Understand how to copy a Quote to a Purchase Order on Tradify's mobile app. Copying a Quote makes it easier to keep track of what materials you'll order for a job.
Copying a Quote to a Purchase Order on Tradify Mobile
- Head to your desired Quote.
- Select the ... button in the upper-right corner.
- Select Copy to Purchase Order.
- Select your Supplier.
- Choose whether to copy the Quote Description to your Purchase Order.
- Select your materials.
- Select Done.
- Fill out your Purchase Order as needed.
- Select either Approve or Save Draft.