Get hands-on with PlanHub for subcontractors! This step-by-step guide will help you master key features to streamline your pre-construction process, connecting you with more opportunities and managing your pipeline from start to finish.
Navigate PlanHub pages using the Navigation Bar.
Dashboard
Head to the Dashboard for a real-time overview of your team's bidding activity and project phases.
Network
Visit the Network page to quickly identify general contractors to connect with and review their profiles.
Manage Your Connections
Build and maintain your directory of connections, easily tracking existing relationships.
Project Finder
Open Project Finder, All Projects, and browse all available projects. Set filters to streamline your search for ideal jobs and access their documents.
Go to the ITBs tab to quickly review and respond to invitations from general contractors.
Find projects posted by your connected general contractors in Connections.
Gain access to more pre-bidding leads in Early Stage.
Access, Save, or Hide Projects
To open a project to see more details or to submit your bid, click on the project name
To save a project for bidding, star it for quick access on your bid board and notify the GC of your intent.
Remove projects from view by clicking the hide icon.
Bid Board
Monitor all saved and imported projects from your Bid Board’s Bid Pipeline. Click on a project name to open details instantly.
Bid Values
Update the bid value and automatically track your total project value at every stage.
Assign Projects
Keep your team on track with the Assignments feature for each project by clicking on the Person icon for a project and reassigning.
Or, selecting multiple projects to assign tasks in bulk.
Bids
The Bid Board’s Bids page displays all bids and documents submitted through PlanHub.
Takeoff
Use PlanHub’s takeoff tool to view a list of all projects in the takeoff tool. 
Import Projects and Files into Takeoff
Easily add your own projects and documents to Takeoff by using the Import Project option.
Job Board
Access your projects with the PlanHub's Job Board. Turn won projects into active jobs or start a new custom job.
Open a Job
Click to open a job to make edits, track the details, review/create/complete milestones or tasks.
Add or remove team members from a Job
Access, add, or remove Documents.
Chat with the team members assigned to a job. 
Messages Center
The Messages center centralizes project, direct, and supplier communications for efficient team collaboration.
Team and Company Profile
Manage your Team Members in the Team Page 
Manage your company's Public Profile, Prequalifications, Subscription, and Company Documents in the Company Profile Page 
User Profile & Notifications
Each user can personalize profile details and email preferences for a better workflow in the My Account settings.
Account Overview
Stay on top of your company’s status and ensure all settings are optimized for success.
PlanHub keeps your projects, communications, and documents organized in one place. Leverage these tools to make teamwork seamless, keep projects on track, and win more business!