Assigning a Connections to a Job

Who can use this?

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

Topic

How to assign Jobs to Sub-contractors or Connections. Below the instructions, we're also providing ways to send job notifications to them and what it looks like from their end.

 

Instructions

To add to your Jobs:

  1. Head to your desired Job.
  2. Scroll down and find the Staff & Connections section.

  3. Type in your subcontractor's email address or select the users with the connect icon next to their icon. 
  4. Select OK.
  5. Select Share Job Details with Connection.


  6. Select Save.

You should receive confirmation like the below photo then click Ok.

mceclip1.png

What does my subcontractor/connection see?

Your subcontractors will see an overview of the Job they've been assigned to and an option to create a Tradify account if they don't already have one. 

Staff & Connections both will see:

  • Job number
  • Job address
  • Customer details
  • Site details
  • Job description
  • Job tasks

Note: This does not change any of the content that is received in the emails sent out to your staff and old subcontractors.

 

Additional Information

If you'd like to see how to schedule appointments to Connections, please see this link: How To Use Tradify's Scheduler to Work With Subcontractors – Tradify Help Centre (tradifyhq.com)

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