11/11/2023 0 Comments Mobile invoicing and quoting![]() ![]() Scheduling Time on Tradify's Mobile App is simple and the scheduler looks and feels similar to the Web version. What your Job Dashboard looks like on the Tradify Web App. You can also directly contact the Customer via the prompt buttons and navigate to their location if needed. Viewing a specific Job on Tradify allows you to access most of the features you use on the Web Version. You can select the tab and further filter your results. Active: Jobs that are In Progress or incomplete.Today: Jobs that you're scheduled on for today.When viewing your Jobs, there are four main categories on the Mobile App: Watch this short video on how you can create Jobs on the Mobile App through the Scheduler feature. The Mobile section of our How to create Jobs on Tradify article explains the various ways to do this, but the main ways are through: What a blank quote looks like in the Tradify Mobile App.Ĭreating Jobs on the Mobile App can be done in a variety of ways. When adding a new Quote, you will need to link the quote to a Customer. You would add in details as per creating a Quote on the Tradify Web App. You can access Quotes on the Home Dashboard, through the Mobile Jobs dashboard and in the Quotes tab in the bottom navigation toolbar. With Tradify's Mobile App, you can access our Quotes feature in various ways. You can read more about our Enquiries tool as a whole on our Getting Started with Tradify Enquiries and Using the Enquiries Feature on Tradify's Mobile App articles. This makes the process of managing customer data much easier as you can easily link all Jobs, Invoices and Quotes to a Customer and their original Enquiry. Selecting the Enquiry Actions brings up an options menu where you can action the enquiry. If you've selected an Enquiry, you can view their full Enquiry, contact your potential customer and view their location. Select the Enquiries tab and you'll see two sections on the Enquiries dashboard: To Do and Done. On the Tradify Mobile App, you can easily create, edit and manage Enquiries. In this section, you can also change your password as needed. Additionally, you can add a PIN entry upon reactivation of the app.įor more information on some of our security settings, take a look at our Tradify and GDPR and Using Two-Step Security in Tradify articles. You can choose to block sensitive information in our Privacy and Security settings when allowing customers to use your Mobile App (you may need to do this to collect signatures for Quotes or other documentation). Tradify has extra security measures to protect your work. If you want to conserve battery by reducing tracking, simply go into the settings and switch the toggle as needed. ![]() Using features like the Map means you'll need to allow Tradify access to location tracking services. There are the In-App Notifications and Email Notifications. There are two types of notifications within Tradify's Mobile App. Simply select the Notifications tab and change the notification toggles. You can customise which notifications you'll receive in the Notifications section. Here, you can edit your company and contact details. The first tab you'll see on the Mobile App is the My Information section. What your Tradify Mobile App Settings page looks like. The settings in your Mobile App mainly cover tailoring your Mobile experience. ![]() Many of the settings for your Tradify features can only be edited on the Web app. Remember, your Tradify Mobile App looks different to the Web interface.
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