How to add a New Site from a Job

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Platform: Web        Plan: Lite | Pro | Plus        

Topic

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

 

Instructions

To get started:

  1. Head to 'Jobs' > then either make a new job or select the job you want to update.
  2. 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)

    Screenshot 2023-10-31 at 4.07.29 PM.png

  3. 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).

    Screenshot 2023-10-31 at 4.11.39 PM.png

  4. Your all done and have added a site directly from the job.

 

Additional Information

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

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