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Knowledge Base Settings & admin Step 26 of 28

Trades and job workflow

Define the trades your team covers and tune how jobs move between statuses.

1 min read For company admin

Two settings shape how jobs behave day to day.

Trades

  1. Go to Settings → Trades.
  2. Add each trade your team covers — plumbing, electrical, roofing, groundworks.
  3. You can Rename or Delete a trade later from the same list.

Once trades exist, assign them to staff on their record and set Trades required on jobs. That's what lets you see whether you're sending the right skills to the right work.

Job workflow

  1. Go to Settings → Job workflow.
  2. Control how jobs move through their statuses — for example whether the pending-review gate is enforced before completion.

Start with the defaults. Change the workflow only when you've found a specific thing about it that doesn't match how your business runs.

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