Settings

Settings

• Using Two-Step Security in Tradify
• Billing Rates (Labour / Time)
• Change Password
• Editing Your Company Information on Tradify Web
• Using Email Templates in Tradify
• Quote Settings

Staff Members

• Creating New Staff Member Users in Tradify
• Notifying Your Staff Members in Tradify
• Deactivating and Reactivating Tradify Staff Accounts

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
• Cancelling your Tradify Subscription
• Yearly Subscriptions FAQ