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Add a Custom Trade


To add trade names from the Company level Admin tool.


Adding trade names to your company allows you to associate companies in the company or project Directory with specific trades. Once you do this, you can filter your company record when creating and managing a tender in the project's Tendering tool. A company record can have as many trade associations as needed.

Things to Consider


  1. Navigate to the Company level Admin tool.
  2. Under 'Company Settings' in the sidebar, click Trades.
  3. On the 'Trades' page, complete the following:
    1. Trade. Enter a name for the new trade in the box provided.

    2. Create. Click this button to add the new trade to the list.

    3. Active. Place a checkmark in this box to mark the Trade as active. 

    add a custom trade