Tradify Reviews

Ease of job tracking, notes feature is great, quoting, invoicing, its all straight forward

Would be nice for it to be able to save when out of reception and update itself when you get back into reception

Easy to use! Customer support and help setting up was amazing!

Is too expensive as you need to pay per user. Costing me double the price of servicem8 but they are identical software.

Saves time quoting and invoicing, layout of invoice looks good, the app is easy to use so the guys in the field don't struggle with how to use it.

when sending emails from tradify the invoices at the bottom say sent from Tradify, i get that its a bit of free advertising for Tradify but I think it looks unprofessional from our point of view, you can download invoices and documents and send your usual way but that does take longer. Doesn't get updated very regularly I used a competitors software for a while (doesnt integrate with MYOB essentials which is why i stopped) and they did regular improvements every month. doesn't integrate with other calendar programs like google calendar. kits which i like where you basically put together regular things that you do ie install a double Power point, but you cant do this on invoices. Pages on the app do take a long time to load and a big downfall no offline access to the app.

Time Tracking - Easy to Keep track of different jobs, staff on jobs etc. Scheduling - Easy to drag appointments around on calendar and send job details to staff. Quoting / invoicing / purchases - Very well integrated, I quote using price list items i have set up, once quote confirmed I can create a purchase order in seconds, when its time to invoice it adds atomically again . Cross platform - I use on MacBook, iPad and iPhone works great on all devices. Linked to quickbooks - Ideal saves me having to do anything my accounts lady can deal with it in quickbooks as it atomically ends up there from Tradify. A nice feature I have found is that if I send a CERTIFICATE PDF via Airdrop on my iPad to iPhone I can import into Tradify and link to a job, helps keep all paper work organised.

There aren't any that I'm aware of, its perfect.

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.

The product is a very simple format, easy to use and understand. Easy to log and enter details

More control of reminder emails re open approved documents in case of mistakes or amendments

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.

Pricing was fair and the ease to use the software

When a job is already scheduled and you need to add another staff member to the job you can't just add them easily enough like you can with a mobile app.

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.

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!

Simple to use, but yet the abilities are complex. It save s alot of time, and money, while keeping things organized.

Not much. I don't like that the accounting side doesn't really accomodate with the 2 popular Canadian Accounting software platforms (Sage/Simply Accounting, Quick books). Seems more Australia/New Zealand Based) Naturally. I will create a small list of features I would like to see in the software and send to you.

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.

- user friendly - efficient and effective for our business - customer service is great - updates occur to improve the software

- not being able to select multiple status' to view jobs - currently you can only select one status at a time to view

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

I really am still in the very early stages of learning the ins and outs of it.

I would like to be able to receive alerts on my phone for jobs or appointments. The software allows me to double book my time, which seems strange, if I try to schedule an appointment that overlaps an already scheduled appointment, it should alert me, and not allow it. Perhaps this one, is something I am doing wrong, but If i make a kit, and want it at a certain billing rate, it always appears in my quote as the Standard billing rate.

Hi Wade Thanks you very much for your feedback especially from a new user like yourself. We're so thrilled to hear that Tradify has helped you get more organised, and it definitely helps replacing pen & paper with Tradify wherever you go. Thank you also for letting us know your recommendation/request on how to improve on our platform. The ability to receive alerts to prevent double booking is...

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Working in real time is fantastic. Jobs get allocated and on site techs can report back using the app. Time and material capture is really easy, and assists in invoicing the correct detail. Once everything is complete, we just click a button and everything is automatically sent to MYOB.

Time sheets do not automatically transfer to MYOB.

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.

Easy to use, basic computer skills are all that you need... fast and efficient programming, invoicing etc

can't think of anything

Thanks so much for the feedback!

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.

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.

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.

When I first started my business, my invoices and quotes were all over the place, I’d lose track of jobs or jobs which I hadn’t invoiced for. After downloading Tradify I honestly don’t know how I lived without it !

Would be good if they added in a feature that you can write up reports for insurance companies or letters with your header and logo

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.

No cons were added to this review

I like being able to send the customer an electronic invoice while on the job. It has made quoting much easier and faster. I like when quoting a job, it shows you the actual profit you will make after labour and parts costings have been removed.

That I still need to use MYOB as my accounting software. If Tradify could implement payroll and a good accounting system, then I could do away with MYOB.