Tasks within Tradify offer a valuable method to divide costs across different segments within your Jobs. This enables you to create tasks for distinct work stages and allocate costs accordingly. You can generate separate invoices for each stage within a job.
Allocating Material Costs and Labour to Tasks:
To assign material costs and labour to tasks, follow these steps:
- Navigate to the Cost tab within the job.
- Locate the specific line item that you wish to allocate to a task.
- In the Task field, select the task from the drop-down menu.
Note: You can also assign the task when adding the line item to the job by selecting the "Task" field.
Adding Time Costs to a Job
- Proceed to the Time tab within the job.
- Locate and select the relevant timesheet entry.
- In the Task field, choose and assign the task.
Note: You can also assign the task when adding the timesheet entry to the job by selecting the "Task" field.
Want to know how to create a task? Check out Add Tasks to a Job.
If you're looking for how to invoice tasks, check out Invoicing Tasks from a Job.