Use Reference and Description fields to add extra detail

Topic

In your jobs, invoices, quotes, bills, and purchase orders, you have a few extra fields that you can use to add extra details about your activities, reminders, or any extra relevant information to be saved. 

Examples

Jobs, Invoices, quotes and purchase orders will all have the Reference field.

Jobs, Invoices, quotes and purchase orders, will have the Description field.

Bills will have a Invoice No/Ref field.

Tip: Pasting Content into Description Fields

If you're copying text from another application (such as Word, a PDF, or an email) into a description field, we recommend using Paste and Match Style to avoid any hidden formatting being carried over that may cause errors in your documents. See below for how:

• Mac: Cmd + Shift + V
• Windows: Ctrl + Shift + V

Note: Description fields are for text only. To add photos or images, use the Notes or Attachments sections on the job, quote, or invoice. Photos there are stored and displayed correctly, while images pasted into descriptions are unsupported and will slow down your Tradify system.

Additional Information

See here for more info on setting up document settings: Creating a new Document Theme