Copy Materials from a Bill to a Job

Topic

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

Note: In order to use this feature, the Bill must already be assigned to the Job in question. See here for how to import a bill to a job: How To Import Supplier Bills into Tradify.

Instructions

1. Open the relevant Job.
2. Navigate to the Cost tab.
3. Select New Cost. 
4. Select Copy Materials from Bill.
   
   
    
5. Select the Bill you wish to Copy the Materials from from the drop down. 
6. Select the items you wish to copy over and confirm the markup % to apply to your Miscellaneous Items.

7. Select OK to copy the items over.

   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.

   

Note: The Unit Cost copied to the job is always the bill’s tax-exclusive amount, even if the bill was entered tax-inclusive. Job costs and profit compare your pre-tax cost with your pre-tax charge because supplier tax is normally claimed back and isn’t a business cost.

If you can’t claim the tax back and want it included in the job cost, enter the bill line at the full price with the tax rate set to No Tax, or edit the Unit Cost after copying it to the job.

Additional Information

For more info on Bills, see here: Importing a Bill CSV within a Job on Tradify Web