This guide provides step-by-step instructions on how to assign and create trades for your contractors in C-Link.
Estimated Read Time: 2 Minutes ⏱
It is recommended to familiarise yourself with the Supply Chain section before proceeding with this guide.
Sections in this Article:
- 🖥️ Understanding Trades
- 📄 Assigning Trades to Contractors
- 🔍 Creating New Trades
- 🎥 Full Walkthrough Video
🖥️ Understanding Trades
In C-Link, the term "trades" refers to different packages of work, such as:
- Steelwork
- Architectural Metalwork
- Dry Lining
- First Fix Carpentry
- And more...
📄 Assigning Trades to Contractors
To assign trades to your contractors:
- Navigate to Supply Chain:
- Go to the "Supply Chain" section from your project dashboard.
- Select Contractor:
- Choose the contractor you want to assign a trade to, for example, "ABC Windows and Doors".
- Edit Contractor Details:
- Click "Edit" on the selected contractor’s profile.
- Assign Trade:
- In the trade section, you can assign trades to the contractor. For example, if they do aluminium windows, you can also add aluminium doors.
- Insert the relevant trades and save the changes.
🔍 Creating New Trades
If you need to create a new trade:
- Contact Customer Success Manager:
- If the required trade is not available in the standard template of trades, contact your Customer Success Manager.
- Request New Trade:
- Your Customer Success Manager will add the new trade to your account promptly.
Summary ✅
This guide has outlined the process for assigning and creating trades in C-Link. Following these steps ensures that your contractors are accurately linked with the relevant trades, facilitating efficient package issuance.
🎥 Full Walkthrough Video
For a comprehensive guide, watch the full walkthrough video below: