Create Customers from Invoices/Quotes on Tradify Mobile

Instructions

1. Navigate to the Sales Page.
2. Create the type of document you need.
3. In the Customer field.
4. Start typing the customers name in the search box.
5. Select Add 'customer name' as a new customer.
6. Fill in all required fields or select Choose from contacts to choose a customer from your mobile phone contacts.
   
   
   
   
7. Click Save.

Additional Information

See here for more info on adding customer info on Tradify Mobile: How to Create a Site on Tradify Mobile