Tradesly · Guide
The catalog: ticket types, dispositions, customer types, job types
The labels your business runs on — and where to change them.
Every business runs on labels. What kind of job was that? How did the call end? Is this a homeowner or a property manager? Get the labels right and your reports mean something; get them wrong and every number is an argument.
The catalog is where those labels are yours — in your words, changed by you, on an afternoon rather than a project.
1 What's in the catalog
- Ticket Types — what kind of work a conversation is about. These shape how new work is raised and sorted.
- Dispositions — your outcome labels: how a conversation actually ended. Use the words your team already uses when someone asks what happened and what comes next.
- Customer Types — the kinds of people you serve, when the difference matters to you: homeowners, property managers, builders.
- Service Types or Job Types — the work you do, named your way. The option shown depends on the scheduling or connected system configured for your account.
2 Your words in the places your team works
Catalog labels appear in the product wherever that kind of choice or result is shown. For example, dispositions help your team read outcomes, and service or job types help people choose the right work. Keep the names short, distinct, and familiar to the people who will use them.
Before renaming or archiving a label, check the screens and reports your team depends on. Historical records may continue to display the label associated with them, and a connected product may have its own separate vocabulary.
3 If you use a CRM
Your CRM has its own statuses and vocabulary. If your connection presents mappings, review them after adding, renaming, or archiving a Tradesly label. Use a controlled test record to confirm that the result appears where your team expects; do not assume that matching names alone create a working mapping.
4 The steps
Open the Catalog section you need in Settings.
Ticket Types, Dispositions, Customer Types, and whichever of Service Types or Job Types your account has.
Flip Show Archived on before you add anything.
Retired labels come back into view, so you don't create a second one that means the same thing.
Press New Disposition.
The other sections read New Ticket type, New Customer type, Add Service Type and Add Job Type — same form underneath.
Give it a Label, a color and a description.
The Label is what your team picks from a list at 4 PM on a Friday, so write it the way they'd say it.
For a disposition, choose the category shown.
Pick the customer outcome and follow-up meaning your team intends, then verify how it appears on the Dashboard.
Press Save, then verify it.
Open the screen where your team uses that label and confirm that it appears as expected. If a CRM is connected, test the related outcome there as well.
5 How editing works
Editing the catalog is admin-only — these are the words your whole operation runs on, and they shouldn't drift casually. Adding a label is a small form, not a project, and a Show Archived toggle keeps retired labels out of everyone's way without deleting the history that used them.
Two habits keep a catalog honest:
- Match how your team actually talks. If everyone says “no-heat call”, don't label it “HVAC — priority inquiry”. Labels people wouldn't say out loud don't get used.
- Keep the list short enough to choose from. Ten dispositions people use beat thirty they scroll past. Add a label when reality demands it, not in advance.
6 Before a larger cleanup
Make catalog changes in the company you intend to update. In a multi-brand account, check the company shown in the workspace before saving. If several labels need work, change one, verify the result, and then continue. That gives your team a clear point to stop if a report, filter, or integration no longer reads the way they expect.
Archive an old label instead of creating a near-duplicate whenever the existing option already represents the same real-world outcome. If you are unsure how a change affects older records or a connected CRM, contact support with the company name and label; do not experiment on several production labels at once.