Assigning Staff to Jobs on Tradify Web

There are two methods that can be used to assign staff to Jobs. The first is to add them directly within the Job and the second is to add them whilst scheduling the Job.

When a Job is assigned to a staff member the following occurs:

  • The Job will appear in the staff member’s Job list under My Jobs and New Jobs.
  • The Job Status will automatically change to Assigned.
  • A notification will be sent to the corresponding staff member(s) notifying them that the Job has been assigned to them.
Note: In order to receive notifications, users must first have notifications enabled within their user preferences. For more information on configuring notifications, please see here.

 

Assigning Staff to Jobs from within the Job

Open the Job > scroll down to Staff > then select the + icon. Once you've assigned your relevant Staff, click the Save button to finalise your changes.

Note: To add additional staff members, click the + icon again.

 

Assigning Staff to Jobs from the Scheduler

Head over to your Scheduler > drag and drop the relevant Job onto your schedule > then use the + icon to assign your staff. Once you've assigned your relevant Staff, click the Save button to finalise your changes.

Note: For more information on scheduling Job appointments, please see here.


 

  

Removing Staff from Jobs

To remove a staff member from a Job, simply open the relevant Job > scroll down to Staff > then hover over the staff member and select the X icon. Once you've removed the relevant Staff, click the Save button to finalise your changes.

Important Note: Removing a staff member from a Job will also remove any scheduled appointments they had scheduled for that Job.

 

 

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