Sync Stages with Customer Portal
Step 1: Select the Database option from your Subcontractorhub main page by scrolling down the list on the left
Step 2: Select Stages from the list on the left within the Database to sync your stages
Step 3: Select the type of job based on the solar, battery, or roof
Step 4: After selecting your job type, Enable or Disable individual stage by clicking on the "Enabled/Disabled" button. Use the edit button or the "pen-shaped button" to edit the stage visibility
Step 5: You can synchronize the stage for your customer portal by enabling or disabling the "Is Visible to Customer" option. Confirm your selection and click on the "Update" button
REMINDER: Don't forget to put in your description of that stage and a Video URL of the walkthrough (what a customer should expect) if you have one.
Step 6: Your customer portal is now synced with all your desired project stages.
