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Builder: How do I create Job Schedules?

Jobs contain all the Tasks for a project. All Jobs within TradeTrax must be within a Community.

For more information on Jobs, visit the Builder Job Schedule article.

Why is creating a Job helpful?

Creating new Jobs ensures that Trades have a centralized reference point for all real-time information of the Tasks to complete and their expected dates.

How to create a Job:

Creating Jobs is only available on the web portal:

  1. Click on the Jobs tab in your menu.
  2. Click on "Create Job" in the top right corner.
  3. This will trigger a "Create New Job" pop-up window. 
  4. Enter the name of the new Job. Select the desired Community from the dropdown, enter additional information such as Lot number and Square Footage, and select the Template you wish to use to create the job.
  5. Click on the Create Job button.
  6. A confirmation message will appear once you have successfully created the Job.
  7. You will be redirected to your new Job Schedule details view.

Alternatively, you can create Jobs from within each Community:

  1. Click on the Communities tab in your menu.
  2. Click on the Community you wish to create the Job within. 
  3. Click Create Job at the top right of the screen.
  4. Enter the name of the new Job. Select the desired Community from the dropdown, enter additional information such as Lot number and Square Footage, and select the Template you wish to use to create the job.
  5. Click Create Job.