Create your first job
Create a client job and get it ready for scheduling.
Updated 17 Sep 2026
Jobs are the main workspace for keeping the commercial and field information for a piece of work together.
Create the job
- Open Jobs from the TradePilot menu.
- Select Add Job.
- Choose an existing client or create a new client.
- Enter the job name, site details and any reference information.
- Select Save to create the job.
What happens next?
You can now schedule the job, add files and forms, build billing items and record job activity from the job workspace.
Was this article helpful?
A quick answer helps us keep the Help Centre useful.
