Allow me to set sub trades
It would be good if I could set up sub-trades in my Address Book. That way when setting up a project I could better specify the works required. i.e for Piling it would be great if I could specify if the works required were Sheet Piling, Bored Piers, sheet piling or a combination of the 3.
Joao
shared this idea
Thanks for the feedback. We will look into this further as we explore how we can improve address book management.
For the time being, we recommend you create these sub-trades in your address book, such as “Piling – Sheets” etc, and assign subcontractors accordingly. This way, the particular sub-trades will be visible in the Trades step.
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Christine Jenkins
commented
With this option it would be good to be able set subtrades under a main trade heading, so you know specifically what they do, but still have the option to send them the main trade package or a sub trade package. Using the piling example, I am going to send the same package out for sheet piling and foundation piling, but would like to know which sub trade the quote will be for. Whilst some subcontractors do it all, some only do sheet piling and will not be pricing the bored piers as well. I just wouldn't want to wind up with 300 trade packages to fill in the document matrix when often the sub trades will require the same documents.