Trade kits — the tools and starter content for your kind of work

A trade kit is the set of tools a kind of work uses, with the starter content that makes them useful the first day — the kinds of work, a visit checklist, the readings a visit takes, the kinds of unit you work on. It is how a new business gets a product shaped like its trade without switching things on one at a time.

See what each trade’s kit brings

There is a kit for HVAC, plumbing, electrical, pest control, cleaning and landscaping, and a general one — the tools nearly every service business uses, which every trade’s kit also carries. Each trade’s kit has a page that lists exactly what it brings, with every tool linked: HVAC, plumbing, electrical, pest control, cleaning and landscaping.

A kit for a trade that keeps a compliance record brings that too — the refrigerant record for HVAC, the pest control application record, the lawn care record for landscaping — kept on the kinds of work that need it once Compliance is on.

A trade SMG Tools has no kit for yet — roofing, painting, handyman work, appliance repair — is offered the general kit, and the Tools page suggests the tools made for that trade beside it.

Take your trade’s kit when you set up

Setup shows your trade’s kit straight after your business details, as one card you can untick line by line, and nothing is added until you continue. It opens on the trade you told us, or the one read off your website or your description. The whole step is explained in Start with the tools for your trade.

Skip setup and you are shown the general kit first, with Start with these and Start with nothing — nothing is added without a click.

Take a kit any time after

Start from a kit, at the top of the Tools page, shows any trade’s kit against what your business already has, and adds only what is missing. Taking one after setting up by hand, or taking the same kit twice, is safe. How it reads, line by line, is in Start from a kit for your trade.

Know what a kit never does

A kit never removes a tool or changes anything you already have. A job type, checklist, reading or kind of unit with the same name as one in the kit is left exactly as it is, and the kit’s is not added beside it.

It does not add what your plan leaves out. A tool included in Professional stays out on Starter, and the kit says so rather than adding it. A tool that has to be set up on its own page first — Online Booking, until a service can be booked — is named with what it needs and left for you.

It is not a price list. No kit brings prices, rates or cost templates; what you charge is yours to write.

Only the owner takes a kit. Each tool a kit adds is recorded with the kit as the reason, so its answer to Why can’t I see it? reads Added by {you} with the Plumbing kit rather than as an add by hand.

Find your trade’s tools after you start

The Tools page’s Suggested for {your trade} row reads your trade’s kit and shows the tools from it you have not added, the trade’s own first — see Take a tool suggested for your trade. And the assistant’s Help tab, asked what a business like yours uses, answers with your trade’s kit and which of its tools you have — see The assistant.