Managing Trades

In Fixxbook a trade describes a type of work your company performs and is a foundation for your account. You may cover one or many trades and you may cover those trades in different geographical regions. The trades you select will be used when companies perform a contractor search and as a starting point to other client requirements sections. Ask your client if there is a specific trade they need you to select so you show up correctly for reporting.

Searching for Trades

To assist with benchmarking, Fixxbook has a list of master trades which you can select from. You can view a list of all trades and aliases or simply search for a trade. When you perform a trade search you will receive a list of potential matches to pick from. If you hover over a trade you can view the alias trade relationship. You can also scroll through the complete listing of trades.

How To Search For Trades:

  1. On the Trades page, click Trades. The Please select trades you perform page appears.
  2. In the top-middle of your screen, enter your trade in the Search trades box. The list of potential trades will appear.
    Search For Trades
    Note: In situations where a trade has already been added to your company’s list, searching for that trade will lead to no results.

How To Add A Trade:

  1. On the Trades page, click Trades. The Please select trades you perform page appears.
  2. Locate your trade via search or scrolling.
  3. Click the trade. The trade is added to your company’s list.
    Add Trades

How To Delete A Trade:

Note: When you have only one trade listed you can’t delete that trade until a new trade is added.
Note: When a trade is assigned to a region you must remove that assignment before you can delete the trade. 
  1. On the Trades page, click Trades. The Please select trades you perform page appears.
  2. On the right side of the page, hover on the desired trade. A trash can appears.
  3. Click the trash can for the desired trade. The trade is removed from the list.