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  1. Tradify Help Centre
  2. Advanced Tradify
  3. Settings
  4. Settings FAQ

Settings FAQ

  • Updating your Job Service Report Numbers
  • Where you can use Stripe
  • Permissions Required for Staff Members to Edit Customers
  • Difference between Staff member with login access and Staff member with no login access
  • Notifications to your staff upcoming appointments
  • How to delete a Billing Rate
  • Keeping track of Mileage or Travel Charges
  • Logo on documents is blurry or small
  • Adding Pricing Levels on Tradify
  • Creating an Estimate Theme
  • Deactivating a Staff member or Connection that has appointments scheduled
  • Editing a kit
  • Setting up a No Access user in Tradify
  • Updating Staff Member Permissions and Details
  • How to change currency in Tradify
  • Unpublishing your website
  • How to Change Price List's Pricing Method from "I want to enter the price" to "Calculate buy price + pricing method"
  • How To Reactivate a staff member
  • What can I use a No Access user for?
  • Updating your default Document Theme
  • Creating a new Document Theme
  • CSV file Errors
  • Managing Staff members when someone is leaving your organisation
  • Resetting your Tradify password
  • Sending emails from a common email address
  • Updating items in your Price List to archived in bulk
  • Username is taken when trying to add a new staff member
  • How can I see what my Username is?
  • Adding a link to your Email Template
  • Logo is slightly blurry when viewing Invoice/Quote Preview
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