Tradify Software


 

Tradify is a cloud-based field service solution suitable for small trade and service-based businesses. Key features included job tracking and invoice management.

Tradify has real-time job status tracking and enables users to schedule and dispatch employees. Users can view a complete overview of the workload and organize jobs by priority. Tradify can generate quotes and invoices using customizable templates for different jobs or clients. Up to date supplier price lists can be imported so that quoted prices are accurate.

Tradify is available for purchase on a per user per month basis. A mobile app is available for Android and iOS. Tradify offers integration with accounting systems such as Xero and MYOB.

 

Tradify - Scheduler
 
  • Tradify - Scheduler
    Scheduler
  • Tradify - Invoice creator and manager
    Invoice creator and manager
  • Tradify - Timesheet
    Timesheet
  • Tradify - Mobile and desktop quoting
    Mobile and desktop quoting
  • Tradify - Dashboard and mobile app
    Dashboard and mobile app
  • Tradify - Support for multiple devices
    Support for multiple devices
Supported Operating System(s):
Web browser (OS agnostic)

72 Reviews of Tradify

 

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Software Advice Reviews (1)
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Showing 1-1 of 1

cade from lawn
Specialty: Lawncare
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

Seemed good a the start

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

A basic app that seems to be still in development. Lots of small things that you would think were very basic are missing.

Pros

Somewhat easy to use. Streamed lined, nice colour, the support team are somewhat decent. Layout is ok.

Cons

There's no google map interaction, you can see a customers address but that's it. The calendar format is in dd/mm/yyyy and not in calendar format, so let's say your customer wants you back in 2 weeks, you have to go into your calendar on your phone to see what actual day that falls on. When creating jobs, they do no automatically go into the scheduler. You have to then create a job in your scheduler. A lot of things seems very easy to fix on the app, but the dev team is lacking some what. Theres not TXT/sms function built into the app.

 
 
 
Showing 1-20 of 71

Reif from Barrier Locksmiths

June 2017

June 2017

Great app and site that helps me keep track of all my jobs and quotes.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
Value
Support
Pros

Connects to my Myob and keeps track of all my jobs and quotes. Great to be able to send purchase orders and quotes from site.

Cons

The mobile application can take a little while to load when starting up and takes a bit to load each page you change too.

Source: Capterra
 

Joe from IP Technologies
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

The total experience can be summed in in one word. Awesome!!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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The software allows us to have a quick view of where the team is and what work is coming up. It also help with clarity in communicating what jobs and where they are rather than calling or emailing them. its the one meeting point where everyone in the business can see where we are at any time any day.

Pros

The user interface is so easy to understand and become familiar with. The divers functionality allows so many facets of interaction including using the app whilst in not in the office.

Cons

The fact that in doesn't integrate with my office calendar. We use outlook and it would be fantastic if i could just open my app and use tradify to send out calendar invites to prospective client from there instead of having to then go to out look and repeat the same task of booking the appointments.

Source: Capterra
 

Daniel from Dawso's Electrical Contracting
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

This is the best piece of software for trade businesses especially electricians, plumbers.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Reduced time doing admin work.
Consolidation of materials into a single line item.
The ability to get your invoices out to your customers quickly, therefor getting paid quicker

Pros

The best thing I like about this software is the ability to consolidate materials into a single line item named materials. This saves massive amounts of precious time not having to double handle paperwork when creating invoices.
The user friendly interface makes navigation around this software a breeze. From quoting a job to inputting time and materials into jobs to invoicing a job
It saves time and helps to get paid quicker because you can invoice on the completion of job while on site, no more invoicing months later.
The intergration with accounting programs reduces lost time by sitting down doing admin work and lets you get on with what you do best.

Source: Capterra
 

Scott from PS Brown Construction Ltd
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Easy to use software. Very happy with the customer support.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
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I can run my entire company through Tradify. From customer creation, to job programming to scheduling all the way to invoicing. It does it all.

Pros

Its easy to use. Everything I need is all there. I can create jobs, customers, quotes and invoices all on the one system.

Source: Capterra
 

Michael from Freedom Electrical Services
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

Extremely easy to use. Great integration with accounting software. Streamline your business!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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Pros

Cloud based - easy to access - extremely simple to use - streamline from quote through to job completion - MYOB integration

Source: Capterra
 

Darren from Tunnelhouse Tech Ltd
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

It has really suportted our grow in business, best thing that has happened for us re systems

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Functionality
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Quality
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Support

Time saver, peace of mind that it works well and easy, cost savings, easy access to your info, real value for money

Pros

It is the way it has been easy to fit into how we do business with regard to become less relayant on paper every where. Each client with each job has made it easy. Also that it links striaght into MYOB is a real plus.

Source: Capterra
 

Mark from 1st Impression Signs Ltd
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Tradify is a fantastic tool for our company

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
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Support

Streamlines our company and everything is in one place, quotes and invoices can be done easily by any staff member.

Pros

Easy to use and great to set up. Our Jobs are now all loaded into one easy system and can include notes and photos of the jobs, no more piles of paper all over my desk. A price book has now been loaded to allow for ease of quotations and invoicing, great that it links into MYOB.

Source: Capterra
 

Euan from Whittaker Electrical Limited

May 2017

May 2017

Would be lost without it, great app!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Pros

Easy to use, makes schedule changes on the go very easy. Well built mobile application that has most of the functions of the full website

Cons

Can load invoices from wholesalers directly onto job so have to do it manually, very time consuming when doing large invoices

Source: Capterra
 

Andrey from Alpha Mech

May 2017

May 2017

The software is intuative and clean.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

I really like the UI on the desktop. The features they offer for the money. The job costing and tasks feature. There is much thought put into the software. Very friendly support staff.

Cons

They should clean up the UI for mobile phones. Make it easier to reaschdule a job from the schudeler on the phone.

Source: Capterra
 

Adam from Modular Shades
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Great product to help manage jobs and understand profitability

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Better tracking of costs to time and jobs. Very easy to use the scheduler to assign jobs and see where everyone is at on any given day

Pros

The software is easy to manage and the mobile app is great for the onsite employees. The month end reports are very easy to generate and review

Cons

There is a bit of trial and error when it comes to setting up jobs and linking Tradify to accounting software

Source: Capterra
 

Joshua from Famous Frameless
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

Every tradie should have tradify the way to have your business organised

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
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Organisation

Pros

Importing purchase orders from your email strait to Tradify via mobile app then you can either create a job there and then or just attach it to a job if already created

Cons

Mobile app could be a bit faster but still does the job. Purchase orders after sent I would like to see that there is a file attached

Source: Capterra
 

Bevan from Espresso Servo
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

I can not say enough about this product,, super easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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super fast to set up and it is fast to use on the job,
this software gets better and better when you develop some history with past jobs etc

Pros

super fast and easy to learn

Cons

just takes a while to set it up

Source: Capterra
 

Stu from Zimmer Security & Cabling Solutions
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Tradify has simplified life for me!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
Value for Money
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I was finding myself spending too much time entering the same information into different spreadsheets, documents etc. I can now create a professional looking quote much easier, track quotes, transfer them to jobs, which I can assign to employees, track their time/materials better, then transfer that to a professional looking invoice easily. I love Tradify, and the customer support is great! They look for feedback to improve the product. Very satisfied and would/have recommend product to other colleagues.

Pros

Simple to use, but yet the abilities are complex. It save s alot of time, and money, while keeping things organized.

Cons

Not much. I don't like that the accounting side doesn't really accomodate with the 2 popular Canadian Accounting software platforms (Sage/Simply Accounting, Quick books). Seems more Australia/New Zealand Based) Naturally.
I will create a small list of features I would like to see in the software and send to you.

Advice to Others

I did the trial run of this software at the same time I tried the "Quotient Software" and I like Tradify much better, but there were a few features of Quotient I really wished Tradify had which would make it totally Dominent to the competition.
1) Quotient allowed you to add a picture to inventory items. (not a huge deal, but it was nice)
2) Quotient also had a interactive feature when you sent a quote, where the client could ask questions, and it was a chat window style within that customer/quote. (again, not a huge deal, but I liked that feature)
3) Quotient had a feature that told you if the quote had been opened and viewed, and how many times.
4) Quotient had an acceptance form attached to the quote where the client could accept the quote at that time and return it with comments/questions regarding install attached.
Thanks for taking the time and listening to my suggestions

Source: Capterra
 

brendan from torpey associates pty. ltd.

April 2017

April 2017

a well thought out piece of software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

I am a new user of Tradify and I find the software logical to use but am still working my head through all operations of the software but when properly activated will save me some 20 hours per week

Source: Capterra
 

Daniel from CBS Electrical Contractors Ltd.
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Excellent software!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Product Quality
Quality
Value for Money
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When choosing software we had to keep in mind that not everyone is apt at using computers so the need for easy software was #1. We chose Tradify for it's simple yet power GUI. Our employees have no problems jumping in and the questions are easy to answer.

Pros

GUI

Cons

None.

Advice to Others

Very easy to adapt as part of a fully functioning management system.

Source: Capterra
 

Adam from Desired Effect
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

Great App!!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've looked at so many similar kinds of apps it's ridiculous. I've passed on so many for so many different reasons. Tradify was the one that made me stop looking.
With the two week trial I was able to see that it had every feature I needed, and the easy setup and continual use is excellent.
I'm a small business with only myself in the business, but even I can see how beneficial it is to a team for tracking time, expenses etc.
The best thing about it is the ease and speed of being able to add a new job, add notes/costs/times/details and then turning the costs into invoices so easily.

Fantastic app, well done Tradify!

Pros

Quick set up and recording of times, costs, meetings etc.
Tradify on a desktop browser looks great too. Clean layout and easy to navigate.

Cons

I think the iOS app needs a bit more work.
Yes it's functional, but design wise I think it could be better.
Everything looks enlarged and blown up on the app, not particularly pretty

Advice to Others

Invoices and quotes etc could allow for some more customisation in their appearance.
I'm using Tradify for my graphic design business. I know that's not really the purpose of Tradify, but for me appearance means a lot

Source: Capterra
 

Kirk from Growing Asstes Irrigation

March 2017

March 2017

Tradify is great

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
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Support

I've reduced my invoicing time and shortened my payment cycle. Any small business that is not using an app based job tracking and invoicing package is wasting their time. Tradify is a cheap off the shelf package that streamlines the admin side of my business.

Source: Capterra
 

Brad from BJ's Sound & Lighting Pty Ltd

March 2017

March 2017

Every Tradie needs it.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
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This has made a massive difference to running my small 4 man business. Money comes in faster, Information on each job is there, Ideal for one or more staff. We use the phone app on the road and at night I check the information, do the invoicing. Took no time to change for my old on line job system. I have sub contractors that use a paper based system and they are always later with wrong information.
Thinking about and online job system.
JUST DO IT.

Source: Capterra
 

Belinda from RC & D Pty Ltd (Refrigeration)
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Job Tasking and Management is easier with Tradify

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Tradify allows all Office Staff and Technicians to be informed and kept up to date with jobs requiring attention, quotes that have been processed and links with our Accounting Software for book keeping records. Tradify has become an integral part of our business operations and has allowed our business to move into and maintain up to date technology for our customers and management.

Pros

Allows access to all Staff/Employees at a level that Management decides is applicable.

Cons

Does not have an "auto save" function

Source: Capterra
 

Jacob from Jacob Grace Plumbing Service Pty Ltd
Number of employees: 1 employee Employees number: 1 employee

March 2017

March 2017

Tradify is a great app to use for job tracking

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

So far our experience with Tradify has been positive. We run a small plumbing company and use this app to track our jobs from start to finish. It links up with our accounting system which is great. When we have provided feedback to Tradify on improvements, they have always responded and most of these have been included in the latest software update. It's good to know they are constantly looking to improve the software for the end users (us). When ever we have had a question regarding how to do something in Tradify (which isn't often, as it is very user friendly), their customer service has responded in a very timely manner.

Pros

- user friendly
- efficient and effective for our business
- customer service is great
- updates occur to improve the software

Cons

- not being able to select multiple status' to view jobs - currently you can only select one status at a time to view

Advice to Others

No

Source: Capterra