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.

 

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)

84 Reviews of Tradify

 

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Software Advice Reviews (2)
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Showing 1-2 of 2

Graham from Alpha Air Conditioning Ltd
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

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

Ease-of-use

Functionality

Product Quality

Customer 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.

 
 

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 82

Sarah from Inalec
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

The best addition we have made to our business

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

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.

Source: Capterra
 

Helen from Paraterm Pty Ltd
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

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

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

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.

Source: Capterra
 

Ryan from Woodbury Plumbing
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

Simple and effective for jobs management on the road.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
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Quality
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Support

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

Source: Capterra
 

Shona from Fitzze Electrical
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

Easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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.

Source: Capterra
 

Toby from Dhueys Electrical

July 2017

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

Product Quality

Customer Support

Value for Money

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

Source: Capterra
 

Dan from Hartle IT

July 2017

July 2017

Fantastic! I couldn't work without it.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Source: Capterra
 

Sameer from Little Computer People
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

Does what I need it to do

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

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.

Source: Capterra
 

KIM from Bennetts Environmental
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

easy to use and easy to customise

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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.

Source: Capterra
 

Jason from Hanmer Solutions
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

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

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

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.

Source: Capterra
 

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
Functionality
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
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
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.

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
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

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

Source: Capterra
 

Leigh from ProSanding Timber & Concrete Pty Ltd
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

So much easier than our previous system(s). One stop 'shop' from quotes to scheduling to invoicing.

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

Tradify is a great timesaver, saving on average 1-2 hours per job compared to our 'old way' on the admin tasks such as quoting, scheduling, job sheets and invoicing.

Pros

Taking into consideration our entire staff - office personnel to tradies to Director, we needed a program that not only could do it all, but be easy for everyone to use. The GPS/map function is great, and the tradies adopted the timesheet function like it was second nature, it's that easy!
Saves me so much time - I no longer have to cross reference quotes, schedules, timesheets and job sheets, all of which used to be in different programs/files just to issue an invoice.

Cons

It is priced per user - while this is great for say, a sole trader/subcontractor with only one or two employees, it can get expensive for a small business with 10+ employees/subcontractors.

Source: Capterra
 

Chris from Miles Plumbing and Gas

May 2017

May 2017

Very happy with the software and support. Very straight forward and fast and practical on site.

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
Pros

Integration with my MYOB software. Job scheduling and being able to make up kits for regular parts..
.

Cons

Would like to be able to display items in groups without individual pricing e.g. labour $100
Materials $50

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
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
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
Product Quality
Quality
Value for Money
Value
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
Value
Support
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
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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