Help Center

Using the Jobs List

The Jobs List Filters offer several ways to view jobs in the Tradify system. It’s purpose is to allow quick and easy visibility of the jobs you’re most interested in. The Jobs List Filters are divided into five separate filters all of which contain categorized sub-filters.

 

Jobs Status - filters all active jobs entered into Tradify by different statuses depending on the job progress and excludes cancelled and/or completed jobs. Active Jobs will filter all jobs excluding Complete and/or Cancelled. All Jobs will filter all jobs including Complete and/or Cancelled.

 

 

 

Scheduled - filters scheduled jobs by Day / Week / Month with an extra option to Select Dates.

 

 

 

Assigned - allows filtering of jobs by assigned staff.

 

 

 

Categories - filters by job category #1 and #2.

 

 

 

Search Text - filters by text you enter into the search box.

 

 

Was this article helpful?
0 out of 0 found this helpful

Comments

Please sign in to leave a comment.