Jobs

Job Service Reports

• Create a Job Service Report
• Reordering and Hiding Content
• Email a Job Service Report
• Approve or Revise a Job Service Report
• Accepting and Declining a Job Service Report
• Cancelling Job Service Report

Job Settings & Properties

• Job Settings
• Job Tasks
• Job Statuses
• Job Categories

Creating and Processing Jobs

• Creating Jobs
• Assigning Staff to Jobs
• Scheduling Jobs
• Adding Time/Labour to Jobs
• Adding Material Costs to Jobs
• Attaching Files to a Job

Job Templates

• Creating & Configuring Job Templates
• Creating Jobs from Templates

Working With Subcontractors

• Sharing Job Details With Subcontractors
• Creating New Job Appointments with Subcontractors
• Editing and Removing Subcontractor Appointments

Recurring Jobs

• Creating a Recurring Job
• Can I Attach Notes to Recurring Jobs?
• How Do I Create Yearly Recurring Jobs?

Job FAQ's

• Can I Import Historical Jobs into Tradify?
• Can I Bulk Update Existing Jobs?
• Missing Job Numbers?
• Can I change the Job Number on a Job?
• How do I Manage Variations on Jobs?