How to Copy Trade Assignments of one Location to another
Not yet followed by anyonThis article will support you in inviting, assigning and managing your Service Providers
Copy Trade Assignments
After logging into your Ecotrak account, you will land on the main dashboard page. From here, locate and click on the Service Providers tab found in the left menu bar.
Once you have clicked on the Service Providers tab, you will be presented with a list of all Service Providers that have accepted their invite to Ecotrak.
You'll want to click on the Trade Assignment tab at the top.
Once you click on the Trade Assignment tab, you will be able to view your Trade Assignments By Trade, By Location or By Service Provider.
click on By Location and you will see a Copy Trade Assignment Button.
Click on the Copy Trade Assignment button. A screen on the right will pop up and you will be able to select which location you are copying the trade assignments and the target location where it will be copied.
Click on the Save button located at the bottom right and your changes will be saved.
Once you have completed your trade assignment, click on Assign at the bottom right and your changes will be saved.