Tradify Software

We are an electrical contracting business that has recently signed up with Tradify and couldnt be happier!

Tradify has changed the way we operate our business and has created an efficiency that we really did lack prior to using it. The tradify app has been extremely user friendly for all of our staff to use.

Pros

Provides all the features that our business requires and is incredibly easy to use for all staff.
Customer support has been fantastic.....our representative has been able to help us out with any requests and questions we had and has gone above and beyond to support us since we have been using Tradify.

Cons

We do not have any negative feedback for this product at this point in time, with all of our staff giving positive feedback also

Tradify is a great software to manage all business activities under one system.

Pros

I especially like the fact that information can be accessed through one system. The software is also very intuitive which makes the training of new users easy.

Cons

So far, I haven't had issues with Tradify at all. I hope it remains that way.

smart, practical, the the easiest way to trade

Pros

What I like the most is Money management and Trade Management. The support obtained is necessary and helps me grow in Trading.

Cons

I have not really found problems with the software, on the contrary, I could recommend it to others.

Simple and Easy

Pros

Very simple to use. I can tell that someone took a lot of time to organize the layout and make frequent functions easy to find.

Cons

There are more features available than I need, so maybe creating a Light and Advanced version would be helpful.

Fairly Easy to use, some good features, requires more development

Pros

Saves time quoting and invoicing, layout of invoice looks good, the app is easy to use so the guys in the field don't struggle with how to use it.

Cons

when sending emails from tradify the invoices at the bottom say sent from Tradify, i get that its a bit of free advertising for Tradify but I think it looks unprofessional from our point of view, you can download invoices and documents and send your usual way but that does take longer.
Doesn't get updated very regularly I used a competitors software for a while (doesnt integrate with MYOB essentials which is why i stopped) and they did regular improvements every month.
doesn't integrate with other calendar programs like google calendar.
kits which i like where you basically put together regular things that you do ie install a double Power point, but you cant do this on invoices.
Pages on the app do take a long time to load and a big downfall no offline access to the app.

The best addition we have made to our business

Reduces admin time significantly

Pros

It has reduced my admin time considerably & our employees love how easy it is to use. Its the best addition we have made to our business.

Cons

Margins need to be adjusted so that Quotes, Invoices, Job Sheets are not displayed over two pages. When clients go to view/print the Invoice there is always a second page which is blank. As this is displayed in a PDF format, it can't be changed. Logo is also displayed blurry on Invoice page.

Tradify has contributed to a huge reduction in my workload, my office is now virtually paperless

Administrative & Bookkeeping work has minimised substancially.

Pros

I like that the bulk of administrative work is done outside the office by the technician on the road, being a business that is primarily a cash based business where cash is collected on site and receipted on site, that means minimal document handling in the office.

Cons

There's not much I don't like about the software the only think I would like is more flexibility when emailing to clients, being able to choose from multiple emails stored in customer files and also being able to select from a number of internal company emails when sending documents.

Would have been 5 stars .................But

If Tradify can add a quantity conversion factor to the purchase orders, so that our stock levels can show 100's of metres rather than 20 off 30metre coils of tube that would make it a 5 star product.

Pros

Easy to use, quick to learn, well it was for me. Great for getting work progressed and engineers right information straight their smartphones.

Cons

Purchase orders and units of quantity are a problem. It is ok if items are purchased in multiple quantities of 1, but if the supplier quantity is 1 unit of 30 metres there is no way to convert the quantity and unit price in the Tradify system. This leads to problems for quotations and billing. It almost renders the quotation part of the software redundant for us.

Simple and effective for jobs management on the road.

improved job running and scheduling

Pros

it is simple and effective for all job management, updated job reports and client details all in one place.

Cons

We have been using Tradify for 2+ years and have there continued support and always looking at improving. The least liked part of the system is it hasn't yet inter-graded with google calendar

Easy to use

Quick easy to use and beneficial to my bisiness

Pros

Able to use on several devices, quick and easy to use on android. I use both apple and android. Can customise sone things to suit.

Cons

Would like to be able to go back to the total amounts owing on the invoices and overdue on the dashboard.

I've been using Tradify for 18 months now and have found it to be very good for my business.

Pros

Tradify integrates well with Xero and does exactly what I need out of the software. I have staff members out on the road and find that I have a lot less paper work to deal with at the end of the day.

Cons

It does have a couple of bugs but nothing too serious and they are always doing work to improve and take suggestions seriously.

Fantastic! I couldn't work without it.

Pros

I like the user interface and the ability to totally manage a job. Being a sole trader I can quote, time track, and invoice quickly and easily. I can see it's potential for multi staff job assignments.

Cons

No offline functionality. I would love to be able to use this without data coverage in the field and then have it sync with the server. This also affects the speed of usage if I am in a weak mobile signal area.

Does what I need it to do

It helps me do what I need

Pros

Speed, functionality, and ease of use are the main reasons why I like Tradify. It helps me get what I need to do, done.

Cons

This is more orca specific feature I'd like: when using the mobile app (android), I'd like to be able to upload any file type as I can using a windows PC.

easy to use and easy to customise

all information in one place and is easily transportable from office to site

Pros

the range of custom options, you can set the program up to suit your needs very easily.
Colours make it easy to distinguish staff, jobs and where the job is up to.

We found it perfect for our needs. Easy to use and many great features.

Makes our job a whole lot easier.

Pros

Ease of use. Ability to do quotes on the fly and generate invoices on the spot. Great being able to track where workers are.

Cons

Does rely on internet so if you're in a remote area with no wifi or internet connection it is limited.

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

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.

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

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.

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

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.

Cons

Seemed good a the start

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.

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

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.