Schedule Jobs in Tradify Mobile's Scheduler

Who can use this?

Platform: Mobile        Plan: Lite | Pro | Plus        Staff Permission: Scheduling and Dispatch

Scheduling Jobs are also known as Creating Appointments. There are two ways to go about it from the Tradify Mobile App:

  1. From the Scheduler Tab Scheduler_Icon.png on the navigation bar. 
  2. From the Jobs Tab Jobs_Button.png on the bottom menu.

Note: You can’t copy Appointments on the Tradify Mobile App — you can do this from a desktop device.

Scheduling a Job from the Scheduler Tab

  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. Tap Add_button.png on the bottom right and customise your Appointment.
  4. 4. Tap the Save_Button.png button on the top right to secure your changes.

Note: If you selected a Job in your Appointment’s customisation, it will now appear as Scheduled_Button.png.

 

Deleting 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 delete.
  4. Tap the Delete_Button.png button.
  5. Tap Yes to confirm.

Note: The Job selected for that Appointment will no longer appear as Scheduled_Button.png

 

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