Tradify software


Tradify is a cloud-based construction and field service solution for energy, electrical, construction and plumbing companies. Primary features include online job management, scheduling, quoting, invoicing, materials tracking and real-time project updates.

Tradify has real-time job status tracking and enables users to schedule and dispatch employees. Users can view workload overviews and organize jobs by priority. Supplier price lists can also be imported.

The job management feature provides real time job status updates from each employee, which helps users manage job allocation. The quick quoting module allows users to generate quotes for new jobs and new customers using customizable templates. Tradify offers integration with various accounting solutions such as MYOB, QuickBooks and Xero.

Tradify is available for purchase on a per user per month basis. A mobile app is available for Android and iOS. Customer support is offered over the phone, via email, live chat, online FAQs and video tutorials.

Supported Operating System(s):
Web browser (OS agnostic) , Windows 10

93 Reviews of Tradify

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  • Andrew from Goland Electrical

    Specialty: Electrical

    Number of employees: 2-10 employees

    August 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This review was submitted organically. No incentive was offered
    Review Source
  • Emeka from Boston University College of Engineering

    Number of employees: 201-500 employees

    August 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Carl from Editorial PanHouse

    July 2018

    smart, practical, the the easiest way to trade

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Mary from SC Technical College System

    Specialty: Electrical

    Number of employees: 51-200 employees

    July 2018

    Simple and Easy

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Darren from Hiscocks Electrical

    Specialty: Electrical

    Number of employees: 2-10 employees

    October 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Sarah from Inalec

    Number of employees: 2-10 employees

    August 2017

    The best addition we have made to our business

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Helen from Paraterm Pty Ltd

    Number of employees: 2-10 employees

    August 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Graham from Alpha Air Conditioning Ltd

    Specialty: HVAC

    Number of employees: 2-10 employees

    August 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Ryan from Woodbury Plumbing

    Number of employees: 2-10 employees

    July 2017

    Simple and effective for jobs management on the road.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    Review Source: Capterra
  • Shona from Fitzze Electrical

    Number of employees: 2-10 employees

    July 2017

    Easy to use

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Toby from Dhueys Electrical

    July 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    Review Source: Capterra
  • Dan from Hartle IT

    July 2017

    Fantastic! I couldn't work without it.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    Review Source: Capterra
  • Sameer from Little Computer People

    Number of employees: 2-10 employees

    July 2017

    Does what I need it to do

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • KIM from Bennetts Environmental

    Number of employees: 11-50 employees

    June 2017

    easy to use and easy to customise

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Jason from Hanmer Solutions

    Number of employees: 2-10 employees

    June 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Reif from Barrier Locksmiths

    June 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    Review Source: Capterra
  • Joe from IP Technologies

    Number of employees: 2-10 employees

    June 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Daniel from Dawso's Electrical Contracting

    Number of employees: 1 employee

    June 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    Review Source: Capterra
  • cade from lawn

    Specialty: Lawncare

    Number of employees: 1 employee

    June 2017

    Seemed good a the start

    Ease-of-use
    Functionality
    Quality
    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.

  • Scott from PS Brown Construction Ltd

    Number of employees: 2-10 employees

    June 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
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