Training Videos

• ★ Tradify Product Demo
• ★ How to use the Mobile App as an Admin user
• Getting Started with Tradify
• How to use the Mobile App as a Standard user
• Integrating Your Accounting System - QuickBooks Online
• How to Create a Job
See all 11 articles

Configuration and Setup

• ★ Importing Supplier Bills
• ★ Importing Supplier Price List Items
• Kits
• Billing Rates
• What you need to know
• Getting Started on Web
See all 8 articles

Basic Training Guide

• An Introduction To Templated Jobs, Quotes and Invoices
• Enter & Schedule a Job
• Purchase Parts for a Job
• Record Time & Material Costs on the Job
• Obtain Sign Off
• Invoice Customer
See all 7 articles

Settings

• Staff Location & GPS Settings
• Accounting System: Linking Tradify with QuickBooks Online
• Accounting System: Linking Tradify with Xero
• Linking with Xero - Account Code selections and Integration Options
• Accounting System: Linking Tradify with MYOB AccountRight
• Linking with MYOB Accountright Live - Account Code selections and Integration Options
See all 21 articles

FAQ

• ★ Is Tradify GDPR Compliant?
• Can I attach notes to recurring jobs?
• Can I change the Job Number on a Job?
• Can I change usernames?
• Can I get the notes entered on non billlable time to appear on the productivity report
• Can I group the material lines on a Job into a single line item on an invoice?
See all 73 articles

Jobs

• Job Templates
• Attaching Files to a Job - Mobile device
• Entering a Job
• Assigning Jobs to Staff
• Using the Job Timer
• Logging Time and Materials
See all 11 articles

Invoicing

• ★ Partial and Progress Invoicing
• Invoice Templates
• Entering An Invoice
• Creating a Recurring Invoice
• Printing and Emailing Invoices
• Bulk Invoicing
See all 9 articles

Quoting

• Enter a Quote
• Accepting and Revising a Quote
• Printing and Emailing Quotes
• Quoting & Estimating Options
• Managing Opportunities & Enquiries - CRM
• Quote Templates

Customers

• Entering a Customer
• Importing Customers from Xero
• Importing Customers from MYOB AccountRight
• Importing Customers from MYOB Essentials

Purchasing

• Enter a Purchase Order
• Enter a Supplier's Bill/Invoice from a Purchase Order

Scheduling

• Entering an Appointment
• Changing, Deleting and Copying Appointments
• Viewing Jobs on the Map
• Using the Map for Job Dispatch

Timesheets

• Entering Daily/Weekly Timesheets
• Recording Non Billable Time

Partners

• Do you have demo accounts I can use to show people how Tradify works?
• How do I become a Tradify Expert?
• How do I become a Tradify Hero?
• What is the Partner Directory and how do I get on the Partner Directory?
• Does Tradify have a Partner program or referral scheme?