Tradify: Software Reviews, Demo, & Pricing Info

Tradify is a New Zealand-based company that makes business software for tradesmen and field service companies, such as plumbers, electricians, construction contractors, cleaning services, and landscapers. 

We tried the software, researched user reviews, watched video tutorials, and chatted with Tradify sales representatives to bring you the lowdown on its price, features, and user experience.

What we found: Tradify offers excellent value for money. You get tons of time-saving features for a low monthly price. However, these features do not include routing or dispatching, which is a deal breaker for some businesses. 

Table of contents:

• Overview
• Key Features
• Pricing
• User Reviews 
• Pros and Cons
• Alternatives 
• Our Verdict 

Tradify Overview

LawnStarter Rating	4.5 of 5
Price Range	$29 per user per month
Free Trial?	Yes
Free Version?	No
Pricing Model	Charges per user
Made For	Service businesses and tradespeople
Platforms
iOS App	Yes
Android App	Yes
Desktop	Online software
Features	• Customer and Lead Management • Job Management • Workforce Management • Invoicing and Payments

Tradify Overall Rating: 4.5 out of 5 Stars 

Tradify Key Features

Tradify’s key features include:

• Customer and Lead Management
• Job Management
• Workforce Management
• Invoicing and Payments

Customer and Lead Management

Tradify has handy tools to manage incoming leads and existing customers. Its CRM and lead generation functions include:

• Business inquiries forms
• Contact database
• Paperless quoting and invoicing
• Automated messages
• Lead tracking

Finding Leads and Customers

Tradify includes a web application and a mobile app. The Customers and Enquiries (aka inquiries in the US) tabs on the web app are in the left side menu. After navigating to Customers or Enquiries, you will find a search box on top of a contact list.

The mobile app has a Customers icon in the bottom menu.

You will also find a search box on top of a list of entries in the mobile app.

Adding a New Customer

Adding a new customer to your database is a simple 3-step process.

Step 1: Navigate to Customers.

Step 2: Fill out the the new customer information, including:

• Customer name
• Physical address
• Phone number

There are tabs for:

• Information
• Notes
• Sites
• Jobs
• Invoices
• Quotes

Step 3: Save the contact by clicking one of two buttons:

1. Save and continue
2. Save and exit

Job Management

Tradify includes job management tools to streamline day-to-day operations. Job management tools include:

• Scheduler
• Real-time active job view
• Online document storage
• Automated recurring job management
• Connects (To work with subcontractors and other individuals outside your company)

Adding a New Job (Web Application)

Step 1: Select Jobs from the left side menu.

Step 2: Click a New Job button. There are four to choose from:

• New Job
• New Recurring Job
• New Job From Template
• New Job Template

In this example, I selected New Job.

Step 3: Fill in the job information, including:

• Customer: You can select an existing customer or create a new one.

• Site: If there are multiple locations for the client, you can choose the right job site.

• Tasks: Jobs are divided into individual tasks. You can charge by task and assign specific tasks to specific employees.

You can also add related documentation and data. At the top of the screen, there are tabs for:

• Job
• Notes
• Time
• Costs
• Schedule
• Invoices
• Quotes
• Purchase Orders
• Bills
• Job Service Reports

Step 4: Click one of the two save buttons:

• Save & Continue
• Save & Exit

Both buttons are in the bottom right corner.

Adding a New Job (Mobile Application)

Step 1: Tap the Jobs icon at the bottom of the screen.

Step 2: Tap the blue + button.

Step 3: Fill out the New Job form.

Step 4: Tap the Save button in the top right corner.

Scheduler

Tradify’s scheduler features an easy-to-use drag-and-drop calendar. 

Workforce Management

Tradify helps you manage your workforce with tools for:

• Employee time tracking / Timesheets
• Timing jobs
• Assigning jobs and tasks

Invoicing and Payments

Tradify enables you to send invoices and collect payments paperlessly.

Creating an Invoice

Creating a new invoice is a relatively simple process with a good workflow, but learning it may take some practice. Much information goes into an invoice, and the software provides many invoicing options.

Step 1: Click the plus symbol in the bottom right corner.

Step 2: Select the New Invoice icon.

Step 3: Choose a customer to invoice. You may select an existing customer or create a new one. 

Step 4: Select the work to invoice. You can add:

• An existing job
• An existing quote
• Miscellaneous (Create from scratch)
• An invoice template

Step 5: Fill in the invoice information.

Step 6: Save the invoice. You can:

• Save and continue
• Save and exit
• Approve invoice

Once you approve the invoice, you can send it to the customer, who can pay it online. 

You can also export the invoice data to your accounting software. Tradify integrates with QuickBooks or Xero.

Payment Processing

For payment processing, Tradify integrates with Stripe. Stripe is the big boy on the block when it comes to online payment processing. Large corporations such as Instacart, Amazon, and Google use Stripe to accept payments.

Payment processing fee: 2.9% plus $0.30 per transaction

Tradify Pricing

Tradify has a user-based price model and offers a free 14-day trial.

Monthly subscription price: $29 per user

Tradify also offers tools to create an instant website hosted on its web servers. This service costs an extra $12 per month.

Tradify User Reviews

Helpful for daily operations: “I use it daily to quote and invoice my jobs as a Data Cabler…  I’m a happy camper. The mobile app is 100% functional.” – Paul T.  from Capterra

Tradify branding on customer communications: “When sending emails from Tradify, the invoices at the bottom say sent from Tradify. I get that it’s a bit of free advertising for Tradify, but I think it looks unprofessional.” – Darren H. from Capterra

Easy to use features: “Ease of job tracking, notes feature is great, quoting, invoicing, it’s all straightforward.” – Luke H.  from Capterra

Great app but doesn’t work offline: “Great app. We are quite happy with it. But it needs a couple of big improvements. 1st very important. 1. Be able to work offline, can’t even start the timer off-line. We don’t always have coverage.” – Neil Bedford from Google Play

Not enough customization: “Needs Google Calendar integration and customizable job appointment notifications/reminders.” – andreyshka from Apple’s App Store

Pros and Cons of Tradify

Although Tradify has many features to streamline field service operations, it doesn’t include any routing or dispatching tools.

Pros	Cons
✓ No contract ✓ Low per-user price ✓ Integrates with Stripe ✓ Integrates with QuickBooks or Xero ✓ Excellent customer support	✗ Not fully customizable ✗ No routing or dispatch features ✗ Web app isn’t responsive

Alternatives to Tradify

If you need routing and dispatching features or want something more customizable, here are some alternatives:

• Jobber: Jobber is affordable field service software with a free trial and a variety of features, including routing and dispatching. 

• Kickserv: Kickserv is a field service solution with many features and pricing options starting at $0.

• RazorSync: RazorSync is feature-rich with excellent dispatching tools.

• Plannit: Plannit is intuitive field service software that can work for any industry. In addition, it’s reasonably priced and feature-packed.

• ServiceM8: ServiceM8 is highly rated business management software for trade contractors and home service pros.

• Smart Service: Smart Service is highly customizable and feature-rich but expensive.

Our Verdict

Tradify has a smooth design and a low price tag. Although the web application isn’t fully responsive, the mobile app works just fine. If you don’t need routing or dispatching tools, this software is worth a try.

Main Image from Canva Pro with text overlay