Tradify
Paid RequiredSee pricing & details →
Limitations: No dependable offline mode (official docs). Per-user pricing model may be costly for larger teams. No built-in advanced AI features (product is traditional feature set). Occasional billing/trial-charge issues reported by customers; customers should verify billing behavior. Some accounting syncs (Xero/QuickBooks) require careful configuration to avoid duplicates.
How to in Tradify
- Navigate to Sales page: Open the Tradify mobile app and navigate to the Sales page as the starting point for creating a quote.
- Select New Quote: On the Sales page, select the New Quote button to begin a new quote independently from a job.
- 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).
- Add reference and description: Type an internal reference and a customer-facing description in the Reference and Description fields (optional).
- 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).
- 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.
- Select Previewtab: Open the Previewtab to review how the quote will appear to the customer and verify line items, totals and tax settings.
- 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.
FAQ for Tradify
Can I create a quote on mobile without creating a job first?
Yes — you can create a new Quote independently from a job by navigating to the Sales page in the mobile app and selecting New Quote.
How do I add items from my Price List when creating a quote on mobile?
When adding line items, choose Price list item and search for and add items from your saved price list directly within the New Quote flow.
What if the quote doesn't look right to the customer?
Open the Previewtab to inspect the quote layout and then select Customise Document Theme to adjust the document appearance or add additional document themes via the Manage Multiple Document Themes guide.
Can I include optional quote items (customer choices) from mobile?
Yes — add option item(s) to an optional section on the quote to present multiple options to the customer.
Common mistakes when using Tradify
Leaving the tax preference blank when entering quote details.
Set the tax field explicitly in the quote details by indicating whether the quote is tax inclusive or exclusive (Required).
Adding items but forgetting to choose the correct item type (Time vs Price list item).
When adding a line item, select the correct item type: Time for labour (select a Billing Rate and enter hours) or Price list item to pull from your saved price list.
Adding a Kit to the quote but not expanding it to adjust quantities or component prices.
Click the + icon next to the item code to expand the Kit and edit its individual line items before finalising the quote.
Not previewing the quote before sending, resulting in incorrect appearance or missing information.
Open the Previewtab to review the final layout, totals and tax application, then use Customise Document Theme if the document needs appearance changes.
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