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Use trades to group services

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Trades let you group incident types in your preferred way. Configure trades and trade coverages to simplify the creation of work orders and the services that are provided in a functional location or for a service account, or for accounts at locations. Using trades adds another layer of details to create reports and filter charts on reports.

Prerequisites

An administrator must enable Trades.

Create trades

Before you can map incident types to a trade, an admin must define the trades that are available for your business.

  1. Go to Settings > General > Trades.
  2. Select New.
  3. Choose the Type for the trade. Choosing Coverage defines the account or functional location that a trade covers. Exclusion removes trade coverage for the account or functional location.
  4. Name the trade and Save it.

Screenshot of a list of trades.

Map trades to incident types

To group incident types by trade and create reports based on trades, an admin must configure the mapping. An incident type can map to one trade only.

  1. Go to Settings > Work Orders > Incident Types.
  2. Open the incident type record you want to map to a trade.
  3. On the Details tab, choose the value in the Trade field.

Screenshot of an incident type record with a mapped trade.

Configure trade coverages

Trade coverage defines which trades are covered for an account or a location to ensure the right level of service is provided. For example, if a location doesn’t have air conditioning, it shouldn’t be possible to create an incident related to the AC (air conditioning) system for that location. The same logic applies to accounts if the service contract doesn’t include HVAC (heating, ventilation, and air conditioning) maintenance.

  1. Go to Settings > General > Trade coverages.
  2. Select New.
  3. Choose a trade and select an account, a functional location, or both.
  4. Save the trade coverage.

Screenshot with list of trade coverages.

Alternatively, you can also show Trade Coverage as a related entity to your Accounts and configure trade coverage from there. That way you can see trade coverage with your service accounts and the trade coverage is automatically mapped to the right account.

Trade coverage example

Trade coverage

Account Trade Location Type
Contoso Plumbing - Coverage
Contoso HVAC Washington Coverage
- Plumbing California Coverage
- Roofing Nevada Coverage
Contoso Roofing Nevada Exclusion

Work order

Account Trade Location Validation Reason
Contoso Plumbing Arizona Covered Plumbing for Contoso isn't restricted to a functional location.
Contoso Roofing Washington Not covered Roofing for Contoso has no trade coverage defined.
Contoso HVAC Seattle Covered HVAC for Contoso is covered in Washington state and Seattle is in Washington state.
Northwind Traders Plumbing San Francisco Covered Plumbing is covered regardless of the service account in California and San Francisco is in California.
Northwind Traders Roofing Los Angeles Not covered Roofing, regardless of the service account, is only covered in Nevada. Los Angeles is in California.
Contoso Roofing Las Vegas Not covered Roofing for Contoso has an exclusion defined for Nevada. Las Vegas is in Nevada.

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