Create a Job from a Quote using Tradify Mobile

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Instructions

  1. Open your Tradify app and tap on Sales at the bottom of your screen.
  2. Tap on See All in the Quote section.
  3. Search for and select the quote using the customer's name or quote number.
  4. Tap on the three dots ... located in the top right corner of your screen.
  5. Scroll down and select Create Job.

Additional Information

See here for more info on the mobile app: Create a Job in Tradify Mobile

 

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