Copy Materials from a Bill to a Job

Who can use this?

Platform: Web        Plan: Pro | Plus        Staff Permission: Purchases

Tradify has the ability to copy Materials over from an existing Bill.

Important Note: In order to use this feature, the Bill must already be assigned to the Job in question.

To copy materials from a Bill, open the relevant Job and head over to the Cost tab. Select "New Cost", then select "Copy Materials from Bill". Using the drop-down button, select the Bill you wish to Copy the Materials from. Next, highlight the items you wish to copy over and confirm the markup % to apply to your Miscellaneous Items. Lastly, select OK to confirm.

Important Note: This markup only applies to Miscellaneous Items. For all other Price List Items being copied, Tradify will use the default Sell Price set against each item's configuration settings.



Was this article helpful?
1 out of 1 found this helpful



Please sign in to leave a comment.