How to create a job

Every quote, invoice, appointment and cost in Trame hangs off a job. Creating one takes a client and a title, nothing else is required.

Create a one-off job

1. Go to Jobs and select New job. From a client's own page, the same button opens the modal with that client already locked in.
2. Leave Job type on One-off. Switch to Recurring instead if this is work that repeats on a schedule, that's a different flow, see setting up a recurring job.
3. Under Client (required), switch to Existing and search for the client, or stay on New and fill in their name, and their email, phone and address if you have them.
4. Give the job a Title (required), for example Bathroom retile.
5. Add a Description if it helps, this is optional.
6. Set the Initial status if the job isn't starting from scratch, see below.
7. Select Create job.

Trame takes you straight to the new job's page.

Choosing where the job starts

The Initial status dropdown on a one-off job defaults to Quoting, but you can start it further along:

• Quoting, nothing has gone out yet, the normal starting point.
• Quoted, a price has already gone to the client outside Trame.
• Accepted, they've agreed to it verbally or by email.
• In Progress, you're already on site.
• Done, the work is finished and you're just catching it up.
• Paid, for old work you're logging after the fact.

Picking a later status is a shortcut, it doesn't create a quote or an invoice for you, it just sets where the job's record starts. See moving a job through its stages for how it progresses from there.

Frequently asked

Do I need to add the client first?

No. Stay on New under Client and fill in their details as you create the job. Only their name is required.

Can I create a job without a client?

No, every job is tied to a client, either one you already have or a new one you add on the spot.

What if the job came from an enquiry a customer sent in?

That's a different starting point, see enquiries and quotes for how a submitted enquiry becomes a job. Use New job here for work you're adding yourself.