Trades

A Trade is a type of work conducted on your property locations.  It can be work conducted by your staff or outside Vendors.  Establishing a Trade for a property allows you to do the following:

• Establish a location to store Work Orders and Information for Similar Types of Work. (HVAC, Plumbing, Roofing, etc..)
• Establish a default Vendor for Certain Types of Work at Certain Properties. (Who's our Plumber in TN? What's his number?)
• See all of a specific type of Fixtures on your Property in One Place.
• Quickly access trade specific notes about your properties. (Does the Landlord maintain the HVAC units or the Tenant?)

Below is a Property Header showing several Trades.  Notice that the Keys Trade is Highlighted.  The Preferred Vendor and Surveyor are listed just below the Property info.  Your Client for this Property is listed along with any special notes.  Moving from one Trade to another is as simple as clicking the Trade tab at the top of the Header.