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How do I edit my trade?

Update your primary trade in Company Settings. This reflects in Project Categories.

Written by Jana

When you sign up for your account, the primary trade is defaulted to General Construction. You can adjust the primary trade on your account at any time.

  1. Log in to the CRM

  2. On the top right, choose the person icon

  3. Choose Company Settings from the drop-down

  4. From there the Company Settings page will load

  5. At the top, choose the Company Information tab

  6. Under Primary Trades, you can either

    1. Click the X to remove a trade

    2. Click the white space to open the drop-down list of trades. You can also use the search feature

      1. select the trade you wish to add

  7. The changes save automatically, you can exit the page when done

There is no limit on the number of trades you can add, but you must add one to complete your profile.

Not seeing your trade listed? Contact support and we will get it added for you!

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