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Trades

Trades describe the type of work that is being requested such as Electrical, Custodial, Plumbing, Roofing, etc. Trades are also a great way to track skillsets on a work order. The Trade list is completely customizable but all Trade Names must be unique.

Adding a New Trade

  • To add a new Trade, click on the Admin tab and click Trades.
  • Click on the New button.

 

 

  • Enter in the Name of your Trade and click Save.

 

Deactivating a Trade

  • To deactivate a Trade, click on the name of the Trade you would like to deactivate.
  • Uncheck the box beside Active and click Save.
  • Inactive Trades will not show in the drop down list on the work order form.

 

Deleting a Trade

  • To delete a Trade, click on the name of the Trade you would like to delete.
  • Click on the red Delete link next to the Save button.
  • If a Trade is tied to a PM Schedule or a Work Order, it cannot be deleted until the associations are removed.

 

 

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