Copy Bill Items to Costs on Tradify Mobile

Topic

You can copy all line items from a job's bill to that job's costs. Here's how, from the mobile app.

Note: To copy bill items to costs automatically,
1. It needs to be attached to a job
2. It needs to be a draft / not approved yet.
To copy over bill items to the job manually after the bill is approved, see here: Copy Materials from a Bill to a Job

Instructions

1. Navigate to the Jobs Page.
2. Search and select the job with the bill you want to copy to or create a new job to use.
3. Select the Bills tab.
4. Tap New Bill to create a new bill or open a current draft.
5. Complete the new bill's details, and tap Approve.
6. Tap Yes on the pop-up to confirm the copy.
7. Set your desired mark-up and cost incurred date.
8. tap Done, these items will now show in your costs.
   
   

Bill Items to Costs: Color Codes

On your bill, each of your listed line items will have a colour dot:

On the bills tab, each of your listed bills will have a colour dot:

This item is Not Copied to costs.