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Use trades to group services

Trades are the types of services your organization provides to your customers. In Field Service, use trades to group incident types together. Configure trades and trade coverages to simplify the creation of work orders and the services that are provided in a functional location or for a service account, or for accounts at locations. Using trades adds another layer of details to create reports and filter charts on reports.

Trade coverage defines which trades are covered for an account or a location to ensure the right level of service is provided. For example, if a location doesn’t have AC (air conditioning), it shouldn’t be possible to create an incident related to the AC system for that location. The same logic applies to accounts if the service contract doesn’t include HVAC (heating, ventilation, and air conditioning) maintenance.

Prerequisites

Create trades

Before you can map incident types to a trade, an admin must define the trades that are available for your business.

  1. Go to Settings > General > Trades.

  2. Select New.

  3. Name the trade and Save it.

    Screenshot of a list of trades.

Map trades to incident types

To group incident types by trade and create reports based on trades, an admin must configure the mapping. An incident type can map to one trade only.

  1. Go to Settings > Work Orders > Incident Types.

  2. Open the incident type record you want to map to a trade.

  3. On the Details tab, choose the value in the Trade field.

    Screenshot of an incident type record with a mapped trade.

Configure trade coverages

Choose coverage and exclusions to define the account or functional location that a trade covers or doesn't cover.

  1. Go to Settings > General > Trade coverages.

  2. Select New.

  3. Choose the Type for the trade.

    • Coverage defines the account or functional location that a trade covers.
    • Exclusion removes trade coverage for the account or functional location.
  4. Choose a trade and select an account, a functional location, or both.

  5. Save the trade coverage.

    Screenshot with list of trade coverages.

Alternatively, you can go to your Accounts page and on the Trade Coverages tab, configure trade coverage from there. That way you can see trade coverage with your service accounts and the trade coverage is automatically mapped to the right account. The Trade Coverages tab is available for certain accounts such as Customer.

Trade coverage example

Trade coverage

Account Trade Location Type
Contoso Plumbing - Coverage
Contoso HVAC Washington Coverage
- Plumbing California Coverage
- Roofing Nevada Coverage
Contoso Roofing Nevada Exclusion

Work order

Account Trade Location Validation Reason
Contoso Plumbing Arizona Covered Plumbing for Contoso isn't restricted to a functional location.
Contoso Roofing Washington Not covered Roofing for Contoso has no trade coverage defined.
Contoso HVAC Seattle Covered HVAC for Contoso is covered in Washington state and Seattle is in Washington state.
Northwind Traders Plumbing San Francisco Covered Plumbing is covered regardless of the service account in California and San Francisco is in California.
Northwind Traders Roofing Los Angeles Not covered Roofing, regardless of the service account, is only covered in Nevada. Los Angeles is in California.
Contoso Roofing Las Vegas Not covered Roofing for Contoso has an exclusion defined for Nevada. Las Vegas is in Nevada.

Next steps