Building the quote materialsMaterials - (override this with the correct item code)- Enter the quantity required
FREIGHT - If delivery or special packaging is needed. Freight & Packaging is charged on occasions if item is ordered from another supplier such as Joinery Hardware.- Add freight and packaging charges where applicable or remove this line item
Tip: If an item is not required for the job, remove the line item. Only include the options that apply to the customer's order.
Tip: If an item is not required for the job, remove the line item. Only include the options that apply to the customer's order.
Once the quote has been prepared, review each line item to ensure all calculations are accurate.
Approve and email the quote to the customer using the "Quote Supply" email template. Change the tradify job status to "Quoted"
Once the quote is accepted, create an invoice for the full amount. Please check you have coded the line item on the invoice to the right account code (42000 - Supply Materials (42000). Email using the "Deposit Invoice" email template. Change the tradify job status to "Awaiting deposit" - This fee must be paid in full before we order the materials.
Note: On most occasions, customers are a walk in and will pay using the eftpos machine. Materials can be ordered straight away.
Upon receipt of payment in lieu of sending the quote (online enquirey), notify the customer using the "Deposit Received - Order will now be placed" email template. This informs the customer that we have received their payment and can now order their materials.
Upon receipt of payment in lieu of sending the quote (online enquirey), notify the customer using the "Deposit Received - Order will now be placed" email template. This informs the customer that we have received their payment and can now order their materials.
Open the quote and select the line item to order and select "Copy to Purchase Order." Enter the supplier for the item you want to order eg. Joinery Hardware for harware materials.
Update the description field for line item 1. In this box, you need the material description. Approve purchase order. On most occasions, we do not have to send the PO from Tradify but we can order the product directly from the suppliers website. Or, check you have the right quantities/description before emailing the supplier using the "Purchase Order" email template. Change the job status to "waiting on parts." When the materials arrive, receipt that they have arrived and change the job status to "glass to be checked." Schedule job to a glazier to ensure the materials are inspected to ensure they meet our quality standards and hopefully the glazier will re-wrap the materials and label item. He will then notify the office using the notes section and change the status to "Parts ready to be collected." Email the customer that their materials are ready to be collected using the" Emails - Materials Ready for Collection." email template. Update the template accordingly. Please check that the job has been back costed which includes bills from PO's and sometimes items from the quote can be pulled through as costs. Change tradify job status to "Post Invoice Email".
Update the description field for line item 1. In this box, you need the material description. Approve purchase order. On most occasions, we do not have to send the PO from Tradify but we can order the product directly from the suppliers website. Or, check you have the right quantities/description before emailing the supplier using the "Purchase Order" email template. Change the job status to "waiting on parts." When the materials arrive, receipt that they have arrived and change the job status to "glass to be checked." Schedule job to a glazier to ensure the materials are inspected to ensure they meet our quality standards and hopefully the glazier will re-wrap the materials and label item. He will then notify the office using the notes section and change the status to "Parts ready to be collected." Email the customer that their materials are ready to be collected using the" Emails - Materials Ready for Collection." email template. Update the template accordingly. Please check that the job has been back costed which includes bills from PO's and sometimes items from the quote can be pulled through as costs. Change tradify job status to "Post Invoice Email".
Our sales aftercare process consists of a simple follow-up email requesting a customer review. Please send an email using the standard "Review Email" or "Review Email - Giveaway" email template during promotional times. This allows us to gather valuable feedback, measure customer satisfaction, and build trust with future customers, while keeping post-sale communication minimal and non-intrusive. Change the job status to "Completed."