Add A Kit to Mobile Quotes

A Kit is a collection of materials, labour and/or miscellaneous costs that, when combined, make up an item that can be added to any quote.  Using Kits speeds up the quoting process by making it easy to select one master item instead of entering multiples items individually.

1. Open your mobile Quote.
2. Select Add Line Item.
3. Select Kit.
4. Fill in your fields as necessary.
5. Select Done. 

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: You can only set up or add new Kits on Tradify web.

Other Relevant Articles

• Understanding Quote Fields
• Add a Kit
• Understanding the Kits Feature in Tradify