Tradify Reviews

It is an amazing platform that lets you really fit the system to your own company's needs, it is also great that all our information is accessed through one system and it is very easy to train people to use the system as it design and functionality is very intuitive. Tradify is also very proactive in improving the software and allowing it to grow and further meet the needs that are arising as we all get deeper into using it and applying it to our businesses.

The Silverlight platform that it runs upon seem to be quite restrictive, but even this is about to be upgraded.

Hey Kim! We're so happy your team @ Denmark Windows is loving the Tradify platform! Just a little heads up, we're about to launch a completely new and improved Tradify with all the same features you love + many more & the best part... no Silverlight! Whoop!

We cant fault this software as its built perfectly for our trade business and ensures that our field technicians can report their time and materials directly to the job and our office team are so much faster on invoicing customers! Its in real time and as we dont need a direct GPS tracker, we can still use this software to locate staff fast and effectively! I love that you can convert purchase orders straight to bills and allocate materials to the job so our office can cross check and this also makes a easier process for stock ordering and stock-take yearly! Also love that you can save attachments straight from emails on our iphones to jobs and customer profiles. We are also using iAuditor which talks directly with Tradify for our WHS Safety Requirements- this is a huge bonus!!

Would like to be able to customise our invoices a bit more but the new release is much better than previous.

Thanks Brendan! Customisable invoices are on their way with the new Tradify 2.0 release.

The system is fairly easy to use but its totally backwards, for example on site our engineers need to fill out a onsite report with parts required and faults identified with a detailed description of fault and pictures. Tradify only allows this if you fill out a section called notes and then it transfers over to report which is useless. we cant fill out a note and send to a fleet customer. Our contractors want a detailed report from site with pictures which this system doesn't allow. reports info cant be copied and pasted or transferred to invoice. Staff onsite fill out reports that then dont arrive or save. Support is uselss because they dont understand the requirements that are needed.

reports not been able to be transfered or attached to invoices. Notes section is uselss

For me the ability to capture enquiries, add the customer details into the data base and then quote is essential. I can see every interaction the client has from open their quotes to accepting them and then paying g the invoice. My clients love the ability to accept the quotes online and get reminders if they have chosen an option. Once the quotes are accepted you can create a job, schedule it in and assign it to a worker in quick succession. The job management function allows to you track time onsite and even pause the time to allow for trips to the wholesaler if required so you can then accurately bill for time on site and not guess and this benefits your client as you are not over charging them.

The one thing I wish they did have was a export calendar function as I’d like to share my calendar with by wife but she doesn’t require access to the system as she isn’t a company secretary or admin assistant. It’s more so she knows whats in my schedule so she can plan her day. At the moment I have load it in to both Tradify and the iPhone calendar.

It is critical to our day to day business. Mobile access is great.

It makes my computer run really slow. Occasionally we struggle to log in. The scheduling section could be easier to use. Enquiries function could be better.

Extremely intuitive to use, aesthetically pleasing layout, seamless integration with our accounting software.

Initially the only thing that we didn't like was that it didn't have a feature to email jobs to subcontractors but since then Tradify has fixed this and now does have this feature. That's one of the things we like about this company...they listen to their customers and react by updating and improving their software to better suit their customers.

Ease of use always is a big factor in choosing tools of trade. Designing systems that are both instinctive and functional is never an easy task, Tradify has done this well. Flexibility to correct entries is also important.

Having to be online to use the software. Would be great to have the ability to work offline and then sync.

Easy to set up without assistance, help docs cover anything you cannot work out . Our team is a crew of painters that all said to me how they dont know anything about the digital space and resistant to creating a new timesheet habit and learning what to do. They were all very chuffed when they worked out how easy it is to use.

I think more reporting features that the user can choose to suit their business model. also the ability to set up another arm to the business separately so like a parent company that umberella's child businesses that have separate teams or territories would be good for growing businesses. Also a group chat room space for team meetings would be supurb! We no longer have an office or central meeting space as the world goes online, a space for comms like a notice board or chat would help a lot.

Quoting and invoicing are my favorite features. Once you have frequently used material prices loaded then it's really quick getting a quote or invoice off to a customer. The customer then receives something very professional looking and can even accept your quote right then and there and you'll be notified. You can even see if your quote or invoice has been opened and viewed!

I can't think of any features that are really missing. Personally I don't make much use of the scheduling system. It isn't a fault of Tradify as it's right there for me to use, I just feel more connected using a physical diary.

The layouts and menus are easy to navigate throughout the software. Very easy to add notes and job costs aswell as times.

One thing that has been bugging us is the time it takes to add photos on the spot. It seems to be alot quicker to take photos with the normal iphone camera into the iphone library then to upload them into tradify notes.

Cuts all the office crap you have to deal with at the end of the day

i is a bit hard to find features on the system and can be a little bit annoying to work around the sight

Web based booking system that talks to my accountancy package simply and efficiently suitable for all phones with browsers. Its been very stable as opposed to other more complex and difficult systems we have used in the past. Has all the reports and features needed to work out productivity and cost tracking per job/ profitability. The added bonus is the cost!!! I saved approximately $650 per month switching to this product.

not a lot really.

Being able to see all our staffs movements and schedule at a glance offers a great amount of flexibility to rearrange jobs at short notice. Quoting jobs quickly with the use of Kits has dramatically decreased our turn around time for our tenders.

I would love the ability to review a quote total breakdown with labor and materials made an option. Especially when using kits I havnt found an option to view a report of labor and materials prior to sending it out.

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.

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.

I found this software very easy to use with managing multiple jobs and creating quotes.

I have yet to find any cons with this software!

Scheduling jobs, quoting & invoicing & integration to MYOB are amazing!

Importing supplier statements against invoices & jobs could be improved

The ease of us being able to log on from any device and check clients phone no's while out on the road and track the progress of the job, and to be able to check staff locations just fantastic.

Nothing really its all good, if I had to say what do I like least its probably the fact it costs me money, would I cancel it to save me the money no way! We all love it!

Simple and easy to use and understand yet still powerful enough to do everything I need and more.

I need somewhere to "park" jobs that are awaiting parts that separates them from other types of statuses. In progress is the only type once you've started the job. I may be missing something here but I'm seeking guidance on it.

The ease the use. The compatibility with other platforms. It’s ease to interstate with other users

I am satisfied with the product. It suits my business w I can expand.

Its easy to use. Everything I need is all there. I can create jobs, customers, quotes and invoices all on the one system.

No cons were added to this review

Easy to use, very user friendly by giving each team an Ipad they can self manage their own jobs and purchases, whilst allowing management to see what's happening.

There are a few features we would love to see, but in saying that we have over time talked to the team at tradify and a few of our wish list items have started to appear.

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.

It does have a couple of bugs but nothing too serious and they are always doing work to improve and take suggestions seriously.

The remote access that allows the admin ,sales and technical staff to login, access jobs, and clear jobs. Also everyone can see the clients

We would like to see more customized Job Sheet Templates so that we can include our logo and company details. Also to be able to add invoice details on it so that our field staff can pick up payments.

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.

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.

- Tradify is very easy to use. - We can attach PDF forms and photos to our jobs making getting information to our Technicians much easier. - With the reoccurring jobs you can also set up the reoccurring invoices that correspond with them.

1. Can't attached building plans to reoccurring jobs so they stay on file. 2. You cannot control the invoice reminders when they go out. Clients get a bit upset when you send them too many.