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Assigning and Creating Trades in C-Link

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

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:

  1. Navigate to Supply Chain:
    • Go to the "Supply Chain" section from your project dashboard.
  2. Select Contractor:
    • Choose the contractor you want to assign a trade to, for example, "ABC Windows and Doors".
  3. Edit Contractor Details:
    • Click "Edit" on the selected contractor’s profile.
  4. 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:

  1. Contact Customer Success Manager:
    • If the required trade is not available in the standard template of trades, contact your Customer Success Manager.
  2. 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: