Creating and Using Kits On Tradify Mobile

Learn how to create and use Kits on Tradify's mobile app.

For more information on using Kits on Tradify web, check out Adding Kits to Quotes on Tradify Web.

Using Kits on Tradify's Mobile App

Learn how to add Kits to Quotes on Tradify's mobile app. 

Kits are a collection of materials, labour and/or miscellaneous costs that, when combined, make up an item that can be added to any quote in Tradify.

Kits are a great way to bundle costs together that make up typical services for a business. They also speed up the quoting process by making it easy to select just one master item instead of entering multiples items individually on a quote.

Important Note: Kits are exclusive to quotes. They cannot be used within Jobs, Invoices or Purchase Orders, however, you can transfer the line items of a Kit over to each of these features.

Note that you can only set up or add new Kits on Tradify's web app.

 

Adding Kits to Quotes on Tradify Mobile

To add a Kit to your Quote:

  1. Select the Add Line Item button (within the relevant quote)
  2. Select Kit.
  3. Use the search field under Kit to add the relevant Kit to your Quote. 
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