📕 Setup - Trades

Last updated: June 19, 2026

 

Overview

The Trades section in Setup allows you to define and manage the different labor specialties used within your system (e.g., HVAC, Plumbing, Electrical). Properly configured trades ensure that Dispatches are categorized correctly and dispatched to the right personnel.

 

Prerequisites & Preparation

Before adding a new trade, ensure you have the following:

  • Permissions: You must have administrative access to the Setup menu.

     

Step-by-Step Configuration

Follow these steps to add a new trade entry to the system:

  1. Navigate to Trades: Go to the Setup menu and select Trades. Click the Add New button.

  2. Complete the Form: Fill out the Trade Detail.

    • Example: Enter "Electrician" in both the Code and Description fields.

  3. Refine Settings: Review the optional fields (detailed in the table below) to customize how the trade appears in the system.

  4. Save: Click the Save button to commit the new trade.

Field Definitions

Use these definitions to configure the trade's behavior in the field and on the dispatch board.

Name Requirement Description
Code Required The unique identifier for the trade.
Description Required The full name of the trade.
Color Optional Assigns a specific color
Default Optional If checked, this trade will be auto-selected for new Dispatches. (note: only selected if dispatch type does not have a default trade)
Operator Input Type Optional Defines how operators interact with specific trades.
Active Required Use this toggle to enable or disable the trade.