Write a Tradify quote from your site notes

1. Go to Quotes in Tradify and select New Quote, or the arrow beside it and New Quote from Template when a template is close.
2. Pick the customer, check the quote date and expiry date, choose tax inclusive or exclusive and add a description.
3. Add each line by type: Time with a billing rate for labour, Price list item for saved materials, Kit for bundles, Miscellaneous for anything not saved in Tradify.
4. Check the Preview tab, select Approve and email the quote. Every quantity and hour from your notes is retyped by hand, and a missed line is a cost you carry.

Quote the bathroom rewire at 14 Elm Rd from my notes: 6 hours on the Standard rate, 6 LED downlights from the price list, one extractor fan at $85. Show me the draft before you send it.

1. 01

   Match the customer and any open job

   The agent finds the customer with list_customers, then checks list_jobs for an open job at that address. A match links the quote to the job, so later invoices and costs sit together. With no job the quote stands alone, and the job comes after acceptance.

2. 02

   Turn each note into the right line type

   Hours become time lines on the billing rate you named, so apprentice hours are not priced at a tradesman's rate. Materials you stock become price list lines and keep your markup. A one-off part with a price in your notes becomes a misc line. A note with no price and no price list match is listed back to you, never invented.

3. 03

   Keep upgrades out of the base price

   Notes marked as an option, such as a heated towel rail, stay off the base lines. The agent tells you to add them as an optional section on Tradify web, so the customer can tick them when accepting.

4. 04

   Show the draft, send on your word

   create_quote returns the subtotal, tax, total and expiry date, and the agent shows them with every line. Nothing reaches the customer at this point. send_quote runs only when you say send, and waits for your OK by default; if the profile has no email address, the agent stops and asks for one.

Draft Q-1042 for Sam Lee, linked to J-0418
Time: Electrician labour 6 h on Standard, $510.00
Price list: LED downlight x6, $144.00
Misc: Extractor fan, $85.00
Subtotal $739.00, tax $110.85, total $849.85, expires 9 Nov
Not sent. Say send to email it to sam@example.com

• Approve takes a Tradify quote out of draft so the customer can accept or decline it online; the expiry date defaults to the quote date plus the Default Expiry Days setting.
• Optional sections in a Tradify quote are left out of the total until the customer picks them when accepting online, and they cannot be created or edited in the Tradify mobile app.
• Tradify quote reminders, once switched on under Settings > Quotes, go out 7 and 14 days after sending and 3 days before expiry, and stop when the quote is accepted, declined or expires.
• New Quote from Template in Tradify can update template lines to the latest price list and billing rate prices, but leaves Miscellaneous lines and descriptions unchanged.

send_quote asks for your OK by default. To run it on a schedule without you, switch confirmation off for that tool in your dashboard.

Sources: Tradify Help Center: Create a Quote · Tradify Help Center: Create a Quote from a Template · Tradify Help Center: Create a Quote With Options · Tradify Help Center: Turn on Quote Reminders

curl https://cotlet.dev/api/v1/tradify/create_quote \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"customer_id":"c_48120","job_id":"j_20931","description":"Bathroom rewire, 6 downlights and extractor fan","line_items":[{"type":"time","description":"Electrician labour","quantity":6,"billing_rate":"Standard"},{"type":"misc","description":"Extractor fan","quantity":1,"unit_price":"85.00"}],"tax_inclusive":false}'

{
  "quote_id": "q_90314",
  "number": "Q-1042",
  "status": "draft",
  "customer": "Sam Lee",
  "lines": [
    {
      "description": "Electrician labour",
      "quantity": 6,
      "amount": "510.00"
    },
    {
      "description": "LED downlights",
      "quantity": 6,
      "amount": "144.00"
    }
  ],
  "subtotal": "654.00",
  "tax": "98.10",
  "total": "752.10",
  "expiry_date": "2026-11-09"
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the tool is tradify_create_quote. Example data.

• Chase overdue Tradify invoices after the reminders stop
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• Tradify API and MCP server: every tool
• All use cases