Main features of Tradify are:
The main benefits of Tradify are it makes job management an easier task, it empowers users to be organized and keep track of time, it accelerates quoting and invoicing processes, and it supports integration with various accounting software. Here are more details:
Easy job management
Every job can be tracked using Tradify, whether it’s quoting, invoicing, or others. It also enables you to set priority to tasks that are more urgent by displaying jobs that are overdue, due, or next to work on. You will have access to a full overview of all your workloads. Every job information can also be viewed and accessed by field or office staffs.
Stay on top of things
The system features easy scheduling process for the employee which is useful for more intelligent workforce management. Paper trails are also a thing of the past because Tradify unifies all documents, quotes, notes, and emails in a single, accessible place. Team member availability can be assessed as well to be able to determine which of them can take jobs when they come in.
There is also a time tracker tool which allows real-time monitoring of what each worker are currently working on. This is useful for quick and easy rescheduling and dispatch.
Fast jobs quoting
Tradify can make job quoting quicker. It can import lists of supplier price so that costs are always up to date. Kits can also be created to be used as a rapid quoting tool for similar works. There are also templates available which can be customized to fit various jobs or customers. It can make a comparison of actual jobs costs vs quoted price as well.
Invoices can be generated immediately after the job is finished because receipts and timesheets are transformed into invoices which can then be sent directly to MYOB or Xero. There are also flexible variables for invoicing available.
Support accounting integration
With just a single click, sales invoices are integrated into the accounting system you are using which accelerates the process and prevents double entry. Tradify can also sync contacts, customers, and price lists to MYOB and Xero.
The following Tradify integrations are currently offered by the vendor:
Tradify pricing is available in the following plans: