Creating Jobs from the Job Dashboard

There are several ways to create new Jobs in Tradify. The most recommended and common way on the web-platform is via the Job Dashboard. To get there, click Jobs > New Job.

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.

Note: If this Job is for a new customer, click the '+' icon to create the customer from scratch. You can find out more about entering a new customer here. 

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 categorising 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, please see here. 

Assign Staff – Use this button to select staff to assign the Job to.

Creating Jobs from the Scheduler

To create a new Job from within the Scheduler, head over to the Scheduler > click the + icon > followed by + icon (within the Job field).

Creating Jobs from the Dashboard

To create a Job from your company Dashboard, head over to Dashboard > select the + icon > followed by New Job.

Creating Jobs from the Customer Profile

You can also create Jobs directly from the customer profile. To do so, click on Customers > select the relevant customer > click on the Jobs tab > then select New Job.

mobile-section

Creating Jobs from the App Dashboard

There are several ways to create a Job within the Tradify App. The most common way is via the App Dashboard. To get there, use the app taskbar and scroll to the left. Click on Dashboard and click the + icon next to Jobs.

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

Customer – Use this field to add the relevant Customer to your Job.

Note: If this Job is for a new customer, click the '+' icon to create the customer from scratch. You can find out more about entering a new customer here. 

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 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 categorising 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, please see here. 

Assign Staff – Use this button to select staff to assign the Job to.

Creating Jobs from the Scheduler

To create a new Job from within the Scheduler, head over to the Scheduler tab > click the + icon to create a new appointment > then select the Job field > followed by the + icon (within the Job field).

Creating Jobs from the Job Dashboard

To create a new Job from the Job Dashboard, head over to the Jobs tab > then click the + icon.

Creating Jobs from the Customer Profile

You can also create Jobs directly from the customer profile. To do so, click on the Customers tab > select the relevant customer > click the Jobs tab > then select New Job.