Trade Pack Settings

Set the workspace-wide defaults that Trade Pack applies to new work orders — numbering prefix, starting priority, default job length, and what field workers can capture or see on a job.

Who can use it — Trade Pack is an optional add-on module; this page only exists for workspaces with it enabled. Within a Trade Pack workspace you need the Manage Trade Pack Settings permission to open the page — by default this sits with the Management and Trade Pack Admin roles. The Trade Pack Worker role does not get it, so field workers can't change these defaults. See Roles & Permissions for how access is set.

Where to find it — Trade Pack → Trade Pack Settings in the sidebar.

How to use it

Every field on this page loads with the workspace's current value (or a sensible default if nothing's been set yet). Change what you need and select Save settings at the bottom — changes apply immediately to new work orders; they don't touch work orders already created.

Work orders

Number prefix — up to 12 characters, prepended to every work order number (e.g. WO or PLU). Required. The numbering sequence itself is continuous and never resets, even if you change the prefix later.
New work orders start as — Job or Quote. Controls whether a newly created work order opens straight into the job phase or starts in the quote phase.
Default priority — the priority a new work order gets unless someone changes it: Low, Normal, High, or Urgent. Defaults to Normal.
Default job duration (minutes) — the default length used when scheduling a new job.

Field workflow

One active timer per worker — when on, a worker must stop their running job timer before they can start another. On by default.
Require a completion photo — when on, a work order can't be marked complete without a photo attached.
Customer output requires office approval — when on, customer-facing output (e.g. an invoice or receipt) generated from a work order needs office sign-off before it goes out. On by default.

Payments & customer output

Enable payment capture — turns on the ability to record payments (field or office) against a work order. Off by default.
Workers can see billable rates — when on, field workers can see the billable rate on a work order, not just internal cost. Off by default.
Workers can enter material cost — when on, field workers can add material costs to a work order themselves. Off by default.
Send a customer receipt by default — pre-ticks sending a receipt to the customer when a work order is completed or paid. Off by default.

Connected pages

Work Orders — where the number prefix, starting phase, priority, and duration defaults are applied to every new work order.
Dispatch Board — scheduling uses the default job duration when a new job is placed.
What is Subgrade? — Trade Pack as an add-on module.

Tips & common mistakes

Changing a default here doesn't retroactively change existing work orders — only new ones pick it up.
If field workers say they can't see rates or enter material cost, check Workers can see billable rates / Workers can enter material cost here before assuming it's a permissions issue.
Turning off Enable payment capture doesn't delete any payments already recorded — it just stops new ones being captured.
The Number prefix change doesn't reset or replace existing work order numbers — only new ones use the updated prefix.