Trade Interface

This is where a Trade is created and customized. A construction trade is a broad term for a variety of jobs that involve hands-on work to build or maintain structures. A Trade is a set of settings governing the operation of the trade throughout the program.

Once a Trade is created from one of our global trades, a User can customize the following:

  • Trade Name Format - A User can design how Work Orders related to this Trade appear in tables and lists.
  • Settings - Various settings that determine how this Trade operates in Work Orders, Material Orders and other areas.
  • Custom Fields - A User can design custom fields, by Trade, which are used in Estimates and Work Orders. Trade Custom Fields are an important component when automating quantity data from 3rd-party programs.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.