How To Create Quotes in Tradify Web and Mobile

Learn more about the various ways of creating Quotes in both Tradify Web and Mobile.

At Tradify, we've made it flexible to suit a variety of workflows. When creating Quotes, you can use the following five ways:

1. Creating a Quote from the Quotes Dashboard.
2. Creating a Quote from a Job.
3. Creating a Quote from the Dashboard.
4. Creating a Quote within a Customer Profile. 
5. Creating a Quote from an Enquiry.

Creating Quotes from the Quote Dashboard

Note: This process is recommended if you'd prefer to create a quote before creating a job.

To create a quote from the Quote Dashboard:

1. Head over to Quotes
2. Select New Quote.
3. Enter in your relevant details for your quote
4. Select Save.

Important Note: Once you've created the quote, Tradify will ask if you'd like to create a job based on the details of the quote. If you select "Yes", Tradify will automatically take you to the Job.

 

Creating Quotes from a Job

Note: This process is recommended if you'd prefer to create a Job, before creating a quote. 

To create a quote from within a Job:

1. Head over to the Jobs.
2. Open up the relevant Job.
3. Select the quotes tab.
4. Select New Quote. 

 

 

 

Creating Quotes from the Dashboard

To create a quote from your company Dashboard:

1. Head over to Dashboard.
2. Select the + icon.
3. Select New Quote.

  

 

Creating Quotes from the Customer Profile

You can also create quotes directly from within the customer profile.

To do so:

1. Go to Customers.
2. Select the relevant Customer.
3. Select the Quotes tab.
4. Select New Quote.

 

Creating a Quote from an Enquiry

You can simply create a quote from an Enquiry which makes communicating with potential customers more efficient.

Don't have Enquiries set up? Check out our article on Getting Started with Tradify Enquiries.

To create a Quote from Enquiries:

1. Head to Enquiries.
2. Select an Enquiry.
3. Select Copy To Quote.
4. Either select an existing Customer or Create a New Customer (the contact fields may auto-populate based on how someone filled the Enquiries form).
5. Fill out the relevant fields as you see fit.
6. Select Approve/Save and Continue/Save and Exit when you're happy with the quote.

 

Understanding What Each Field Means

Customer – Enter the customer this quote is for.  This field cannot be left blank. If this quote is for an existing customer search for the customer by typing in the customer field.

Note: If this quote is for a new customer, click the '+' icon to create the customer from scratch. You can find out more about entering a new customer here. 

Site - Use this if your customer has separate physical locations and you wish to record which customer location this quote is at. For more information on setting up and configuring sites, please see here.

Pricing Level - Use this field to determine which pricing-set to charge on this quote. For more information on setting up and configuring Pricing Levels, please see here.

Quote Date – The date of the quote. This defaults to today.

Due Date – The date at which the quote expires.

Note: This defaults to today’s date + the number of days specified in your Default Expiry Days setting. You can find out more about quote Settings here.

Reference – A customer reference or order number.

Document Theme - This represents the quote layout theme to use when printing or emailing this Quote to a customer. You can find out more about Document Themes here.

Description – Use this field to enter a description of what the quote is for or the work to be done.

Notes - Use this section to add notes and/or files to your quote. For more information on attaching files, please see here.

  

Adding Time and Labour to Quotes

We created a dedicated article to cover this process. To view it, please click here.

 

Adding Material Costs to Quotes

We created a dedicated article to cover this process. To view it, please see here.

  

Adding Kits to Quotes

We created a dedicated article to cover this process. To view it, please see here.

 

 

<pre>mobile-section</pre>

Learn more about how to create Quotes on Tradify's mobile app. 

Creating Quotes on Tradify Mobile means you can easily measure new work with either existing or potential customers. While the steps are similar, creating Quotes on mobile looks different.

Creating Quotes from the Quote Dashboard

Note: This process is recommended if you'd prefer to create a quote before creating a job.

To create a quote from the Quote Dashboard:

1. Head over to Quotes
2. Select New Quote.
3. Enter in your relevant details for your quote
4. Select Save.

Important Note: Once you've created the quote, Tradify will ask if you'd like to create a job based on the details of the quote. If you select "Yes", Tradify will automatically take you to the Job.

Creating Quotes from a Job

Note: This process is recommended if you'd prefer to create a Job, before creating a quote. 

To create a quote from within a Job:

1. Head over to Jobs in the bottom Navigation bar.
2. Open up the relevant Job.
3. Select the Quotes tab.
4. Select either New Quote or New Quote from Template.
5. Fill out the Quote fields as you see fit.
6. Select Save Draft or Approve.

 

Creating Quotes from the Dashboard

Your mobile Dashboard has three sections on it:

• Jobs
• Invoices
• Quotes

Depending on your device, you may see Map functionality as well. 

This means you can easily create a Quote from your Dashboard. You'll need to:

1. Under the Quotes section, select the + button.
2. Fill in the Quote with relevant information (Adding a new or existing Customer is required).
3. Add Line Items as needed. On Mobile, there are four types of Line Items:
   1. Time
   2. Price List Item
   3. Kit 
   4. Miscellaneous 
4. Select Save Draft or Approve when you're finished.

 

Creating Quotes from the Customer Profile

You can also create quotes directly from within the customer profile.

To do so:

1. Go to Customers. You'll need to scroll to the left in the bottom Navigation bar.
2. Select the relevant Customer OR create a new Customer.
3. Select the Quotes tab.
4. Select either New Quote or New Quote from Template.
5. Fill out the Quote fields as you see fit.
6. Select Save Draft or Approve.

 

Creating a Quote from an Enquiry

You can simply create a quote from an Enquiry which makes communicating with potential customers more efficient.

Don't have Enquiries set up? Check out our article on Getting Started with Tradify Enquiries.

To create a Quote from Enquiries:

1. Head to Enquiries.
2. Select an Enquiry.
3. Select Copy To Quote.
4. Either select an existing Customer or Create a New Customer (the contact fields may auto-populate based on how someone filled the Enquiries form).
5. Fill out the relevant fields as you see fit.
6. Select Approve/Save and Continue/Save and Exit when you're happy with the quote.

 

Understanding What Each Field Means

Customer – Enter the customer this quote is for.  This field cannot be left blank. If this quote is for an existing customer search for the customer by typing in the customer field.

Note: If this quote is for a new customer, click the '+' icon to create the customer from scratch. You can find out more about entering a new customer here. 

Site - Use this if your customer has separate physical locations and you wish to record which customer location this quote is at. For more information on setting up and configuring sites, please see here.

Pricing Level - Use this field to determine which pricing-set to charge on this quote. For more information on setting up and configuring Pricing Levels, please see here.

Quote Date – The date of the quote. This defaults to today.

Due Date – The date at which the quote expires.

Note: This defaults to today’s date + the number of days specified in your Default Expiry Days setting. You can find out more about quote Settings here.

Reference – A customer reference or order number.

Document Theme - This represents the quote layout theme to use when printing or emailing this Quote to a customer. You can find out more about Document Themes here.

Description – Use this field to enter a description of what the quote is for or the work to be done.

Notes - Use this section to add notes and/or files to your quote. For more information on attaching files, please see here.

  

Adding Time and Labour to Quotes

We created a dedicated article to cover this process. To view it, please click here.

 

Adding Material Costs to Quotes

We created a dedicated article to cover this process. To view it, please see here.

  

Adding Kits to Quotes

We created a dedicated article to cover this process. To view it, please see here.