Creating Your First Job
Jobs are the heartbeat of Trade2Base. Every piece of work you do — from a boiler service to a full rewire — lives inside a Job record. This guide walks you through creating your very first one.
Step-by-step
Click "Jobs" in the left-hand sidebar. You'll see your jobs list (empty for now).
Hit the blue "New Job" button in the top-right corner of the Jobs screen.
Type a customer name in the customer search box. If they already exist, select them. If not, click "Create new customer" and enter their name, phone, and address.
Give the job a clear title (e.g. "Boiler service — annual"), add a description with any relevant details, and set the scheduled date and time.
Use the "Assign to" dropdown to pick an engineer. If you're a sole trader, assign it to yourself.
Change the status from "New" to "Booked". This confirms the appointment and can trigger an automatic customer notification.
Click "Save job". Trade2Base creates the record and generates a unique job reference number automatically.
Handy tips
When you select an existing customer, click the phone icon next to the address field to pull their saved address directly into the job. This saves re-typing the same address every time.
Use the Notes tab on the job to record anything your engineer needs before arrival — gate codes, parking restrictions, whether a dog is on-site. These notes are visible to the assigned engineer in the mobile view.
What happens next?
Once the job is saved, you can convert it into a quote, raise an invoice directly, or share the customer portal link so the customer can track progress in real time.
Still need help? Contact support