Tradify Help Center home page
  1. Tradify
  2. Settings

Settings

  • Settings

  • Staff Members

  • Price Lists

  • Document Themes (Display)

  • Subscription & Billing

Settings

  • Smarter Account Security
  • Billing Rates (Labour / Time)
  • Change Password
  • Company Information
  • Email Templates
  • Quote Settings

Staff Members

  • Creating new Staff Members
  • Staff Member Notifications
  • Deactivating & Reactivating Staff Members

Price Lists

  • Creating Price List Items (Materials)
  • Importing a Supplier Price List
  • Deleting & Archiving Price List Items

Document Themes (Display)

  • Document Themes - General overview
  • Document Themes - Invoices tab
  • Document Themes - Quotes tab
  • Document Themes - Purchase Orders tab

Subscription & Billing

  • Tradify's Pricing
  • Tradify's Billing Terms
  • Tradify Subscription Invoices
  • Upgrading to a Paid Subscription
  • Updating your Subscription User Count
  • Cancelling your Tradify Subscription
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