Start a Job from the Job Dashboard

Instructions

1. Navigate to the Jobs page.
2. select New Job or select the drop down arrow (⌄) to use a template. 
   
   

Job Field Information

Note: Once you're in the Job screen, the following fields will be available to edit.

• Customer – Use this field to add the relevant Customer to your Job or use the (+) icon to create a new one to link to the job.

Note: The customer search looks across names, addresses, and contact details. If you have many customers with similar names or shared addresses, try searching for a more specific detail like the customer’s email or phone number. You can also start a Job directly from the Customer Profile instead.

• Site - Use this if your customer has separate physical locations and you wish to record which customer location this Job is at. For more information on setting up and configuring sites, please see here.
• Reference - Use this field to input a reference on the Job.
• Pricing Level - Use to determine which pricing set to charge on this Job. For more information on setting up and configuring Pricing Levels, please see here.
• Job Category #1 and #2 - A way of categorizing your jobs in a meaningful way. The default categories are job priorities and job work types, you can use these or define your own custom categories. You can find out more about Job categories here.
• Job Address - The physical address of the Job. Search for the address by typing in the job address field. Once the address has been located, a green tick will appear on the right-hand side. This indicates Tradify's ability to display this job on the map.
• Job Description - Use to input a description of the work to be done.
• Job Contact, Phone and Mobile - The contact details of the person who has requested the work.
• Site Contact, Phone and Mobile - The contact details of the person located on site.
• Custom #1-#4 - Use Custom fields to add information specific to your business that you wish to record on the job. For more information on setting up and configuring Custom fields, take a look at our Job Settings article. 
• Assign Staff - Use this button to select staff to assign the Job to.

Additional Information

See here for more info on jobs, see here: Job Settings in Tradify