Tradify's Top Features

Tradify provides a range of tools to help tradespeople to work more efficiently, including job scheduling, task management, and time tracking. The Tradify team is always looking for ways to improve the lives of tradespeople and one way we do this is through the breadth of great features we offer to help you run your trade business.

Know what features you're looking for? Skip ahead!

• 1. Quoting
• 2. Estimating
• 3. Invoicing
• 4. Accounting software integrations
• 5. Job management
• 6. Scheduling & time management
• 7. Forms & Certificates
• 8. Connections
• 9. Tradify Enquiries
• 10. Instant Website
• 11. X-Ray Vision
• 12. Automated Quote & Payment Reminders
• 13. Online credit card payments
• 14. Job Service Reports
• 15. Service Reminders
• 16. Not using Tradify yet?

1. Quoting

We offer a flexible Quoting feature that helps you win more work. Create quotes on the go with pre-populated Quote Templates, Kits and automated reminders. You'll win more work on the tools and do less work chasing up potential clients. 

When creating your quotes, we've helped simplify the process as well by adding quote sections. This helps your customers see what they're getting quoted for in an organised way.

Don't believe us? Clark Johnstone, one of our Tradify users, saves over ten hours a week with our Quotes, using Kits to quickly bundle his materials and time for potential customers.

“It used to take me an hour and a half to work through a quote. Now, with everything set up in kits, we just input the quantities and in 10 minutes. That’s awesome!”

Want to send quotes to customers? With Tradify, you can send automated email and text reminders to ensure these documents don't get missed.  

2. Estimating

Need a best guess document to send to potential customers? In Tradify, we have you covered with our estimates feature. With a few quick changes in your document themes settings, you can easily switch between quoting and estimating — all within the same tab.

Your customers will still see the document you send as an estimate, whether that be via a text message or an email.

3. Invoicing

Invoicing - Tradify offers you a comprehensive invoicing feature. Bill for work you've completed and copy information directly from Quotes you've already created. Tradify talks to your favourite accounting software, so send your Invoices to your chosen platform for stress-free accounting.

Australian electrical business Watts Up didn't know how they did business before using Tradify to get their invoices out. With more seamless invoices, they can make more money and reduce stress levels.

“Give Tradify a go, and I can guarantee that after a month you’ll be wondering how you did without it.”

For ease of customer communication, you can easily attach your relevant safety certificates and Job Service Reports to your invoice emails, streamlining how you manage customer documents. 

4. Accounting software integrations 

Want to sync your job management software with the tools you use to balance your books? Look no further — Tradify talks to your favourite accounting software. 

Globally, we integrate with Xero and Quickbooks Online. In Australia and New Zealand we offer MYOB Accountright and MYOB Essentials. Tradify offers Sage in Ireland and the United Kingdom.

Note: This is general advice only and is not intended to supplement or replace the knowledge of a certified financial advisor. What accounting integration is best totally depends on your individual needs for your business.

Xero

Many of our businesses benefit greatly from using both a job management and accounting software — just ask the pros at MPH Group, who have taken their business from strength to strength using Tradify and Xero. 

Xero and Tradify operate in a two-way sync, meaning that you can send information between both platforms, including invoices, bills, customers and suppliers. 

“As our business has grown, Tradify also has continued to grow and we are always trying to use as much of it as possible to help streamline and simplify things further. It’s been such a massive success for us that I’ve recommended it to a bunch of other local businesses. We only went with Xero because of how it integrated with Tradify".

Quickbooks Online

If you're looking for another great option, Tradify also integrates with Quickbooks Online. Reduce your admin work by sending your invoices and bills to the same place you or your bookkeeper analyses your finances. You'll find greater accuracy when you use our seamless and automated sync with Quickbooks, avoiding any double entry or human error. 

Want to keep your business' day-to-day operations squeaky clean? See how the team at Pro Carpet Cleaning keeps their scheduling and accounting as clean as the jobs they work on.

When Pro Carpet cleaning accepts an invoice through Tradify, it fires straight over to QuickBooks and means they can focus on the important stuff, not chasing up invoices.

MYOB

In Australia and New Zealand, Tradify integrates with MYOB Accountright. Using MYOB alongside Tradify helps improve your efficiency by taking complicated financial management tasks off your hands so you can focus on managing the other elements of your trade business. Additionally, with an automated sync between MYOB and Tradify, your invoices are sent directly to MYOB to give you a more comprehensive picture of your business' financial performance.

Sage

In the United Kingdom and Ireland, you can integrate with Sage, a comprehensive accounting software package that offers flexibility for growing trade businesses. 

Sage offers a variety of solutions for businesses of varying sizes. Whether you have a one-man-band or a team, there's an option to suit your accounting needs. As with the other integrations, you can import customers and suppliers, send invoices and get a better handle on your money matters with this accounting integration.

5. Job management 

Tradify is a job management software — what does this all actually mean? Well, we should really let our features speak for themselves. 

Job cards

With Tradify you can attach all your necessary documents to whatever projects you're working on. From smaller maintenance jobs to large-scale efforts, you can organise your business' activities in a clean and logical way with Tradify.

With jobs being assigned to customers, you can keep track of the work you're completing and reduce admin by filling in details as you go. From scheduling to invoicing, all of your important tasks are kept safely stored under this job. 

Thought we only helped you with that? We have more! With customisable job statuses, you can tailor your workflows to suit your business. We also have built a tasks and notes feature, which help you segment parts of a job and add videos, photos and documents to Tradify as you work. 

Managing staff

In Tradify, you can create staff profiles to keep track of your team. Make your work easier by allowing them to easily fill in the blank spaces while they go — making everything so much more efficient. From forms to adding videos and photos, you'll reduce the amount of lost information with Tradify.

Want staff to be able to do some things but not others? With our staff member settings, you can control the information and features your staff can see and use.

Check out how our friends at Artisan Electrics configure their staff members below 👇

Fieldworker management

With Tradify, managing yourself and your team on the go is easy. With our seamless mobile management software, you can dispatch staff from the office or in the van. 

Our Map feature also helps you check out locations and see where your staff are. Need to know where your team are so you can book the closest person to an upcoming job? With Tradify, it's too easy.

6. Scheduling and time management

Take away the stress from your scheduling with Tradify's intuitive, flexible and powerful Scheduler. On web, switch between three views:

• Horizontal Timeline View: Assessing worker availability has never been easier. With a handy zoom feature and current time needle, booking jobs is a breeze.
• Vertical Planner View: Check your calendar from the office or on the go with the Vertical Planner view — available on both desktop and mobile devices. 
• Calendar Grid View: Easily assess your month ahead with our Calendar Grid View. This view is perfect for those longer jobs that span over days and weeks. 

Tradify's scheduler is user-friendly and links to all of the other great features we offer, such as managing your jobs and your staff/subcontractors. You can customise your schedule to suit your needs, from assigning breaks to delegating team members to jobs. With the handy Connections feature, you can also invite other Tradify users and even those who aren't on Tradify to view appointments and job information.

We integrate with Google Calendar, so you can bring your external appointments to Tradify — avoiding any double-up bookings!

Want to see it in action? WightStream uses Tradify to be at the top of their game, with less effort.

“I can just load a job up and not have to think about it again until I’m there – it’s done and dusted. It saves a lot of thinking time.”

Timesheets

Want to record time spent on a job after you've worked it? Tradify offers the simplest of solutions for this. Our timesheets feature helps you not only manage your time spent working, but allows you to get a better insight on how well your business is running.

When you're actually on the job, you can use our Live Timer feature — just remember to clock out! If you're recording time after you've left the job, it's easy to record time against a job. Check out how our Tradify expert Mik and the Site Shed look at it below 👇

 

7. Forms & Certificates 

Tradify makes it easier to create, sign, save, and send your safety forms from within the app. Ditch the pen and paper with our industry-specific and general forms. From the Electrical Installation Condition Report (EICR) in the United Kingdom, to the Safe Work Method Statement (SWMS) forms in Australia and New Zealand, we've got your compliance needs covered.

Note: Forms and certificates are currently only available in Australia, New Zealand and the United Kingdom. 

🇬🇧 Forms in the United Kingdom

Tradespeople in the United Kingdom will find it easier to certify their work with Tradify's digital safety certificate templates. With easy access and secure storage, you can create, send and organise electrical, oil and gas certificates in one place. Our forms have a fixed structure, helping you increase accuracy by avoiding formatting errors. 

Electrical Forms & Certificates 

8. Connections 

Manage your Subcontractors easily with our Connections feature. Easily send your Subcontractor Job and Appointment details by adding them in the same place you'd add staff.

Your Connections can create a Tradify profile and view the Jobs and Appointments they've been added to in a limited version of the Tradify app. 

9. Enquiries

Tradify Enquiries lets tradespeople import work orders, customer enquiries and any other form of work request into Tradify (emails, calls, website enquiries). With these enquiries now accessible in one place we’ve seen trade business owners significantly reduce the time it takes to create a quote, helping them to win more work.

When using our Enquiries, you can create either a web form or use a specific email address that sends enquiries directly to Tradify.

“My leads have to fill out the enquiry form. That’s incredibly useful. It’s proving to me that the leads are investing the time to type, so I’m not wasting time. But most importantly, I’m getting the correct email address and relevant details straight into the system, instead of cutting and pasting it from a text.” – Patrick Reid, Patrick Reid Plumbing

Tradify's Instant Website - Tradify's Instant Website feature allows you to create a website in a few clicks. Showcase your work to potential clients at a fraction of the time and cost. Add photos, services, reviews and an Enquiries form that sends queries right into Tradify. 

"The Tradify website feature has helped me increase my business and has taken the stress away from website design. I received multiple enquiries in my first week of launching the site. It's fantastic that I can use my own domain name, display my reviews and show my work to my customers." – Ben Lowe, BML Electrical

11. X-Ray Vision

Tradify also has X-Ray Vision. This feature lets tradespeople track when customers receive, view and take action on quotes and invoices.

It helps trade business owners answer questions like:

• Has my quote been seen?
• Should I follow up to clarify the next steps?
• Will they pay their invoice on time?

"It's cut my time spent on admin by approximately half and gives me a better idea of where my clients are at." – Pete Langford, Apex Construction

12. Automated Quote & Payment Reminders

With a strong cash flow key for any successful trade business, this reminder feature helps trade business owners win more work, and get paid faster. You can send these reminders via email or even via text message to cut through cluttered email inboxes.

Note: Text Messages are only available in New Zealand, Australia and the United Kingdom.

• Quote Reminders give you the ability to send scheduled follow-up emails/text messages for any quotes sent out of Tradify, removing the need for manual follow-up. 
• Payment Reminders work in a similar way by sending automated payment reminder emails/text messages for any invoice sent out of Tradify.

The emails are customisable, letting you add your own personal touch.

“When I phone up to ask for money, I know they’ve already received the reminders, so there’s no real excuse why they haven’t paid.” – Lee Fisher, Lc Fisher Electrical 

13. Online Credit Card Payments

Contactless, online payment options are a great way for tradies to get paid faster. You can offer online credit card payment options through our partnership with Stripe.

Safe and secure, this online payment option is becoming extremely popular with tradies who are looking to reduce the time it takes their customers to pay an invoice.

“Setting up bank payments was always a pain. Now I can take credit card payments, all I need to do is send an invoice and they can pay securely online. That’s been a game-changer.” – Dan Seaber-Shinn, DSS Electrical

14. Job Service Reports 

Job Service Reports provide a summary of the work completed on a job. These reports are useful as they keep your customers informed about the specifics of a job. They will also speed up the time it takes to get a job signed off - allowing you to send an invoice and get paid faster.

15. Service Reminders

Never miss an opportunity for repeat work! Maximise the number of repeat jobs with Tradify's service reminders. Manage all your repeat service reminders in one place and schedule professional reminder emails to automatically send to your customers two weeks before their service due date. Track future opportunities, prompt your customers on time, and increase your revenue.

With Tradify, you can set up automatic email reminders to ensure your customers never miss a service. These reminders are sent out two weeks before the due date, giving your customers enough time to schedule their next appointment. This keeps your business top-of-mind and helps maintain a steady stream of repeat business. 

16. Not using Tradify?

Start a free 14-day trial or book a demo and one of our experts will be in touch. 

If you need extra support in using Tradify, feel free to visit our Help Centre or get in touch with our support team.