Tradify's suggested workflow for using Quotes

Topic

Tradify provides a versatile platform to meet your needs. Follow these best practices to keep your jobs, quotes, and invoices organized and easily accessible.

Instructions

1. Create a Job: Create a job for each project to organize related information. This allows using job statuses to track progress and keep all customer documents together.
2. Create a Quote from Your Job and Approve It: Create a Job from a Quote.
3. Send the Quote to Your Customer: Email a Quote.
4. Wait for Acceptance: Give your customer time to review the quote. 
5. Copy the Quote to the Invoice or Create a New Invoice: Create an Invoice from a Quote
6. Send the Invoice to Your Customer: Email an Invoice.

Following these steps links the quote and invoice to the job number, making it easy to track and access project details. The job number acts as a unique ID for retrieving quotes and invoices.

This organized system boosts efficiency, improves customer communication, and ensures accurate financial records, helping you manage projects effectively in Tradify.

Additional Information

For more info on quotes in Tradify, see here: Quote Settings Overview