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Adding Trades to a Subcontractor

Adding Trades to a Subcontractor is an important step in defining the specific skills, expertise, or services that a subcontractor can provide within your system. This ensures that each subcontractor is properly categorized and can be accurately assigned to work orders, warranty claims, or maintenance tasks that require their particular trade.

Please find attached the video in Adding Trades to a Subcontractor.

 

Follow these Steps in Adding Trades to a Subcontractor: Adding Trades to a Subcontractor.pdf

  1. Click "Contacts" 
  2. Click "Resources"
  3. Select "Plumbers Choice" as a sample Subcontractor
  4. Click "Resources"
  5. Click "Add Resources"
  6. Select the desired "Trade Types"
  7. Click "Add Row" for SLA hours
  8. Enter desired "Start Time"
  9. Click "Select" after choosing the Start Time
  10. Enter desired "End Time"
  11. Click "Select" after choosing the End Time
  12. Click "Save Resource"
  13. Here you can see that the Trade Types you added for the selected Subcontractor have been successfully added

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