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  on the bottom menu. This assigns Staff to a Job.
2. From the Scheduler Tab    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 on the navigation bar.
3. Select the Job you want to assign Staff to, or tap 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. Tapon the top left to secure your changes.
6. Finish customising the Job, and tap the    button on the top right to secure your changes.

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

Assigning Staff to an Appointment 

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

Note: The Job will go from being to being .

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