Assigning Trade Types to contacts.

How to assign a Trade Type to your contacts.

Once you have your contacts uploaded into paskr, you will need to assign a Trade Type to that company. A Trade Type in paskr is a Trade category that includes all the 16 Division and 48 Division cost codes that a company can perform. Assigning the Trade Type allows the company to be able to be invited to bid on any cost code within that Trade which is being used in a project.

Here’s how you Assign Trades:

Click on Contacts>Assign Trades

Click on Company Name in the Left Column>Select Trade in the Middle Column>It will be added to the Company in the Right Column