Creating Tradify Customers From Your Phone Contacts

Who can use this?

Platform: Mobile            Plan: Lite | Pro | Plus            Staff Permission: Settings

Learn how to create customers by importing your phone's contacts. Easily streamline your offline and online work with Tradify.

Watch the tutorial video below on how you can bring in contacts directly from your phone.

Bringing in your phone contacts to create Tradify customers

  1. Go to your Customers tab.
  2. Select the blue icon.
  3. When in the new Customer profile, select Choose from Contacts.
  4. Select your contact.
  5. Enter in additional details if needed.
  6. Select Save.
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