Creating Tradify Customers From Your Phone Contacts

Topic

Find out how to add customers by importing contacts from your phone.

Bringing in your phone contacts to create Tradify customers

1. Navigate to the Customers page.
2. Select the blue + icon.
3. Select Choose from Contacts.
4. Select your contact.
5. Enter in additional details if needed.
6. Select Save.

Additional Information

See more info on adding customers in Tradify Mobile: Create Customers from Invoices/Quotes on Tradify Mobile