Tradify Training Videos and Walkthrough

Understand more about the Tradify app in Australia, New Zealand and the rest of the world with our walkthrough videos.

We'll guide you through everything, including setting up your account and using our Tradify features on the web app. 

Jump Ahead:

  1. Tradify walkthrough for Australia, New Zealand and the rest of the world
  2. Tradify walkthrough for the United Kingdom

 

Tradify walkthrough for Australia, New Zealand and the rest of the world

 

Jump straight into it:

  1. 01:09 Creating a Quote
  2. 05:48 Creating a Job (from a Quote)
  3. 06:41 Scheduling a Job
  4. 06:55 Scheduler overview
  5. 07:50 Assigning Staff to jobs
  6. 08:33 Working with subcontractors
  7. 10:24 Recording time on the go
  8. 11:10 Attaching files to a Job
  9. 11:32 Using Forms & Certs
  10. 12:48 Setting Billing Rates for your Staff
  11. 14:07 Creating an Invoice (from a Job)
  12. 15:49 Using the Map
  13. 16:37 Using Enquiries
  14. 19:05 Tradify Settings overview
  15. 19:13 Document Themes overview
  16. 19:46 Editing Staff Member profiles

Need more help? We have some other great training videos here. If you have further questions, please don't hesitate to get in touch with our friendly Support team.

 

Tradify walkthrough for the United Kingdom

Understand more about the Tradify app in the United Kingdom with our walkthrough video.

Jump straight into it:

  1. 00:46 Creating a Quote
  2. 04:22 Create a Job (from a Quote)
  3. 04:54 Adding Staff to a Job
  4. 05:38 Scheduling for a Job
  5. 05:58 Subcontractors overview
  6. 06:51 Using Forms & Certs
  7. 07:11 Using Timesheets
  8. 07:22 Creating an Invoice (from a Job)
  9. 09:03 Accounting integrations in Tradify
  10. 09:50 Enquiries overview
  11. 10:15 Customers overview
  12. 11:32 Using the Map
  13. 11:49 Reports overview

 

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