Trade Trak has been developed specifically to help with job management. Once you’ve created a job, you’re also able to edit or delete them directly from the ‘Jobs’ module which can be found in the navigation bar at the top of any page on Trade Trak.
Create New Job
To add a new job into the app, select ‘Create new job’ in the top right corner of the ‘Jobs’ page.
When creating a new job on Trade Trak, there are a number of details you are requested to enter. Mandatory fields are marked by an asterisk.
1) Name *
This is a mandatory field.
Companies often choose to enter the job’s address or the client’s name in this section.
Here you can use the text entry box to add a few words to describe the job.
You’re able to edit the text in this field how you like it.
Your edit options are:
- Font size
- Background colour
- Foreground colour
- Bullet point
- Add a table
You are also able to paste text copied from another program.
3) Site Address
When you start typing the site address, Trade Trak will provide suggestions which are supplied by Google Maps.
If you have subcontractors linked to your company on Trade Trak, you can select one from a drop-down menu to share the job with.
5) Private Job
Choose whether or not you would like this job to be made private from other users.
Select from a drop-down menu the users you would like to share the job with. You can add as many as needed, and if you select a user by accident, you can click the ’x’ that appears next to their name to remove them.
7) Client *
This is a mandatory field.
You can select a past client from a drop-down menu or click the ’+’ to add a new client.
8) Site Contact
Enter the person who would be the best to contact when onsite. You can select from the drop-down menu or add them to the system by clicking ’+’.
9) Additional Site Contacts
You are able to add more site contacts if one isn’t enough.
10) Start Date
The date the job will commence on. Select from the calendar view.
11) End Date
The date you anticipate the job will finish on (this can be edited later). Select from the calendar view.
Select from the drop-down menu what the status of the job is. Statuses can be customised in company settings.
Once you are satisfied with the details you have entered for the job, press ‘Create’.
13) Custom Fields
Fill in any custom fields you have created to be added to jobs. You can create new custom fields in the 'Company Settings' menu.
Edit and Delete Jobs
To edit a job, locate it on the ‘Jobs’ page and press the ’...’ button on the right of the same line as the job name.
A drop-down menu will appear, where you can select ’Edit’. Here you will be able to edit all of the details that you entered when creating the job - there are no different or restricted features.
To delete a job, from that same drop-down menu select ’Delete’.
Changing Job Status
Job statuses can be changed when editing a job or from the job’s ’Details’ page.
When you open a job, you will see the job status immediately. It is located near the start and end date, and description.
To change the status, click on the status itself or the arrow to the right of it. A drop-down menu will appear where you can select your new job status.
To find out how to create custom job statuses, read our article here.