Adding Material Costs to Quotes on Tradify Mobile

Learn how to add Material Costs to Tradify Quotes on the mobile app.

Adding costs to the mobile app follows the web version of Tradify, but looks slightly different.

Adding Price List Items to Mobile Quotes

1. Open your Quote.
2. Select Add Line Item.
3. Select Price List Item.
4. Head to the Price List Item screen, where you can search for your item, select it within your categories or create a new item.
5. Fill in the details as required.
6. Select Done.

Adding Miscellaneous Materials to Mobile Quotes

Choosing the Miscellaneous field is a great option for one-off materials or materials that don't belong to a pre-recorded Price List.

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

Adding A Kit to Mobile Quotes

Adding a Kit can be super helpful for adding a bundle of items to a quote. For more information on Kits, check out Understanding the Kits Feature in Tradify.

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

Understanding Quote Fields

Check out Understanding Quote Fields to see what the fields mean.