Trades
What This Page Is For
Keep contractor details, status and the work they are responsible for together.
How To Use It
- Choose Add trade and enter the business and contact details.
- Record licence and insurance details where available.
- Link rooms and update the trade status as work progresses.
- Open the trade profile to review quotes and work.
- Check Committed, Paid and Balance for that trade.
How It Connects
Quotes, Tasks, Variations and Defects can link to a trade; accepted quotes and payments appear in its financial summary.
Site Supervisor Tips
- Check licence and insurance details with the issuing source before work starts.
- Give each trade a clear written scope and site contact.
General organisation tips only, not building or legal advice.