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Create Trade Type Templates Efficiently In ReadyTeam

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Quick guidde​

This demo showcases how to create a trade type template within Readyteam.

Go to app.readyteam.ai​

1. Select User Section​

Click the user section to access your Readyteam profile and settings.

Select User Section

2. Open System Settings​

Navigate to System Setting to configure application preferences and templates.

Open System Settings

3. Access Template Setup​

Click Template Setup to manage and create various templates for your workflows.

Access Template Setup

4. Choose Trade Type Section​

Select Trade Type to manage trade type templates.

Choose Trade Type Section

5. Create New Template​

Click Template to create new trade type templates.

Create New Template

6. Enter Template Name​

Enter your trade type template name to identify the template clearly.

Enter Template Name

7. Enter Description Text​

Enter the description that outlines the responsibilities of the aircon contractor.

Enter Description Text

8. You can also use AI to Generate Description​

You can take help of ReadyTeam AI feature to generate the template description for you.

You can also use AI to Generate Description

9. Enter the Template Context​

Enter the template context for which you want to generate the description.

Enter the Template Context

10. Activate AI Feature​

Click AI to utilize artificial intelligence for creating comprehensive trade type descriptions.

Activate AI Feature

11. Add Template​

Click Add to save the new trade type template and make it available for use.

Add Template

This demo demonstrated how to efficiently create a trade type template in Readyteam, enabling you to define contractor roles clearly and streamline project management. Start creating your own templates today to enhance workflow organization and communication.