Using Quote Templates on Tradify Mobile

Learn how to create and use Quote Templates in Tradify Mobile. Essentially, the steps are the same as on Web, however you create Quote Templates differently.

Jump Ahead:

  1. How to create Quote Templates
  2. Using Quote Templates

How to create Quote Templates from a Quote 

  1. Head over to Quotes
  2. Select New Quote from Template
  3. Using the drop-down field, select the relevant Template.
  4. Select OK.
  5. Once you’ve added all the necessary details to your Template, select Save.

Using Quote Templates

To use a Quote Template:

  1. Head to your desired Job.
  2. Head to your Quotes tab within the Job.
  3. Select New Quote from Template.
  4. Select your desired Quote Template.
  5. Edit your quote as needed.
  6. Approve your Quote and Send to your customer when you're ready.
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