For Supervisors
Tagging Trades

Tagging Trades

A trade is a service category — Plumbing, HVAC, Electrical, Roofing, and so on. Tagging companies with their trades helps you:

  • Filter the company list by service type
  • Generate trade-aware reports
  • Match agents to companies by domain expertise

Browsing existing trades

Click Trades (opens in a new tab) in the sidebar. You'll see the full list of trades the system currently recognizes.

Creating a new trade

  1. From the Trades page, click New trade (opens in a new tab).
  2. Enter the trade name and any additional details the form asks for.
  3. Save.

The new trade is now available to attach to companies.

Editing or deleting a trade

Click into a trade to edit its details. Use Delete carefully — if companies are tagged with that trade, deleting it removes the association from all of them.

If you want to rename a trade rather than delete it, use Edit instead.

Attaching a trade to a company

  1. Open the company's edit page.
  2. Find the Trades field. It accepts multiple trades — a plumbing-and-HVAC contractor can have both.
  3. Pick the relevant trades.
  4. Save.

Detaching a trade

Open the company's edit page, remove the trade from the field, and save.

Trade naming conventions

Keep trade names simple and broad. Use:

  • ✅ HVAC (not "HVAC Repair", "HVAC Installation", "HVAC Maintenance" as separate trades)
  • ✅ Plumbing
  • ✅ Electrical
  • ✅ Pool & Spa
  • ✅ Irrigation
  • ✅ Drain Cleaning

Don't:

  • ❌ Create overly specific sub-trades (you'll end up with 50 trades and no clarity)
  • ❌ Use abbreviations only employees understand
  • ❌ Mix trade with geography ("Phoenix HVAC" — geography belongs in company name or a different field)

Why this matters

Trades show up in:

  • The Companies list (filterable column)
  • Reporting and dashboards (split by trade)
  • Future routing logic (e.g., agents specialized in plumbing get plumbing calls)

If you're not sure whether a customer fits an existing trade or needs a new one, lean toward using the existing trade. It's easier to split later than to merge dozens of one-off trades.

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