Use Job Tasks on Tradify Mobile

Topic

Learn how to add and edit Job Tasks in Tradify's mobile app. Job Tasks help you assign and manage specific actions or stages within a job. Set budgets and allocate labor and material costs to track expenses by stage, milestone, or invoice separately.

Add a Task to a Job

1. Navigate to the Jobs page.
2. Select the Job you want to add a Task to and select Edit on the job, or select the + icon to create a new Job.
3. Scroll down and select Add Task and customise your Task.
4. Tap the button on the top right to secure your changes.
5. Finish customising the Job, and tap the button on the top right to secure your changes.

Mark a Task as Complete

1. Open the Job that contains the Task you want to complete.
2. Tap the Edit button (pencil icon) to switch the Job into edit mode.
3. Tap on the Task you want to complete.
4. Toggle the Completed switch to mark it as done.
5. Tap Save to secure your changes.

Copy Tasks from a Quote

Note: Copying Tasks from a Quote is importing Quote Sections as Job Tasks.

1. Go to the Jobs Tab on the bottom menu.
2. Select the Job you want to copy a Task into, or tap on the bottom right to create a Job.
3. Tap the button (scroll down to find it) and select the Quote you want to copy a Task from.
4. Tap the button on the top right to secure your changes.
5. Finish customizing the Job, and tap the button on the top right to secure your changes.

Additional Information

For more info on using Tradify on mobile, see here: Timesheet Entries on Tradify Mobile