How To Videos

Account Setup

• Settings
• Xero

Core Features

• Quotes & Estimates
• Job Management
• Appointments
• Invoices

Level Up with Tradify

• Level Up Your Quotes & Estimates
• Level Up Your Job Management & Appointments
• Level Up Your Invoices
• Level Up Your Customer Communications

Master Tradify

• Personal To Do List
• Enquiries
• Quote Options
• Payments

Tradify for Your Role

• Owner Operator

Customer Tips & Tricks

• 🎬 Using Enquiries in Tradify With PB Plumber
• 🎬 Exploring Job Statuses in Tradify With The Friendly Plumber
• 🎬 Changing Invoice Days in Tradify with Doctor Electric
• 🎬 Creating a Quote in Tradify With Doctor Electric
• 🎬 Creating Deposit Invoices with Goodwin Electrical

FAQS

• 🎬 How To Filter Staff on the Scheduler
• 🎬 How To Update Your Payment Details

How to with Tradify