Using Job Tasks on Tradify Mobile

Using Job Tasks on the Tradify mobile app

Learn more about how to add and edit Job Tasks on Tradify's web and mobile app. 

Job Tasks give you the ability to allocate and manage specific actions or stages that need to be completed on a Job.

Due to the ability to place a budget against each Task, they can also be used to track costs per stage or milestone on a Job.

Labour and material costs can also be allocated to individual tasks which also allows you the ability to separate costs and invoice them separately.

 

Adding Tasks to a Job 

  1. Go to the Jobs Tab Jobs_Button.png on the bottom menu.
  2. Select the Job you want to add a Task to, or tap Add_button.png on the bottom right to create a Job.
  3. Tap the Add_Task_Button.png button (scroll down to find it) and customize your Task

Task-View-on-Tradify-Mobile.jpg

  1. Tap the Done_Button.png button on the top right to secure your changes.
  2. Finish customizing the Job, and tap the Save_Button.png button on the top right to secure your changes.

 

Copying 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.

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