Training Videos

• ★ Tradify Product Demo
• ★ How to use the Mobile App as an Admin user
• How to use the Mobile App as a Standard user
• Integrating Your Accounting System - QuickBooks Online
• How to Create a Job
• How to Generate a Quote
See all 10 articles

Configuration & Setup

• What you need to know
• Getting Started
• Install Tradify on a Mobile Device
• Setting Up Staff Members & Users
• Importing Supplier Price List Items
• Other Configuration Options to Consider

Basic Training Guide

• Enter & Schedule a Job
• Purchase Parts for a Job
• Record Time & Material Costs on the Job
• Obtain Sign Off
• Invoice Customer
• Complete Job

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
• Accounting System: Linking Tradify with MYOB Essentials
See all 20 articles

FAQ

• ★ How to ensure your clients are receiving emails sent from Tradify
• Can I attach files to a Job, Invoice, Quote, Purchase Order or Bill?
• Can I attach notes to recurring jobs?
• Can I change the Job Number on a Job?
• Can I change usernames?
• Can I extend my trial?
See all 77 articles

Jobs

• Entering a Job
• Assigning Jobs to Staff
• Attaching files to a Job
• Using the Job Timer
• Logging Time and Materials
• Adding Tasks to a Job
See all 10 articles

Invoicing

• Entering An Invoice
• Creating a Recurring Invoice
• Printing and Emailing Invoices
• Bulk Invoicing
• Sending Invoices to Xero
• Sending Invoices to MYOB AccountRight
See all 7 articles

Quoting

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

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