Assigning Trades to Regions

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Assigning Trades to Service Regions

When you assign trades to regions you are identifying which of the trades you selected are performed in which geographic region you setup. There are two tabs, one for Self-Performing and one for Sub-Contracting. The trades you have selected show along the left side and the region names you setup show along the top.

You must setup trades and regions before you are able assign trades to regions.

⦿ How To Assign a Trade To a Region:
  1. On the Trades page, click Assign trades to regions. The Assign trades to your service regions page appears.
  2. Select the appropriate tab for Self-Performing or Sub-Contracting.
  3. Select the appropriate check boxes to assign desired trades to regions. Assignments are saved.
    Assign
⦿ How To Remove a Trade To Region Assignment:
  1. On the Trades page, click Assign trades to regions. The Assign trades to your service regions page appears.
  2. Select the appropriate tab for Self-Performing or Sub-Contracting.
  3. Uncheck the appropriate check boxes to remove desired trade to region assignment. Assignments are removed.

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