Creating Jobs
Creating jobs on Trade Trak is quick and helps you to manage your workload.
To create, view, edit or delete jobs on Trade Trak select ‘Jobs’ from the navigation bar at the top of any page in the app.
Create New Job
To add a new job into the app, select ‘Create new job’ in the top right corner of the ‘Jobs’ page.
Job Features
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.
2) Description
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:
- Bold
- Italic
- Underline
- Font size
- Background colour
- Foreground colour
- Bullet point
- Alignment
- 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.
4) Subcontractor
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.
6) 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.
12) Status
Select from the drop-down menu what the status of the job is. Statuses can be customised in company settings.
13) Custom Fields
Any custom fields you have created (eg. Greeting Type Preferred etc.) will be shown here. You can create new custom fields in the 'Company Settings' menu.
Once you are satisfied with the details you have entered for the job, press ‘Save’.