How To Create a Delivery Slip in Tradify


Need to generate a packing slip, delivery note, or a materials list without pricing? 

Try setting up a custom document using Document Themes and Job Service Reports, to print off a simple materials list for your customer.



  1.  Head to Settings > Document Themes, and copy to create a new document theme. 

    Screenshot 2023-08-15 at 4.40.00 PM.png

  2. Give it a new Theme Name (I've called mine Packing slip)  Screenshot 2023-08-15 at 4.43.30 PM.png 
  3. Head to the Job Service Reports tab within your new theme, and customise the terms and content toggles to hide what you want to exclude from the document 
    Screenshot 2023-08-15 at 4.49.02 PM.png

  4. Click Preview PDF if you want to check it out what it looks like, before hitting Save

    Screenshot 2023-08-15 at 4.52.52 PM.png

  5. Ready to send one to a customer? You'll need a Job, with a materials list in Costs

    Screenshot 2023-08-15 at 5.01.59 PM.png

  6. Inside your Job, head to More > Job Service Reports

    Screenshot 2023-08-15 at 5.03.19 PM.png
  7. then clickScreenshot 2023-08-15 at 5.04.23 PM.png

  8. Change the Document Theme, as well as any other changes you need for the document. 

    Screenshot 2023-08-15 at 5.11.14 PM.png

  9. Click on the Printer icon to print off the PDF - and you're ready to go! 

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