Make a payment

Make s payment

How to make a payment

How do you add a payment to an invoice in Tradify on computer (not mobile app)?

but how do you know who accepted the quote? as it doesnt notify you

Will you ever be adding the ability to create reoccurring jobs on the mobile app?

Can we please add in the feature to do 6 or 12 monthly jobs? Gutter cleaning is a very common test case. Gardening hedges also range from annual to twice annually. A reminder email a month out then a week out would prime and remind the customer of a pending visit. Templates either assuming repeat work (if conversation has occured) or used as an offer to accept/decline, flexibility here would be a good way to manage such work. If we can have a 'tick box' against customers to activate this, it can scale the work and remove administrative repetition. The goal is to 'auto book' work.

why does it have to be a new job for every scheduled visit? I want the job to be open for the month, but automatically schedule a visit once per week.

NFC Apple Pay that would better Stripe charge too higher fees

We love this feature but would love Surname to be a mandatory field. -Even better, an option to customise forms and have more than one.

You are too cheap Dean. Your customers must love you! Great work. love your template.

This technology is lacking. There must be an NFC enabled option available in the next update. This will streamline the transaction enourmously.

Also still great value hence why I keep using Tradify

Good stuff. Love the manual way of processing the payment. Gives all of my clients a sense of security having their input instead of just a robot tapping away. Cheers

Why not NFC?!

Very much agree, pay wave must be possible

Why not via NFC? This is very clumsy and provides a sense of insecurity from a customers point of view. With tap payments being the normal this is years behind.

Great shout but my problem is people generally ignore payment terms and it's a nightmare for cash flow

Nice idea, but unlike the desktop web version of Tradify, when working with the Android app this doesn't fix the problem of mobile numbers being added to the landline field. The result is that when an enquiry is converted to a job and a customer record, this duff information is propagated throughout the system. The outcome is that it is not possible to send an sms message from the mobile app without manually changing each record manually. So frustrating. Please fix it.

This is a great addition to Tradify functionalities. Is there any way we could also retain info example appliance details for the same customer- so it'll be easier for the engineer to check and not manually input every time

Love the updates

How do you rename the photos so you can choose which photos you wanna attach. Some photos might be there for your own records and not for customer.. how do you tell the diff when attaching from the job notes

I've had tradify a while now its a great app but I wonder if I'm using it to its full potential and knowing myself probably not😊

What version of the app is this?, these options aren’t on my version.

How do I use my 'Job Templates' in the 'Recurring Jobs' tab?