Skip to main content

Publish Trade Type Templates Using ReadyTeam

Click here to watch

Quick guidde​

This demo showcases how to publish 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​

Click System Setting to access configuration options for your Readyteam environment.

Open System Settings

3. Access Template Setup​

Click Template Setup to manage and configure various templates within the system.

Access Template Setup

4. Choose Trade Type Section​

Click Trade Type to view and edit trade type templates available in Readyteam.

Choose Trade Type Section

5. Select Specific Template​

Click Plumber Template to open the specific trade type template you want to publish.

Select Specific Template

6. Click on "Settings" Icon​

Click the settings icon to explore settings of the selected plumber trade type template.

Click on 'Settings' Icon

7. Publish Trade Type Template​

Click Publish to finalize and make the trade type template available for use.

Publish Trade Type Template

This demo demonstrated how to navigate Readyteam to select, edit, and publish a trade type template efficiently. You can now manage your templates to streamline your workflow and ensure accurate trade classifications.