Jobs & the job wizard
Who, what, where, when — booked
A job management app for trades that books a job in four taps and carries every trade's own fields. The job wizard asks the questions a good office manager would; the jobs list shows every trade in one place with priority, distance and round.
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Watch how it works: Book a job
Book a job in a minute: pick the customer and the trade, then answer one simple question at a time. A short narrated walkthrough, with captions.
You just watched
Booking a job in TradeYoke in about a minute
Every trade in TradeYoke keeps its own job: a window cleaning visit is not an electrical job with different labels. What they share is the wizard that books them, the list that shows them and the diary that schedules them. The wizard walks panel by panel — who is it for, what needs doing, where, which round, how long — and each trade adds the panels it needs, so an electrician sees the circuit and certificate questions a gardener never will.
Repeat bookings take seconds because prices, access notes and the customer's location come from the customer record.
What it does
Jobs & the job wizard in TradeYoke
Guided job wizard
Panel by panel, with the trade's own questions; conditional fields only appear when they apply.
Customer search inside the wizard
Pick an existing customer or add one without leaving the flow; duplicates are flagged.
Address lookup and map
Postcode lookup fills the address and pins the job on the map.
Cross-trade jobs list
Every trade's jobs in one list, filtered by trade, person, priority, distance or round.
Access notes and hazards
Gate codes, keys, dogs and site hazards live on the job and show on the phone.
Done from the phone
Mark done, skip with a reason, add notes; completed window cleaning visits flow straight onto the ledger.
The real thing
As it looks today
A real screen from the product, not a mock-up. The same screen is on the phone app.
Book it in four taps
Who, what, where, when
On the round
Prices come from the record
Access notes and usual prices are already on the customer — a repeat booking takes seconds.
Every note, on the record 
In the garden
The same wizard, every trade
One job wizard shapes itself to the trade — gardening, electrical, plumbing or solar.
Booked, quoted, on the diary
More of it, as it looks today
The details
Also worth knowing
- Trade pickerA firm with two compatible trades picks the trade when booking; the wizard adapts.
- Import jobs from a spreadsheetCSV import with a template, dry-run validation and duplicate checks for every trade's jobs.
- Projects for bigger workGroup jobs across trades under a project with a customer, status and dates.
- Documents on the jobPhotos, videos and files attach to the job and show on the customer's record too.
- Message the customer from the jobEvery job record has a Message button beside Directions and On my way. It opens the message wizard already pointed at that customer and that visit, so a booking confirmation or reminder says the right day, time and reference — and the message is filed against the job.
- A late job tells you what it needsOpen a job whose day has passed with nothing recorded and a Missed: needs a decision banner sits at the top with Mark done, Replan and Skip. Decide there and the job list behind refreshes.
- A Jobs list that starts at the top of your phoneOn a phone the first job shows near the top of the screen. The header is one line with the job count and value, search at the top of the screen looks through your jobs, filters and sorting sit in one compact row with a Filters sheet, and import and export are in the menu.
- A job wizard that fills the phone screenThe wizard uses the whole screen on a phone, with Skip at the top for optional steps. Change one answer from the summary and it takes you straight back to the summary with everything else kept.
- One search box, every listThe search at the top of the app searches the list you are on, jobs, customers, invoices or quotes, with its filters as chips underneath; one tap widens it to everything, and the address keeps your filters.
- More jobs on screen on a phoneA slimmer header and tighter cards fit more jobs on a phone screen, with the customer, any Late or Today badge and the price on one line. The schedule's list view gets the same treatment.
Questions
Asked about jobs & the job wizard
Can I book a job on the phone?
Yes. The wizard is the same on iPhone, Android and Windows, and the phone works offline for rounds.
Do different trades have different job forms?
Yes. Each trade module contributes its own panels to the wizard and its own fields to the job, on a shared core.
Can I import my existing jobs?
Yes. Download the CSV template for your trade, fill it in, upload; the dry run tells you what will happen before anything is written.
Is TradeYoke easy to use for booking a job on a phone?
Yes. On a phone the job wizard fills the screen, optional steps have Skip at the top, and changing an answer from the summary returns you to the summary. The Jobs list shows the first job near the top, with search and a Filters sheet. If an address is not found, choose Enter manually and type it yourself.
How do I search and filter my jobs in TradeYoke?
Use the search box at the top of the screen. On the Jobs page it shows a Jobs token and filters your jobs as you type; tap the cross beside it to search your whole workspace instead. A few quick filter chips sit under the box, and every other filter and the sort order are under Filters, which opens as a sheet on a phone. Your search and filters stay in the page address, so a refresh or a shared link keeps the same list, and on a computer Ctrl+K jumps to the search box. The same search works on Customers, Invoices, Quotes, Leads, Documents, Suppliers and the other lists.
Related: Scheduling & rounds · Customers & CRM · Quotes & estimates
See also: how we designed a job that repeats
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