How To Create a Job in Tradify Mobile

You can create Jobs in Tradify's mobile app. Like the Web App, there are multiple ways to create Jobs.

Creating Jobs from the App Dashboard

There are several ways to create a Job within the Tradify App. The most common way is via the App Dashboard. To get there, use the app taskbar and scroll to the left. Click on Dashboard and click the + icon next to Jobs.

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Note: Once you're in the Job screen, the following field will be available to edit. 

Customer – Use this field to add the relevant Customer to your Job.

Note: If this Job is for a new customer, click the '+' icon to create the customer from scratch. You can find out more about entering a new customer here. 

Site - Use this if your customer has separate physical locations and you wish to record which customer location this Job is at. For more information on setting up and configuring sites, please see here.

Reference – Use to input a reference on the Job.

Pricing Level - Use to determine which pricing set to charge on this Job. For more information on setting up and configuring Pricing Levels, please see here.

Job Category #1 and #2 – A way of categorising your jobs in a meaningful way. The default categories are Job priorities and job work types, you can use these or define your own custom categories. You can find out more about Job categories here.

Job Address – The physical address of the Job. Search for the address by typing in the job address field. Once the address has been located, a green tick will appear on the right-hand side. This indicates Tradify's ability to display this job on the map.

Job Description – Use to input a description of the work to be done.

Job Contact, Phone and Mobile – The contact details of the person who has requested the work.

Site Contact, Phone and Mobile – The contact details of the person located on site.

Custom #1 – #4 – Use Custom fields to add information specific to your business that you wish to record on the job. For more information on setting up and configuring Custom fields, please see here. 

Assign Staff – Use this button to select staff to assign the Job to.

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