Tradify

1. Navigate to Sales page

   Open the Tradify mobile app and navigate to the Sales page as the starting point for creating a quote.

2. Select New Quote

   On the Sales page, select the New Quote button to begin a new quote independently from a job.

3. Enter your quote details

   Enter your quote details: customer's name, quote date, expiry date, and indicate if the quote is tax inclusive or exclusive (Required).

4. Add reference and description

   Type an internal reference and a customer-facing description in the Reference and Description fields (optional).

5. Add line items

   Add line items to the quote by choosing one of the item types: Miscellaneous (custom line), Time (select a Billing Rate and enter hours), Price list item (search and add items from your saved price list), or Kit (search for and add a saved kit).

6. Edit kit items using + icon next to the item code

   If you add a Kit, click the + icon next to the item code to expand and edit the kit's individual line items before finalising the quote.

7. Select Previewtab

   Open the Previewtab to review how the quote will appear to the customer and verify line items, totals and tax settings.

8. Select Customise Document Theme or add options

   To change the quote appearance, select Customise Document Theme; to include optional pricing choices, add the option item(s) to an optional section on the quote.

1. Tap Enquiries tab

   Open the Tradify Mobile App and tap the Enquiries tab to view the two sections on the Enquiries dashboard: To Do and Done; use this screen to create, edit and manage Enquiries from mobile.

2. Tap Quotes tab in the bottom navigation toolbar

   From the Home Dashboard, tap the Quotes tab in the bottom navigation toolbar or access Quotes via the Home Dashboard or Mobile Jobs dashboard to open the Quotes list on mobile.

3. Add a new Quote

   When adding a new Quote in the mobile Quotes view, follow the same fields as on the Tradify Web App and be sure to link the quote to a Customer before saving.

4. Link Quote to a Customer

   While creating a Quote on mobile, use the link-to-Customer control to attach an existing Customer record (or create one) so the quote appears against the correct customer record.

5. Create Job via App Dashboard

   Create Jobs on mobile from the App Dashboard; alternatively create Jobs using the Scheduler, the Job Dashboard or a Customer Profile as listed in the mobile Jobs section.

6. Open Job in Job Dashboard

   Open the Job Dashboard on the mobile app to view and edit a job's details and manage the work order directly from the mobile interface.

7. Open My Information

   Open the My Information section on the Mobile App to edit your company and contact details stored in the mobile profile.

8. Open Privacy and Security settings

   Open Privacy and Security settings in the mobile app to block sensitive information when allowing customers to use the Mobile App; you can also change your password or add a PIN entry upon reactivation of the app from this area.

9. Sign in to the Tradify Web app for advanced settings

   If a feature's settings aren't available in the mobile settings (the mobile settings mainly tailor mobile experience), sign in to the Tradify Web app to edit the feature configuration.

1. Open your Quote

   In the Tradify mobile app, open the Quote you want to convert.

2. Select the ...button at the top-right corner of the screen

   With the Quote open, select the ...button at the top-right corner of the screen to reveal quote actions.

3. Select Create Invoice from Quote

   From the menu, select Create Invoice from Quote and choose the invoicing method you need: Copy Entire Quote Amount, Remaining Amount, Percentage of Quote, Fixed Amount, or Line Items in Quote.

4. Select whether you'd like to Group quote sections into a single line item or Group kits into a single line item

   Choose whether to Group quote sections into a single line item or Group kits into a single line item to control how items appear on the invoice.

5. Edit or fill in details as needed

   After the invoice is created in draft, edit quantities, prices, descriptions, customer details or any other fields directly in the draft invoice.

6. Select Approve or Save

   Choose Approve to finalize the invoice or Save to keep it as a draft.

1. Click Add time sheets

   Open the job, click Add time sheets, set the start and finish times, choose the applicable rate (e.g., 'first hour price rate') and then click Save to record the timesheet against the job.

2. Select item from price list

   In the job Materials/Parts area, type the part name into your price list search (for example 'ball'), select the saved item, adjust the quantity and add a markup if required so the material is recorded on the job.

3. Click New invoice in invoices tab

   From the job, open the invoices tab, click New invoice to begin creating an invoice for that specific job.

4. Select timing materials

   In the New invoice screen choose the timing materials option which collects both the timesheets and price-list materials you added to the job and adds them to the invoice.

5. Click i icon

   Click the i icon at the top of the page to preview the draft invoice and confirm the totals or level of detail before sending.

6. Select document theme

   Scroll to Document theme and choose either 'standard' or 'standard itemized' to control whether the invoice shows a summary or a full breakdown of parts and labour.

7. Click Approve

   Once satisfied, click Approve and when prompted choose to email the invoice to the customer to send it directly from Tradify.

1. Click Settings

   Open the Settings dashboard in Tradify.

2. Click Invoices

   On the Settings dashboard, click the Invoices section.

3. Click the toggle under Payment Reminders to enable text reminders

   Under the Payment Reminders section in Invoices, click the toggle to turn text (SMS) reminders on or off (the help article shows the same toggle used to disable text reminders).

4. Click New Invoice

   From the Invoices area, click New Invoice to create an invoice for the customer.

5. Scroll to Payment Options

   While editing the New Invoice, scroll down to the Payment Options section.

6. Click the toggle to Enable payment reminder emails on this invoice

   In Payment Options, click the toggle labelled 'Enable payment reminder emails on this invoice' to turn on automated email reminders for that invoice.

1. Build quote using reusable templates and price lists

   Build a quote in Tradify using your reusable templates and price lists for labour, materials, travel or special tasks so line items and prices are pre-populated.

2. Send quote via email

   Send the quote to the customer by email so they can accept it (the documentation notes customers accept a quote either by clicking the email or signing onsite).

3. Open your Quote

   In the Tradify app, open your Quote that was sent or created; locate the quote record you want to convert.

4. Select the ... button at the top-right corner

   With the Quote open on mobile or web, select the ... button at the top-right corner of the screen to reveal quote actions.

5. Select Create Invoice from Quote

   From the actions menu, select Create Invoice from Quote to initiate invoice generation from the quote.

6. Choose conversion amount option

   When prompted, choose one of the five conversion options: Copy Entire Quote Amount, Remaining Amount, Percentage of Quote, Fixed Amount, or Line Items in Quote to control what is invoiced.

7. Select grouping option for quote sections or kits

   Select whether you'd like to Group quote sections into a single line item or Group kits into a single line item before the invoice is created.

8. Edit draft invoice and Approve or Save

   The invoice is created in draft; edit or fill in details as needed and then select Approve or Save to finalize the invoice.

Tradify is an all-in-one job management app for tradespeople that handles inquiries, quoting, scheduling, job tracking, invoicing and payments.

Tradify is purpose-built for trades and field service businesses such as electricians, plumbers, HVAC technicians and property maintenance teams.

Yes — Tradify integrates with popular accounting platforms such as Xero and QuickBooks, as noted on the site.

Tradify offers a 14-day free trial with no credit card required and provides free one-on-one training and phone support to help you get started.

Yes — Tradify supports online payments and can connect to Stripe to enable credit card payments and automated overdue reminders.