Becoming a Tradify Expert is super simple. Just follow these steps;
- Register here.
- Book a demo here
- Watch this getting started video
- Watch this video on integrating Xero
- Watch this video on integrating Quickbooks Online
- Watch this video on integrating MYOB
- Start a trial account for your business and email us here once you’ve done this (this account will be your demo and partner portal account)
- Practice doing these things in your demo account;
- Create a quote, job, invoice and purchase order
- Create a new user
- Create or import a customer and supplier
- Create or import a price list item
- Create a billing rate
- Create a custom document theme for invoices
- Create and edit a kit.
- Refer to our help portal if you get stuck
Contact us here about registering on our Partner Directory.