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Trade Types

Trade Types are predefined categories used to classify and organize the various skilled services or technical work required within the system. These classifications ensure that tasks, work orders, maintenance activities, and operational requests are routed to the appropriate personnel or departments.

Trade Types help maintain consistency, improve reporting accuracy, and streamline workflow assignment across all modules.

  • Provide a standardized list of skilled service categories

  • Ensure tasks are assigned to the correct trade or specialist

  • Support efficient maintenance and operational workflows

  • Improve clarity in reporting, analytics, and documentation

  • Help administrators manage and configure service-related tasks

The Trade Types section has been fully documented and refined with the following fields:

  • Name – Specifies the official title of the Trade Type for accurate identification and selection across the system.

  • Description – Provides a clear explanation of the trade’s purpose, scope, and activities to ensure consistent understanding among users.

  • Comments – Allows the addition of any relevant notes, instructions, or internal remarks to support clarity and communication.

  • Save Trade Type – Confirms and records the new or updated Trade Type in the system, making it available for use in related modules.

Please find attached the video for the Trade Types.

Follow these Steps to navigate and use Trade Types: Trade Types.pdf

  1. Click "Administrative Task"

  2. Click "Trade Types"

  3. Click "New Trade Type"

  4. Enter the desired “Trade Type Name”

  5. Add a Description if desired

  6. Add a Comment if desired

   7. Click "Save Trade Type"

✅ Tips for Trade Types:

  • Use clear and specific names
    Choose trade names that are easy to recognize (e.g., Electrical, Plumbing, HVAC) to ensure quick and accurate task assignment.

  • Provide concise but meaningful descriptions
    Keep descriptions focused on the trade’s responsibilities so users understand when each trade should be selected.

  • Avoid duplicate or overlapping trade categories
    Ensure each trade is unique to prevent confusion and maintain clean reporting.

  • Use the Comments field for internal notes
    Add instructions, exceptions, or workflow notes to help teams understand special requirements for a specific trade.

  • Review trade types periodically
    Update or refine trade types as your operations evolve, ensuring they remain accurate and relevant.

  • Align trade types with workflows
    Make sure they match your maintenance or service processes so the correct personnel receive the correct tasks.

  • Test after adding new trade types
    Verify that new trades appear correctly in work orders, filters, and reports before finalizing.

  • Ensure access control is in place
    Allow only authorized users (admins) to add, edit, or remove trade types to maintain data integrity.

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