Create Job From a Job Template in a Customer Profile

Learn how to create a Job from a template in a Customer Profile. This will automatically assign your new job to the customer.

Firstly, head to the Customer Dashboard and go to your customer. Now, go to the Jobs tab and select New Job from Template.

Using the drop-down field, select the relevant Template and press Ok.

Tradify will now create a new Job from the selected Template. It will already have the customer assigned. To find out how to create a job from a template that is not attached to a customer, check out Create Jobs From Templates.