Jobs and diary

Track work through its stages and book it into your diary.

• How to set up a recurring jobSet a job to bill weekly, fortnightly or monthly, and have Trame prepare draft invoices on your schedule.
• How to create a jobAdd a one-off job with a client, a title and a starting status in under a minute, or switch to a recurring job if the work repeats.
• How to move a job through its stagesSee what each job status means, how Trame advances most of them for you, and when you need to change one yourself.
• How to book appointments and use the diaryBook, move and cancel appointments from the Schedule page or from the job itself, and read what each colour on the diary means.
• How to set a site address for a jobAdd a site when the work is not at your client's own address, such as a flat a landlord lets, and keep the occupier's details with it.