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Can I Manage Multiple Trades on One Project?

Work Orders can help you manage multiple trades by creating separate Workflows.

If you have Work Orders enabled, you can create separate Work Order Workflows to organize your different trades.

Creating a Work Order Workflow

  • Click on your Profile Icon or initials in the top right corner
  • Select Settings from the drop-down menu
  • Within the Workflow & Fields settings menu, open the Work Order Workflows tab
  • Select the blue +Add workflow button

Each different Workflow allows you to manage every trade type through its own unique processes.

 

Learn how to configure Workflows in this article.