Help Center

Change your main trade or add a trade

2 min read

Your main trade is called your lead trade. You can add a trade from the list and make it your lead trade yourself. If your trade is not in the list, only Servinix support can add it.

Before you start

  • Only the account owner can change trades. Dispatchers and technicians do not see these controls.
  • Adding a trade shows you what it sets up (services, equipment, licenses, units) before anything is saved. Nothing changes until you confirm.
  • You can turn a trade off later and turn it back on without losing what it set up.

Steps: add a trade, or make a different trade your lead trade

  1. Go to Settings and open Trades.
  2. To add a trade, select Add a Trade and pick the trade from the list.
  3. Review what the trade sets up, then confirm.
  4. To change your lead trade, find the trade in Your Trades, open its ⋮ menu, and select Make Lead Trade.
  5. Confirm. The old lead trade stays on as an "Also does" trade. Only the lead changes.

If your trade is not listed

The list of trades is fixed. You cannot type in a new trade yourself. Only Servinix support can add a trade that is not listed.

  1. Contact support. See How to contact Servinix support. Support is staffed Monday to Friday, 10 AM to 7 PM ET. See Support hours.
  2. Send the details below.

What to send support

  • Your company name
  • The email you sign in with
  • The trade you need, and which trade is your main trade today
  • A way for support to check that you own the account

Result / verify

Your trade appears in Your Trades on the Trades page. The lead trade is marked as the lead. The services you can tick on Settings → Account → Profile match the lead trade.

Troubleshooting

You do not see Add a Trade or the ⋮ menu. Only the account owner can change trades. Ask the owner, or contact support.

The trade cannot be added. Some trades are not yet available to add. Contact support and name the trade.

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