---
title: Account Overview for Subcontractors
description: This article will show you how to review your membership plan, its benefits, and update your goals.
---

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1. [Knowledge Base](https://knowledgebase.planhub.com/knowledge?hsLang=en)
2. [Subcontractors](https://knowledgebase.planhub.com/knowledge/subcontractors?hsLang=en)
3. [Overview](https://knowledgebase.planhub.com/knowledge/subcontractors?hsLang=en#overview)

# Account Overview for Subcontractors

## PlanHub’s Account Overview gives you a clear summary of your membership and helps you stay on track with your business goals. Checking it regularly keeps your company profile current and ensures you don’t miss out on valuable features.

<iframe src="https://watchclueso.com/embed/rd9ya3vieuiju28p" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%; border: none;" allow="fullscreen; autoplay; picture-in-picture" allowfullscreen>
  </iframe>

 

**Step 1:** Click the **Account Overview** button in the lower-left corner of your dashboard. A pop-up window opens showing your personalized Quick Start Guide. ![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/6a1f23ad-8621-4489-b9b0-c97e8c0b80da/c4959544-795f-4671-b134-fa8765a65bb5/images/9dfc717d-bed4-4890-a2a9-479c0f5300b8.png)

**Step 2:** Review the suggested steps in your **Quick Start Guide**. These include finishing your company profile, accessing your ITB inbox, completing your prequalification form, and exploring learning resources. These steps help you maximize your membership benefits and get started quickly.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/6a1f23ad-8621-4489-b9b0-c97e8c0b80da/c4959544-795f-4671-b134-fa8765a65bb5/images/1e68412f-b666-44b6-b197-2eaa6df4c226.png)

**Step 3:** Click **Complete Company Profile** if prompted to finish setting up your profile. This makes your company more visible and credible to general contractors.![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/6a1f23ad-8621-4489-b9b0-c97e8c0b80da/c4959544-795f-4671-b134-fa8765a65bb5/images/ff842fbb-117f-4fd6-b23f-7fc5246d5b52.png)

**Step 4:** Scroll down to see your membership details. Here, you’ll find your current subscription coverage, purchased add-on features, and the badges your company has earned. Knowing your available features helps you take full advantage of your planHub subscription.![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/6a1f23ad-8621-4489-b9b0-c97e8c0b80da/c4959544-795f-4671-b134-fa8765a65bb5/images/45b2ece9-0066-4d3b-879f-7037a4119c8a.png)

**Step 5:** Under the **Knowledge Hub** section, explore the available planHub tips to discover ways to improve your workflow and increase your visibility with General Contractors.![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/6a1f23ad-8621-4489-b9b0-c97e8c0b80da/c4959544-795f-4671-b134-fa8765a65bb5/images/fec5d519-4a8a-499f-9cf2-c94c8781d39d.png)

**Step 6:** To update your company goals, select the **Change Interests** button.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/6a1f23ad-8621-4489-b9b0-c97e8c0b80da/c4959544-795f-4671-b134-fa8765a65bb5/images/11a8dc63-9e1f-48f9-b0d3-168c8632b646.gif)

**Step 7:** Choose the options that match your company’s current focus by checking all that apply.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/6a1f23ad-8621-4489-b9b0-c97e8c0b80da/c4959544-795f-4671-b134-fa8765a65bb5/images/2e93d532-3fa2-4cb0-b5d3-3db1000c23dc.gif)

**Step 8:** Review your selections.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/6a1f23ad-8621-4489-b9b0-c97e8c0b80da/c4959544-795f-4671-b134-fa8765a65bb5/images/fd5f6bb3-9195-41a7-a92d-64c254d451e2.png)

**Step 9:** Click **Submit** to save and update.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/6a1f23ad-8621-4489-b9b0-c97e8c0b80da/c4959544-795f-4671-b134-fa8765a65bb5/images/d42238f8-7a6f-453f-b748-b68814001065.gif)Keep your account details and company interests up to date to make the most of PlanHub’s tailored tools and resources. Regularly reviewing your Account Overview ensures you stay aligned with your business objectives and get the full value from your membership.

**Troubleshooting**

Contact us if you need assistance or to report an issue:

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