Assigning Staff To Jobs on Tradify Mobile

Learn how to assign staff to jobs on the Tradify mobile app. 

There are two ways to go about assigning Staff from the Tradify Mobile App:

  1. From the Jobs Tab Jobs_Button.png on the bottom menu. This assigns Staff to a Job.
  2. From the Scheduler Tab  Scheduler_Icon.png  on the bottom menu. This assigns Staff to an Appointment.

Assigning Staff to a Job 

  1. Log into your Tradify account on the Tradify Mobile App.
  2. Go to the Jobs Tab Jobs_Button.png on the navigation bar.
  3. Select the Job you want to assign Staff to, or tap Add_button.png on the bottom right to create a Job.
  4. Tap Staff (scroll down to find it) and select the Staff you want to assign.
  5. TapBack_Icon.pngon the top left to secure your changes.
  6. Finish customising the Job, and tap the  Save_Button.png  button on the top right to secure your changes.

Note: The Job will go from being Unassigned_Button.png(as it is by default) to being Assigned_Button.png.

 

Assigning Staff to an Appointment 

  1. Log into your Tradify account on the Tradify Mobile App.
  2. Go to the Scheduler Tab Scheduler_Icon.png on the bottom menu.
  3. Select the Appointment you want to assign Staff to or tap Add_button.png on the bottom right to create an Appointment.
  4. Tap Staff and select the Staff you want to assign.
  5. TapBack_Icon.png on the top left to secure your changes.
  6. Finish customising the Appointment, and tap the Save_Button.png button on the top right to secure your changes.

 

Removing Staff from a Job 

  1. Log into your Tradify account on the Tradify Mobile App.
  2. Go to the Jobs Tab Jobs_Button.png on the bottom menu.
  3. Select the Job you want to remove Staff from.
  4. Tap Staff (scroll down to find it) and select the Staff you want to remove.
  5. Tap Back_Icon.pngon the top left to secure your changes.
  6. Finish customising the Job, and tap the Save_Button.png button on the top right to secure your changes.

Note: The Job will go from being Assigned_Button.pngto being Unassigned_Button.png.

 

For information on using the web app, check out Assigning Staff to Jobs on Tradify Web. 

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