Enhance Data Management with SubcontractorHub’s Page Layout Feature

We're thrilled to introduce our new Page Layout feature—a revolutionary tool designed to transform your data management process across leads, customers, projects, and project funding. Say goodbye to the tedious task of filling out irrelevant information, and say hello to a fully customized experience that puts you in complete control.

With Page Layout, customization is at your fingertips. Now, you have the power to decide what information is crucial for each page in your database. Whether you're managing leads, customer profiles, project details, or project funding information, you can tailor your data entry process to meet your unique needs.

The feature is built around two distinct yet complementary processes. Within the dedicated Custom Fields section of your database, you can create custom fields for all types of pages—Lead, Customer, Project, or Project Funding—to capture the exact details you need. Choose from dropdowns, text inputs, checkboxes, or file attachments to build a comprehensive set of data-capturing tools that work alongside our standard fields.

Once your custom fields are set up, you move on to designing your custom page layouts. In the Layouts section under Page Layout, you again start by selecting the appropriate page layout type. From there, you can create a personalized page by naming it, assigning it to specific user roles, and organizing it into sections using an intuitive drag-and-drop interface. Both standard and custom fields are at your disposal, so every element is exactly where you need it. Prefer to keep things standard? If a custom layout isn’t assigned for a particular page type, SubcontractorHub automatically defaults to a standard layout, ensuring that essential information is always captured in a consistent manner.

The Benefits of Page Layout

Page Layout is designed to streamline your workflow and boost productivity by ensuring that every team member interacts only with the information that matters most to them. With this enhancement, solar companies can significantly boost the efficiency of their sales operations and streamline information management by enabling team members to view and input precisely the data necessary, ensuring the secure storage of vital information. Essentially, we've advanced our customizable database further, allowing SubcontractorHub users to perfectly align with their specific workflows. This update signifies our dedication to providing bespoke solar sales solutions and comprehensive customization. If you're eager to accelerate your solar sales achievements with SubcontractorHub, schedule a demo with us today.