What trades are for
Trades define the types of work your operatives can perform — for example, "Electrician", "Plumber", "Carpenter", or "General Labourer". When you create an operative profile, you assign one or more trades to it. This makes it easy to find the right people when allocating Work Packages.
Viewing trades
Navigate to Settings > Labour > Trades. The table lists all trades with their name and description.
Creating a trade
- 1
Click Add Trade in the top-right corner.
- 2
Enter a Name — for example,
Electrician. - 3
Optionally enter a Description to clarify what the trade covers.
- 4
Click Create to save.
Editing a trade
Click the Edit button on a trade's row to update its name or description.
Importing from CSV
Click CSV Import to bulk-add trades from a spreadsheet.
Deleting trades
Click Delete on a trade's row to remove it, or select multiple trades using the checkboxes and use the bulk delete option.
Next steps
- Skill Levels — define skill level rankings for operatives.
- Operatives — create operative profiles and assign trades.