Selection Permission
- How to Show Net Billing vs. Net Metering Toggle in Proposals
- How to Enable Permission for Task Subject Addition?
- How to Add Test Data in Webhooks?
- How to View Report Activity Logs
- How to Show Adder Unit Price in Proposals
- How to Add Incentive Document Trigger?
- How to Create an API Key?
- How To Set The Default Domestic Content Value For EDGE Financing
- How to Add Battery Modes to a Proposal?
- How to Access Version History in Automation?
- How to Include Weekends in Project SLA Day Calculations
- How to Require Site Survey Photos Before Submitting to Project
- How to Set Up Sales Concierge Queues
- How to Edit the Color Information of the Roofing Material in Bulk?
- How to Add Tags While Creating a Task in Automation?
- How to Set Default Job Type in Kanban View?
- How to Access Webhook Triggers in Automation?
- How to Enable Edit Team Tasks Permission
- How to Set Email Addresses Used for Automations?
- How to Auto Add Discounts for Specified Region?
- How to Configure the Default Escalation Value
- How to Add Custom Roles in Document Manager
- How to Enable Appointment Update Notifications
- How to Add Post Utility Cost to Battery Details in Proposal?
- How to Configure Default Pre Solar Rate?
- How to Add Default Standard Savings Button to a Proposal?
- How to Import/Export Pricing Data for Database Products?
- How to Create Custom Chat Groups
- How to Enable Co-Signer Welcome Calls
- How to Enable Add/Edit Custom Adder Permission
- How to Use Annual Usage in Automation Conditions
- How to Use Annual Production in Automation Conditions
- How to Use Number of Batteries in Automation Conditions