by Team Tradify, November 14, 2024
Streamlined admin boosts profit
Ryan started by integrating Tradify with Xero, which created a single source of truth and gave him confidence in his information.
“I know I don’t have to go searching for anything. Everything’s on my computer straight away … there’s no stuffing around.”
Supplier prices are uploaded on Tradify, as well as his own, so Ryan can build a quote in minutes using accurate, up-to-date pricing. He doesn’t have to waste time searching through suppliers to find materials and items.
“I like that I can see the expected profit, too, which lets me know I’m pricing correctly,” he adds. Tradify’s intuitive user interface is perfect for someone like him who “likes to play around with things.”
“If you’ve got half a brain, it’s easy to work. You don’t need a degree. It’s a pleasure to use.”
A paperless paper trail saves 1.5 hours per job
Ryan had always tried to keep a paper trail of communications and job notes, using a notebook and transferring site photos from his phone. Now he adds notes and site photos straight into Tradify from his phone – and it’s all there when he gets back to his desk.
“Being able to click a button and turn all of my notes and pictures into a professional-looking report in seconds literally saves me 1.5 hours.”
Sending the report with the invoice helps justify the total and is a “huge help” if problems crop up later. Ryan can look back at any job to double-check what was agreed, the work carried out and any communications.
“I take photos before and after, so six months down the track, if they say they’ve got a leak, I can turn around and say, ‘Well, I never actually worked in that area.’”
Doing more with less
While Tradify has delivered the time savings Ryan was looking for, the software came with some unexpected benefits, too. Because he can create branded and accurate quotes, invoices and reports with a couple of clicks, everything that goes out of the business looks polished.
“Tradify makes my company look more professional. I think it makes me look good,” he says.
Ryan also uses Tradify to keep clients updated – something he’s regularly complimented on.
“I just send a message, and away it goes. Clients are really impressed that I keep them up to date with my movements for the entirety of the job. I can’t fault it,” he says.
The Tradify app
Moving to the tradify app has allowed Ryan's business to access:
- A cloud-based system – Ryan can access and update job info on the go.
- Professional documentation – customised reports in seconds
- Simplified quoting and invoicing – with accurate pricing and materials lists in one place
- A streamlined workflow – saves Ryan at least three hours a day.
Ready to give Tradify a go?
Start your 14-day free trial. No credit card required, and no pressure. Or take a look at Tradify in action during one of our weekly 30-minute live walkthroughs.