Tradify Partner Programme

Do you have trade business customers who need help managing their admin? Get £150 cash for every referral who becomes a Tradify customer!

Help your customers get their admin sorted. Join the Tradify Partner Programme for accountants, bookkeepers, and business advisors to the trades.

Terms and conditions apply

Need help? Call: 0808 258 4163

Email Tradify: partners@tradifyhq.com

Apply to become a Tradify Partner

How it works

The Tradify Partner Programme rewards you with a cash referral bonus of £150 for every paid subscription. Tradify + online accounting software is the perfect solution to help ease the admin burden for your clients, while also making your life easier.

Help your clients succeed

You’ll help your clients cut out hours of admin. Tradify is the easiest-to-use, all-in-one tool designed specifically for the trades.

Make your life easier with up to date data

Connecting your clients' Tradify account with an online accounting package will reduce double-entry of quotes, invoices, and customer information. Tradify helps you make sure the books are up-to-date with the latest data.

Specialise in trade businesses

Trade businesses represent a significant market opportunity that you can capture leveraging the best tech tools to help them succeed.

Access training videos, reports & product updates

We’ll notify you of all the important updates & news around Tradify and provide free training whenever it's needed.

Free training & ongoing support for your clients

Our Tradify Experts will guide your clients through account setup, train them on the core features of the app, and answer any of their questions.

Easy-to-use Partner Portal

We’ll give you access to our Partner Portal — giving you the ability to create free trials, track your referrals, and access and manage your clients’ Tradify accounts.

Earn when you refer

We’ll provide you with a one-time payment of £150 for every referred client that signs up to Tradify.

Run your business with Tradify while your accounts sync with Sage. Easy setup in just a few clicks.

Learn More

Sync Tradify & Sage

Remove manual data entry and double-handling by creating invoices, bills, and payments in Tradify and syncing them to Sage.

Connect your contacts

Sync supplier and customer details between systems. Any changes you make to contact information in Tradify will automatically update in Sage.

Access cash flow

Access your bills, payments, and invoices in Sage to understand your true financial position at any time.

CIS Compliant

Tradify is set up to create CIS-compatible invoices and send them straight through to Sage.

Run your business with Tradify while your accounts sync with Xero. Ready to connect without fuss.

Learn More

Sync Tradify & Xero

Remove manual data entry and double-handling by creating invoices, bills, and payments in Tradify and syncing them to Xero.

Cut back on admin

Automatically send bills, payments, suppliers & customers through to Xero.

Access cash flow

With all your job details syncing in real-time, you'll have the most up-to-date view of your cash flow position.

Connect your contacts

Any changes made to customer information in Tradify will automatically update in Xero.

Run your business with Tradify while your accounts sync with QuickBooks. Ready to connect without fuss.

Learn More

Sync Tradify & QuickBooks

Remove manual data entry and double-handling by creating invoices, bills, and payments in Tradify and syncing them to QuickBooks.

Eliminate paperwork

Transfer bills, payments, suppliers & customers to QuickBooks automatically, removing manual data entry and human error.

Access cash flow

Access your bills, payments, and invoices in QuickBooks to understand your true financial position at any time.

Connect your contacts

Sync supplier and customer details between systems. Any changes you make to contact information in Tradify will automatically update in QuickBooks.

Take online payments for jobs by connecting Tradify with Stripe.

Learn More

Pass on the fees

Opt to pass the credit card fees on to your customers — or not, your choice.

No setup cost

Connect Tradify & Stripe for free if you have a subscription to both.

Make more money

Easily track time & materials, import price lists, and view profit reports.

Get paid faster

Check when invoices are viewed, offer online payment options, and send automated reminders.

Designed for tradespeople

Whether your clients work by themselves or manage a team, Tradify helps cut down admin & gets businesses organised — quickly.

Capture and respond to enquiries

Tradify’s enquiries engine can keep your clients' leads (phone calls, emails, conversations) in one place, saving them from double-handling and speeding up response times.

Create professional quotes on the fly

With Tradify, your clients will be able to create professional quotes as soon as they get off the phone. Our customisable templates and kits ensure their quotes hit the mark.

Track jobs from quote to invoice

Tradify will give your clients access to all the info they need. Our web, iOS, and Android apps are designed to cut out double-handling and streamline job tracking.

Schedule on the go

Our app provides a real-time view of who's closest to a job for faster dispatch. Your clients will be able to communicate with the team quickly and efficiently — keeping jobs ticking over.

Get paid faster

Tradify users can quickly send invoices once a job is complete, using prompt and progress invoicing to enhance cash flow. Automatic payment reminders also reduce time spent chasing payments.

Effortless accounting

Tradify integrates with Xero, QuickBooks, and Sage, allowing one-click invoice reconciliation. It also instantly imports customer information and pricelists, streamlining bill reconciliation in their accounting system.

Save 10+ hours a week

On average, Tradify users save 10+ hours per week from admin tasks - giving them more time to focus on growing their business.

“It’s a great way of managing your diary. Quotes, invoicing, job lists ... every team member can access their jobs on the app.”

Brad & Sam, The Bald Builders

Follow Tradify for more

Once you have applied to become a Tradify Partner, we will email you instructions on how to create your partner account and begin making referrals.

There is no limit to the number of referrals you can make. You will be paid a referral bonus of £150 for every referral who upgrades to a paid Tradify subscription.

You will need to create free trial accounts for your referrals in your Partner demo account. This is how we will know they are your referrals.

Tradify integrates with Xero, Sage, QuickBooks, and Stripe.

Yes. You will be able to access your clients' Tradify accounts without them having to pay for an additional user.

Once you become a Tradify Partner, we will convert your free trial account to a Partner Demo account. This account will not expire.

Once you become a Tradify Partner, you will be paid a referral payment of £150 for every customer who upgrades to a paid Tradify subscription.

Payment for your referrals will be made monthly or quarterly, depending on the volume of referrals who upgrade. We will provide more information on the payment process and timing once you begin making referrals.

If one of your referrals upgrades to a paid Tradify subscription, you will receive an email from Tradify the following month with confirmation of the upgrade(s) and instructions on how to receive your referral payment(s). Referral payments are paid one month following the upgrade of a referral to a paid subscription.

If you have already started a free trial with Tradify without using the specific free trial link in your welcome email, please email our Partner Team at partners@tradifyhq.com.

Tradify Partners will only receive payment for referrals where the Tradify free trial is created in their partner account.

No. Tradify Partners are paid a referral bonus for every customer who upgrades to a paid Tradify subscription, not based on the number of free trials.

Once you have created a free trial for one of your clients, a member of the Tradify Sales Team will reach out to help them see if Tradify is a good fit for their business.

You are welcome to be involved in these conversations as well, but you don't need to be :)

Tradify Partner Programme

Apply to become a Tradify Partner

The best tool for the job

Don't just take our word for it

Why join the Tradify Partner Programme?

How it works

Help your clients succeed

Make your life easier with up to date data

Specialise in trade businesses

Access training videos, reports & product updates

Free training & ongoing support for your clients

Easy-to-use Partner Portal

Earn when you refer

Accounting & payment partners

Connect Tradify for stress-free money management!

Sage

Sync Tradify & Sage

Connect your contacts

Access cash flow

CIS Compliant

Xero

Sync Tradify & Xero

Cut back on admin

Access cash flow

Connect your contacts

QuickBooks

Sync Tradify & QuickBooks

Eliminate paperwork

Access cash flow

Connect your contacts

Stripe

Pass on the fees

No setup cost

Make more money

Get paid faster

The benefits for trade business owners

Designed for tradespeople

Capture and respond to enquiries

Create professional quotes on the fly

Track jobs from quote to invoice

Schedule on the go

Get paid faster

Effortless accounting

Save 10+ hours a week

“It’s a great way of managing your diary. Quotes, invoicing, job lists ... every team member can access their jobs on the app.”Brad & Sam, The Bald Builders

Questions about the Tradify Partner Programme?

What happens once I sign up for the Tradify Partner Programme?

Is there a limit on how many referral bonuses I can earn?

How do I make sure that I get paid for my referrals?

What accounting & payment software does Tradify integrate with?

Will I be able to access my clients' Tradify accounts?

How long does my Tradify free trial last for?

When will I be paid for my referrals?

How will I be paid for my referrals?

What if I have already started a free trial with Tradify?

What if my customer has signed up for a free trial directly with Tradify?

Will I be paid a referral bonus based on the number of free trials I create?

If I create a free trial for one of my clients, what happens next?

“It’s a great way of managing your diary. Quotes, invoicing, job lists ... every team member can access their jobs on the app.”

Brad & Sam, The Bald Builders