Use Tradify's Job Card Dashboard

Disclaimer: This feature is currently in early access (Beta) and is not available to all Tradify users at this time. If you are interested in participating in early access testing for Tradify, please complete Tradify's Early Access Form HERE. Submission of the form will place you on the list for potential consideration for future early access testing opportunities. 

Topic

Tradify's new Job Card Dashboard combines all the tabs into one easy-to-use overview page, allowing you to manage your job tasks like creating documents, entering timesheets, adding notes, and more, all in one place.  

Add Staff

1. Hover over the Staff & Schedule Widget.
2. Select + Assign Staff.
3. Search for and select the staff member(s) you want to work on the job.
4. Select Save & Continue on the job.
   
   

Add Notes & Files

1. Hover over the Notes Widget.
2. Select Add a Note, Photo or File.
3. Add a written note.
4. (Optional) attach any files you want to add.
5. (Optional) Select a staff member if you would like to notify about the note.
6. Select OK.
7. Select Save & Continue on the Job.
   
   

Create Quotes, Invoices, Bills, and More

1. Hover over the Documents widget.
2. Select Create Invoice (or select More and select a document type from the dropdown).
3. Fill out the details and select Save on the document.
   
   

Add Costs

1. Hover over the Cost & Profitability widget.
2. Select to Upload PDF or Image to add a bill and then copy the cost from the bill to the job (or select Add a Cost and select an option from the dropdown for other methods of adding costs).
3. Select Save & Continue on the job.
   
   

For info on how the Costs and Profitability works, see here: Understand Costs & Profitability on Jobs

Add Tasks

1. Hover over the Tasks widget.
2. Select Add a Task.
3. Fill out the task name, description, staff member and estimated cost.
4. Select Save on the Task.
5. Select Save & Continue on the Job.
   
   

Arrange the Job Widgets

1. Over over the widget you want to move.
2. Click and hold on top of the widget and drag it up/down to rearrange the widgets for you viewing.
   
   

Additional information

See here for more info on the new Job Card Dashboard: Understand Costs & Profitability on Jobs