Go to Settings > Manage Divisions & Trades

To add a Division, enter the Division number (usually two digits, but can but up to 6 digits), then the Name.

To add new Trade within a Division, click Edit Trades to the right of the Division you want to add the trade, then enter the Trade Number (up to 6 characters which can include a decimal) and the Trade Name.  

NOTE: Since you have already selected which Division you are adding the trade to, do not include the Division Number, only enter the digits after the Division Number. For example: for 09900 Painting in Division 09, enter the Trade Number : 900 and Trade Name: Painting.

To edit a Division Number or Name, or Trade Number or Name, display the Division or Trade list, make your edits on the screen and click Update.

To Deleting a Division or Subdivision, open up your list of Divisions or Trades, and then check the box next to the Division or Trade you want to delete. Click the “Update” button.  NOTE: This cannot be undone, so make sure that any companies in the Trades you are deleting are assigned to other trades, otherwise they will not be able to be added/invited to projects.

If you have any questions, contact support@preconsuite.com or call 949-222-0400

© 2024 Pipeline Suite, Inc. dba PreconSuite™     PreconSuite.com   866-482-7638