Scheduling a Job from a Job Card

Who can use this?

Platform: Web        Plan: Lite | Pro | Plus        Staff Permission: Scheduling and Dispatch

You can schedule a job from within the job card. 

To schedule a job in Tradify, follow these steps:

  1. Open the relevant job card within Tradify.
  2. Navigate to the Scheduler tab within the job card.
  3. Click on the "Open Scheduler" button to access the scheduling tool.

Creating an Appointment

Once you've opened the scheduler, you can create an appointment by following these steps:

  1. Review the available time slots displayed in the scheduler interface.
  2. Locate the desired time slot and click on it to create the appointment.
    • Tradify automatically links the job to the appointment, ensuring seamless organisation.

Customising the Appointment

To tailor the appointment to your preferences, make use of the provided fields:

  1. Fill in the necessary details such as appointment title, duration, and location.
  2. Assign any relevant staff members to the appointment.
    • If multiple staff members are selected, Tradify will add separate appointments for each.

Saving the Scheduled Appointment

After customising the appointment, save it to finalise the scheduling process:

  1. Double-check that all details are accurate and complete.
  2. Click the "Save" button to create the scheduled appointment.

Additional Notes:

  1. Date and Time: If your appointment extends past midnight, Tradify will automatically create a secondary appointment for the following day to ensure accurate scheduling.

  2. Staff Members: When selecting multiple staff members, Tradify will add separate appointments for each individual, keeping everyone informed and on track.

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