How to Create Customers on Tradify Mobile

Understand more about the four ways you can create customers on the Tradify Mobile App. 

 

There are four ways to go about creating Customers from the Tradify Mobile App:

  1. From the Customers Tab on the bottom menu.
  2. From the Jobs Tab on the bottom menu.
  3. From the Quotes Tab on the bottom menu.
  4. From the Invoices Tab on the bottom menu.

Creating a Customer from the Customers Tab 

  1. Log into your Tradify account on the Tradify Mobile App.
  2. Go to the Customers Tab on the bottom menu (scroll right on the menu to find this tab)
  3. Tap the blue + button on the bottom right and customize your Customer:

New-Customer-Screen.jpg

What creating a new customer looks like on Tradify's mobile app.

 4. Tap the Save button on the top right to confirm your changes.

 

 

Creating a Customer from the Jobs Tab

  1. Log into your Tradify account on the Tradify Mobile App.
  2. Go to the Jobs Tab on the bottom menu.
  3. Select the Job you want to create a Customer on, or tap the blue + on the bottom right to create a Job.
  4. Tap Customer.
  5. Tap the top right and customize your Customer (same options detailed above).
  6. Tap the Save button on the top right to save your changes.
  7. Finish customizing the Job, and tap the Save button on the top right to confirm your changes.

 

Creating a Customer from the Quotes Tab

  1. Log into your Tradify account on the Tradify Mobile App.
  2. Go to the Quotes Tab on the bottom menu.
  3. Select the Quote you want to create a Customer on or tap the blue + on the bottom right to create a Quote.
  4. Tap Customer.
  5. Tap the top right and customize your Customer (same options detailed above).
  6. Tap the button on the top right to secure your changes.
  7. Finish customizing the Quote, and tap the Save button on the top right to confirm your changes.

 

Creating a Customer from the Invoices Tab

  1. Log into your Tradify account on the Tradify Mobile App.
  2. Go to the Invoices Tab on the bottom menu (scroll right on the menu to find this tab).
  3. Select the Invoice you want to create a Customer on, or tap the blue + on the bottom right to create an Invoice
  4. Tap Create_New_Black_and_White_Button.png on the top right to create a Customer
  5. Customize your Customer (same customization options detailed above)
  6. Tap the Save button on the top right to secure your changes.
  7. Finish customizing the Invoice, and tap the Save button on the top right to secure your changes.

 

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