Using Quote Reminders on the Tradify Mobile App

Understand how to send Quote Reminders on Tradify's mobile app. 

Changing the Quote Reminders can only be done on Tradify's web app. For more information, see Activating Quote Reminders

Sending Quote Reminders on Tradify Mobile

To send a Quote Reminder on Tradify Mobile:

  1. Head to your desired Quote (You can access these through the Dashboard, Quotes Dashboard, on a Job, in the Enquiries tab or through a Customer Profile).
  2. Scroll down and select the Enable reminder emails on this quote toggle. 
  3. Select either Save Draft or Approve.

 

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