Adding a Trade to a supplier record can help quickly assign work and provide insights on work being performed
This article is for FMI Works users who have been given the permission of System Administrator
What Trade is used for
Trade is a field on the work order which identifies the skills required to complete the work.
Trade is also recorded on the supplier (external contractor) record.
Using trade allows the triager to assign the work to an external contractor or internal employee with the right skills and/or accreditations.
Additional benefits of using Trades include:
- When added to the Standard Request, the trade field is pre-populated when the work order is created, saving time when assigning work orders.
- When added to the Supplier record, only suppliers with the relevant trade will be displayed to select from, saving time when assigning work orders.
- Reporting on Trades can provide valuable data insights in monitoring trends of increasing or decreasing workload and negotiating terms with contractors.
Standard list of Trades
The standard list of Trades in FMI Works is listed below.
| Group | Trade |
| Building & Construction | Boiler Maker |
| Building & Construction | Builder - Bricklayer |
| Building & Construction | Builder - Fencer |
| Building & Construction | Builder - Plasterer |
| Building & Construction | Carpenter (inc. Joiner & Cabinet Maker) |
| Building & Construction | Finishing & Covering |
| Building & Construction | Fitter and Welder |
| Building & Construction | Flooring - General Repairs |
| Building & Construction | Flooring - Tiler |
| Building & Construction | Glazier - Showers |
| Building & Construction | Glazier - Windows |
| Building & Construction | Locksmith |
| Building & Construction | Mechanical Engineer |
| Building & Construction | Painter |
| Building & Construction | Roofing |
| Cleaning | Cleaner - Carpets |
| Cleaning | Cleaner - Drains and Gutter |
| Cleaning | Cleaner - General |
| Electrical | Electrician - Doors |
| Electrical | Electrician - Equipment |
| Electrical | Electrician - General |
| Electrical | Electrician - Lift mechanic |
| Electrical | Electrician - Test & Tag |
| Fire, Safety & Security | Fire Services - Alarm Testing & Monitoring |
| Fire, Safety & Security | Fire Services - Protection Equipment Technician |
| Fire, Safety & Security | Fire Services - Training |
| Fire, Safety & Security | Fire Services - Wet and Dry |
| Fire, Safety & Security | Security - Access |
| Fire, Safety & Security | Security - Patrols & Monitoring |
| Gardening/Landscaping | Gardener - Arborist |
| Gardening/Landscaping | Gardener - General |
| Gardening/Landscaping | Gardener - Landcaping |
| HVAC | Airconditioning & Mechanical Services |
| HVAC | Airconditioning & Refrigeration mechanic |
| Other | Handyperson |
| Other | I.T - Technician |
| Other | I.T - Telephone |
| Other | Pest Control - Technician |
| Other | Removalist - Asbestos |
| Other | Removalist - Mould |
| Other | Removalist - Waste |
| Plumbing | Plumber - Drainer/Drainlayer |
| Plumbing | Plumber - Gas |
| Plumbing | Plumber - General |
| Plumbing | Plumber - HVAC |
| Plumbing | Plumber - Roof |
You can add, edit or delete trades from this list by following the instructions below.
How to add a new Trade
Go to the Administrator module and select References > FM-Work Data.
On the FM-Work Reference Data, select the Trades tab.
Next to New Trade: add the trade and select Save Changes.
Once saved, the new Trade will appear in the Trades list.
How to edit an existing Trade
Go to the Administrator module and select References > FM-Work Data.
On the FM-Work Reference Data, select the Trades tab.
Locate and select the trade you want to edit in the Trade list. After editing, select Save Changes.
Once saved, the edited Trade will appear in the Trades list.
How to delete a Trade
Trades can be deleted if they are not in use in any of the following areas:
- On a Standard Request
- On a Supplier Record
- On a Work Order
Go to the Administrator module and select Reference > FM-Works Data.
Select the Trades tab.
Review the list. If any trades are not in use, a red X box will appear beside the trade.
Click on the red X box to delete from the list.
A pop-up box will appear on the screen to confirm if you want to proceed with the delete.
Select Confirm.
Adding Trades to a Supplier Record
Adding one or more Trades to a Supplier record will streamline your work order triage process by only showing suppliers with the Trade required for the work order.
Go to the Services module > Suppliers > Supplier List.
Search for the Supplier record and select the edit button.
Go to the Types & Trades tab.
Under the Trades section, locate the trade you want to add, and check the box next to the trade.
Select Save.
