There are several ways to enter a job into Tradify. This article describes three different approaches you can take. You should choose the approach that best matches the workflow you follow when entering a job.
Entering a job using the jobs list
The easiest way to enter a job is in the jobs list. You can get to the jobs list by clicking on Jobs in the main navigation bar. Next you need to click on New Job.
Once in the job screen, enter the required information as described below:
Customer – The customer this job is for. If this job is for an existing customer, search for the customer by typing in the customer field.
If this job is for a new customer, enter a new customer by clicking in the '+'. You can find out more about entering a new customer here.
Site - Use this if your customer has separate physical locations and you wish to record which customer location this job is at.
Reference – A customer reference or customer purchase order number.
Pricing Level - Used when quoting and invoicing to determine which set of prices to charge for this job.
Job Category #1 and #2 – A way of categorising your jobs in a meaningful way. The default categories are job priorities and job work types, you can use these or define your own custom categories. You can find out more about job categories here.
Job Address – The physical address of the job. Search for the address by typing in the job address field. While you type, matching addresses will appear in the drop down list below. As soon as you see the address you’re looking for in the drop down list, stop typing and simply click on the address to select it. The red icon on the right of the job address field will turn green, indicating that the job location has been identified. This allows Tradify to show this job on the map.
Job Description – A description of the work to be done.
Job Contact, Phone and Mobile – The contact details of the person who has requested the work.
Site Contact, Phone and Mobile – The contact details of the person located on site.
Custom #1 – #4 – Information specific to your business that you wish to record with this job.
Assign Staff – Use this button to select staff to assign the job to.
Entering a job using the scheduler
If you want to enter a job and schedule it at the same time, enter a job using the scheduler. You can get to the scheduler by clicking on Scheduler in the main navigation bar. Next you need to double click on an empty time slot in the scheduler. In the screen shot below we are going to enter a new job assigned to Jim Page scheduled for 7:00 am on Saturday 9 May.
When the scheduler appointment dialog appears you’ll see that the job field says Search by job number or customer. Since we are entering a new job we don’t want to do this. Instead click in the job field and then click on New Job.
Enter all of the relevant job information as described above, then click Save.
Adjust the start and end times, and enter a note if you need to. Click Save and you’re done. You’ve just entered and scheduled a new job.
Entering a job using the map
If you want to view a job address before entering a job, enter the job using the map. You can get to the map by clicking on Map in the main navigation bar. Next you need to search for the address which you want to enter the job at.
Once you’ve found the address you’re looking for, click on the address in the drop down list to show the address on the map.
Click on the New job at this address link to enter a job at this address.
Enter all of the relevant information as described above, then click Save and you’re done. You’ve just entered a job at the address on the map.