How to Create a Site on Tradify Mobile

Instructions

1. Navigate to the Customers page.
2. Search for and select the customer you want to add a site to.
   
   
    
3. Then select the Sites tab. 
4. Select Add Site.
   
   
    

5. Fill in all the info you have for you site.

   Note: The Job address will default to to the address on the Site Profile when added.

6. Select Save.

Note: When sending emails from a job or other documents (Invoices, Quotes, etc) and a Site is specified, the email will default to being sent to the Site's email address (if one is provided). It can also be manually configured to send to the primary customer email address(es) or exclusively to the customer email address(es) via the email pop-up screen.

Additional Information

See here for how to add a site on web: How To Create a Site in Tradify Web