How to add a New Site from a Job

Updated August 07, 2024 05:44

Permissions (78).png

Today we will cover how to create a new site directly from a job.

To get started:

Head to 'Jobs' > then either make a new job or select the job you want to update.
from there you should see the 'Job' tab inside the Job and have the option 'site' > add you customer, then click the plus next on the end of the box to create a new site.
(see below for reference)
This will bring up a menu to create your new site, you will need to name the site and add an address(everything else is optional).
Your all done and have added a site directly from the job.

For more info around this topic see here: How To Create a Site in Tradify Web

Comments