Creating a new Job

George Bates

Last Update 4 years ago

Adding a new job in Tradiemate is easy as!

From any area, click the + icon in the top right hand corner and choose New Job. This will take you to the new job screen where you can input all the details of the job.

First, change the status of the job if it's not the default and add any tags you require

Next you can either add a new contact, or assign the job to a previous contact

Now provide the address for the job. Address search is provided by Google Maps. If you cannot find the address you're looking for, you can manually change the details by clicking Enter Address Manually.


You can also provide a nickname for the job here.

Lastly fill in any custom fields your organisation has defined for new jobs and then click Create.

That's it! You will now be redirected to your new job where you can add any other job contacts and get started managing your job. 

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