Trade Categories

Introduction

‘Trade Categories’ is a new page, created under the ‘Misc’ section of the Joblogic system, that works in relation to the SOR function. It enables users to categorise SOR items into trade types such as Plumbing, HVAC, Carpentry, etc. and these categories can be assigned to the items that are added to the SOR library.

To add a new Trade Category, navigate to the ‘Library’ section by clicking ‘Settings’ in the left navigation pane, and select ‘Misc’.

Within the misc section, select ‘Trade Categories’ to open the trade categories page.

In this page, select the ‘Add Trade Categories’ button at the top right corner, and fill in the details required in the ‘Add Trade Category’ pop-up window.

Upon adding the details, click the ‘Save’ button and a new ‘Trade Category’ will be created. If you wish to ‘Delete’ a trade category, you may do so by clicking the red bin icon assigned against each trade category.

Further Support

For further information or assistance on the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Account and Project Management teams can be reached by emailing accountmanager@joblogic.com or projectmanager@joblogic.com respectively.

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available or new releases within the system. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions and settings.