Attach a File to a Quote on Tradify Mobile

Instructions

1. Open the relevant Quote or Invoice.
2. Scroll down to the Notes section.
3. Select New Note.
4. Enter the Note text as required.
5. Select Add Photo/Video or Signature.
6. Select Choose From Library.
7. FInd and select the file you want to add to the note.
8. Select Add.
9. Select done on the note.
10. Select Save your Quote to finalise your changes.

Note: You can upload any file type, such as photos, PDFs, Excel, Word, and more. However, to view the attachments, the appropriate app is needed. For easier access, it's recommended to convert Word, Excel, and other non-image files to PDF before uploading.

More than one file can be attached at a time, however please note that file uploads are limited to 20MB per note. 

Sharing files to Tradify on Apple/ iOS devices

On Apple/ iOS devices such as iPhones and iPads, you can share your file from its original location into Tradify. To do this:

1. Go to wherever your file is stored (e.g.: the Camera Roll)
2. Select the Share icon.
3. Select Tradify icon.
4. Select Attach to a Quote.
5. Select/Search for your Quote.
6. Add any Notes.
7. Select Done.

Additional Information

See here for more info on quotes in mobile: Customer Signatures on Tradify Mobile Quote