Copy Materials from a Bill to a Job

Topic

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. See here for how to import a bill to a job: How To Import Supplier Bills into Tradify.

Instructions

1. To copy materials from a Bill, open the relevant Job and head over to the Cost tab.
2. Select New Cost > Copy Materials from Bill.
   
   
   
   
3. Select the Bill you wish to Copy the Materials from from the drop down.
4. Select the items you wish to copy over and confirm the markup % to apply to your Miscellaneous Items.
5. Select OK to copy the items over.
   
   

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.