Tradify Walkthrough Videos

 

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 web. 

 

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

 

Jump straight into it:

  1. 0:00 - Customising your settings and account permissions
  2. 03:12 - Quoting for potential jobs
  3. 15:25 - Turning quotes into a job
  4. 15:46 - Creating a job card
  5. 16:09 - Scheduling a job
  6. 17:00 - Assigning staff members to a job
  7. 21:09 - Tracking time for a job
  8. 21:47 - Tracking materials for a job
  9. 22:38 - Invoicing for a job in mobile
  10. 23:46 - Invoicing for a job on desktop
  11. 25:12 - Adding credit card payments to invoices
  12. 27:21 - Sending invoices to your accounting system (Xero, MYOB or Quickbooks)
  13. 28:40 - Managing enquiries
  14. 30:33 - Viewing jobs on Maps
  15. 31:26 - Booking jobs in the Scheduler
  16. 32:00 - Sorting timesheets
  17. 32:47 - Creating job financial reports
  18. 34:35 - Viewing and adding staff members

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.

 

United Kingdom Walkthrough

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

 

 

Jump straight into it

A typical Tradify workflow:

  1. 00:16 : Creating flexible and instant quotes
  2. 02:42 : Creating a Job from your quotes
  3. 03:04 : Adding team members to your Jobs
  4. 03:19 : Adding subcontractors to Jobs
  5. 03:46 : Recording time with the Timer feature
  6. 03:57 : Recording time with Timesheets
  7. 04:03 : Adding photos, videos and signatures in Notes
  8. 04:15 : Creating and editing your own Job Status
  9. 05:03 : Scheduling staff within your Jobs
  10. 06:06 : Adding deposit payments to your Jobs and instantly invoicing customers
  11. 06:58 : Viewing invoices in the Invoices page
  12. 12:16 : Creating recurring Jobs Managing staff in Tradify:
  13. 07:37 : Tracking time in Timesheets and Timesheet reports
  14. 08:02 : Using the map to track Jobs
  15. 08:14 : Filtering Jobs by Status, Dates, Staff and Job type

 

Managing customers in Tradify:

  1. 09:05 : Looking at your customers in Tradify

 

Other great features:

  1. 07:08 : Tradify’s accounting software integrations
  2. 09:33 : Adding your Google Calendar to Tradify
  3. 09:53 : Using Contact Tracing Reports in Tradify
  4. 10:27 : Recording profits and losses in Tradify
  5. 10:45 : Adding Price List Items
  6. 10:35 : Other reporting tools

 

Was this article helpful?
0 out of 0 found this helpful