Learn more about using Tradify's Quick Notes feature. Quick Notes are the fastest and easiest way to capture job information while you’re on the move.
Creating a Quick Note
Accessing Quick Notes
There are two ways to access quick notes within the Tradify mobile app.
- Appointment Details
When appointments are linked to a job, you will see an ‘Add Note to Job’ button when viewing the appointment details. Pressing this button opens the Quick Note selector.
- Job Details (Main Tab)
When you’re viewing a job’s details, the ‘New Note’ button opens the Quick Note selector.
Select your Note type
When creating a Quick Note, you can choose between the following options:
- Take Photo - this launches your phone camera and allows you to upload a single photo with an optional caption.
- Choose Photos - this opens your photo gallery which enables you to select any number of existing photos.
- Create Text Note - lets you create a text-only note.
- Choose Files - this launches your phone’s file picker, where you can select files of any type including documents in PDF or DOCX format.
Note: When selecting one of the options to upload photos or files, you will still be able to add a text description if desired.
Confirm attachment(s) and/or text
Depending on the type of note you choose, you’ll either be taken to your camera app, the appropriate file picker, or a screen where you can enter a text note.
If you have attached any photos or files, you can remove any unwanted files by pressing the X symbol in the top-right corner of the file preview.
Once you’re happy with your note you can simply hit Save and return to the screen you were previously on.
Frequently Asked Questions
Q: What types of attachments do quick notes support?
Quick notes support virtually any file type via the ‘Choose Files’ option. However, if you’re only interested in uploading photos then we recommend you use either the Take Photo or Choose Photos options.
Q: Is it possible to add multiple photos to a single quick note?
Yes, you can add multiple photos onto a quick note. To do this, you will need to select the option ‘Choose Photos’ to launch your phone gallery.
- On iOS, simply select the number of photos you desire.
- On Android, you will need to press and hold the first image you wish to attach to enter multi-select mode. After that, simply tap on the other images you’d like to include and then confirm your choices.
Q: What types of attachments do quick notes support?
Quick notes support almost any file type via the Choose Files option, however, if you’re only interested in uploading photos then we recommend you use either the Take Photo or Choose Photos options.
Q: Can I mix different attachment types on the same note?
Yes, you can. To do this, please select the Choose Files option.
Q: Can I use the camera to capture several new photos for a quick note?
With the current camera option, quick notes are limited to a single photo. However, there’s nothing stopping you from creating another quick note straight after saving a recent snap, and has the advantage that you can tailor the caption to the specific photo you’ve taken.
Q: Why can’t I see the Quick Note buttons on my iPad or tablet?
Currently, Quick Notes are limited to mobile phone app users only, but you can still create and edit notes via the Job Notes tab under a given Job.
Q: Do Quick Notes work for other types of Notes in Tradify, such as Quote or Invoice notes?
Right now Quick Notes is for job notes only, but if you’d like to see it used for more then please get in touch with our support team and let us know.
Q: Can I choose to Notify Staff with Quick Notes?
Unfortunately, Quick Notes do not support Notify Staff at this time. If you wish to use Notify Staff, you can still find this option in the main note editor.