Copy Bill Items to Costs on Tradify Mobile

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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.

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Bill Items to Costs: Color Codes

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

This item is Copied to costs.
This item is Not Copied to costs.

 

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

This item is Not Copied to costs.

all items in the Bill have been copied to costs.
some items in the Bill have been copied to costs.
no items in the Bill have been copied to costs.


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