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Basic Training Guide

Articles in this section are specifically compiled to assist new trialists with learning 6 basic processes, to better evaluate Tradify for their needs. The articles do not go into too much detail on each subject but rather focuses on the steps in each process. The articles will contain links to more detailed articles on certain aspects if the user wishes to dig deeper.

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  • 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
  • Complete Job

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