Starter Guide
Get started with setup, core features, and platform basics.
120 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 Edit, Clone, Disable, or Edit an Automation
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 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