Tradie Run Sheet Builder / Import a job export / Tradify
Tradify export to a daily run sheet
The run sheet builder works with the CSV export from Tradify: paste the export, choose Tradify under "My jobs come from", add the crew and print tomorrow's run sheet.
Where the export is
From the Tradify help page (Can I Bulk Update Existing Jobs?): Jobs, select the jobs, Options, Export Jobs to File.
The field names come from the bulk-update table for the exported file; job notes are not in the export, so add the client note yourself.
How the columns map
The Tradify help page names these columns; the builder reads them as follows. Any other column is matched by its header name, or ignored.
| Tradify column | Run sheet column |
|---|---|
Customer | client or job name |
Job Address | suburb |
Description | task |
Staff | crew |
Schedule | start time |
Materials | materials to load |
What the builder adds
Who is on which job in travel order, what to load, the before-you-start lines for the tags you tick on each job, red flags for missing tickets and a sign-on strip. Jobs dated for another day are left out, and a start time inside a date and time is read. Tags are never read from the job description.
Tradie Run Sheet Builder is independent and is not affiliated with or endorsed by Tradify. Tradify is named here only to describe its CSV export.