Creating a new automation flow in SubcontractorHub with triggers and actions

SubcontractorHub Automation Flows

## Workflows That Save Time, Reduce Errors, and Keep Everyone in the Loop

Managing multiple moving parts—customers, installers, internal teams—can be a challenge, especially when every project update demands manual communication or data entry. The new Automation flow in SubcontractorHub are designed to take that off your plate.
With just a few clicks, you can now set up workflows that send emails, text messages, update project fields, create tasks, and more—automatically, based on real-time triggers from within your account.

## What You Can Do With Automation Flows
From follow-ups to field updates, SubcontractorHub lets you chain together multiple actions to match your team’s operational style.

__- Send Emails Automatically__

Trigger emails based on key events such as proposal creation, stage updates, or any custom condition you define. Keep homeowners and internal stakeholders in sync without lifting a finger.

__- Send Text Messages__

Prefer faster communication? Automate SMS alerts for important milestones. It’s perfect for reminders, confirmations, or installation alerts.

__- Update Fields Without Manual Entry__

Automatically fill in or change project and proposal fields when conditions are met—no need to monitor or update them manually.

__- Add Delays Between Actions__

Space out your communication. Add a delay between an email and a follow-up text, or between a field update and a task creation.

__- Schedule Appointments and Create Tasks__

Build out your operations with automated appointment scheduling and task generation, all linked to the project and tailored to specific days or job progress.

__- Use Conditions to Split Automations__

Create more intelligent flows using If/Else conditions—tailor different paths for different scenarios, especially useful for proposal-based automations.

__- Add Multiple Triggers__

Make your workflows more powerful by combining multiple triggers with logic filters. Use “AND” for strict conditions, or “OR” for more flexible flows.

__- Manage It All From One View__

You can edit, clone, or disable any automation at any time. Changes take effect instantly without disrupting your current workflow.

![SubcontractorHub Automation Flows](//downloads.ctfassets.net/yihlkuy6agkx/19gXEQH1OYWF2rjNVjKS36/fff1a96b33e59bc5103fc7d7ec92af81/Introducing_Automation_Flows_GIF__Compressed_.gif)

## Why It Matters

- Eliminate repetitive manual steps

- Maintain real-time project accuracy

- Deliver consistent, on-time communication

- Scale your operations without scaling your workload

## Ready to Automate?
SubcontractorHub’s Automation Flows are built to simplify your operations while improving speed and consistency across teams and touchpoints. Whether you're updating project data or keeping customers in the loop, you can now do it all with less effort and more control.

__Book a Demo__ today to start building your first automation flow and see how much smoother your day can run.


Set up automation flows to send emails, update fields, and create tasks—automatically. Reduce errors and streamline operations with less effort.

Save Time and Automate Your Workflow with SubcontractorHub

Introducing Automation Flows in SubcontractorHub

Streamline customer onboarding with SubcontractorHub Welcome Call

SubcontractorHub’s Welcome Call Feature is designed to streamline customer onboarding by offering a personalized, interactive survey experience. Once a proposal reaches the “Closed Won - Documents Signed” stage, the “Schedule Welcome Call” button becomes available in the proposal header. This feature helps organizations maintain a strong relationship with clients by automatically triggering a customized survey call, increasing engagement, and improving customer satisfaction.

### Benefits of the Welcome Call Feature

__Automated Customer Engagement:__
By automating the scheduling of the welcome call and sending the survey email, the Welcome Call feature eliminates manual follow-ups, saving time and ensuring that every customer receives the same high-quality onboarding experience.

__Customizable and Personal:__
Organizations can tailor surveys with custom email messaging and choose an AI-generated presenter to interact with customers. This personalized approach improves the customer experience and enhances the perception of professionalism from the outset.

__Efficient Integration:__
The survey creation process is streamlined, allowing users to quickly generate a survey with minimal effort. Once the survey is ready, it can be easily integrated into your system using the Survey ID, simplifying the setup and reducing the time spent on manual tasks.

__Multilingual Support:__
With the ability to create surveys in both English and Spanish, this feature ensures accessibility for a diverse range of clients, enhancing communication and ensuring that all customers feel comfortable engaging with the content.

__Data Collection and Feedback:__
The Welcome Call feature not only engages customers but also provides valuable insights into their expectations and experiences. This data can be used to improve services and address any concerns early in the customer relationship, fostering a stronger long-term connection.

![Streamline customer onboarding with SubcontractorHub Welcome Call](//downloads.ctfassets.net/yihlkuy6agkx/4WQHS3WX99Sv5RTd8aR5L8/5a675532bcd7afa07f4a91e7261cf684/Enhancing_Customer_Onboarding_with_Welcome_Call.gif)

### Streamlining Client Onboarding

SubcontractorHub’s Welcome Call feature enhances the client onboarding process, creating a professional, seamless experience. The automated surveys, coupled with AI-generated presenters, ensure that each customer interaction is engaging and informative. By offering a fully customizable welcome experience, organizations can quickly build strong customer relationships and improve overall satisfaction.

### Connect with Integrated and Third-Party Organizations

The SCH Welcome Call feature enhances the onboarding process for organizations integrated through finance partners, allowing them to log in to the SCH Welcome portal using their provided credentials. Third-party organizations, even those not using SubcontractorHub, can still take advantage of the SCH Welcome Call. These organizations receive a unique code, session ID, and token from the SCH Welcome Call team to set up and test their webhook. To ensure seamless access, they must configure their URL according to the team’s guidelines, including any required survey ID parameters if applicable. This flexibility allows third-party organizations to leverage SCH Welcome Call features without needing full SubcontractorHub access, streamlining their onboarding and data collection process.

__Book a Demo Today__ and start leveraging this tool to enhance your onboarding process today.


Enhance customer onboarding with SubcontractorHub’s Welcome Call feature. Automate personalized surveys, improve engagement, and collect valuable insights for a seamless client experience.

Enhancing Customer Onboarding with Welcome Call

Organize and monitor solar projects with Kanban View

Kanban View is a visually intuitive project management tool that allows organizations to track project progress at a glance. This feature provides a color-coded, stage-based layout, making it easier to monitor deadlines, identify overdue tasks, and manage workflows efficiently.

### Key Benefits of the Kanban View

- __Visual Workflow Management__

Projects are displayed in distinct columns based on their current stage, allowing teams to quickly assess project status without navigating complex lists or reports.

- __Color-Coded Overdue Indicators__

Projects nearing or exceeding deadlines are highlighted with color-coded alerts, enabling teams to prioritize urgent tasks and prevent SLA violations. The number of days a project remains in a specific stage is also clearly displayed.

- __Drag-and-Drop Simplicity__

Users can easily update project stages by dragging and dropping projects between columns. A confirmation prompt ensures accurate tracking of project transitions, reducing errors in status updates.

- __Improved SLA Compliance__

The Kanban View enables proactive project management by highlighting delays before they become bottlenecks. This helps teams stay on top of deadlines, meet SLAs, and improve overall operational efficiency.

- __Project Tags in Kanban View__

Users can now add and manage tags directly in the project details page, helping to categorize and track projects more efficiently. Tags can be created in the new "Project Tags" section within the Additional Module Database and will be visible in the Kanban view, making it easier to filter and identify projects at a glance.

![Organize and monitor solar projects with Kanban View](//downloads.ctfassets.net/yihlkuy6agkx/4YZQbPj9LFWi9VGlEBQ5yD/f27ad8bcf07247d6cc5ee21f356ceccb/Kanban_View_updated.gif)

### Optimizing Project Management with Kanban View

The Kanban View in SubcontractorHub is designed to streamline project tracking, enhance visibility, and improve workflow efficiency. With its intuitive drag-and-drop functionality and color-coded alerts, teams can quickly identify risks, prioritize work, and ensure projects stay on schedule.

__Book a Demo Today__ and enable the Kanban View today and take control of your project management with a more structured, visual approach.


Optimize project tracking with SubcontractorHub’s Kanban View. Easily monitor progress, manage workflows, and stay ahead of deadlines with a visual, drag-and-drop interface.

Get in touch and we'll get back to you!