Tradify Review
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- What is Tradify
- Product Quality Score
- Main Features
- List of Benefits
- Technical Specifications
- Available Integrations
- Customer Support
- Pricing Plans
- Other Popular Software Reviews
What is Tradify?
Tradify is an intuitive job management solution specifically designed for trade and service businesses. It provides monitoring of all jobs from invoice to quotes. It also facilitates in workflow management by constant monitoring of your jobs and teams. It can be utilized through desktop computers, Mac, tablet or mobile devices. This allows you to view the person doing a specific job in real time. Tradify can be used to ensure that you’re on top of your business by keeping things organized which in turn enable you to manage your workforce more intelligently. It can also be used for ensuring that each member of your team always arrives on time. It can also determine which members are available to be booked for a job as they clock in. The system also helps in quotes and invoicing processes. It enables you to quote jobs at a faster rate with more accuracy while also allowing you to create invoice easier to receive payment faster. It can also be seamlessly integrated with various accounting software including MYOB and Xero.Product Quality Score
Tradify features
Main features of Tradify are:
- Time Tracking by Project
- Billing Rate Management
- Activity Tracking
- Project Tracking
- Billable Hours Tracking
- Reimbursement Management
- Expense Tracking
- Multiple Billing Rates
- Invoice Processing
- Time Tracking by Client
Tradify Benefits
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.
Quick invoicing
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.
Technical Specifications
Devices Supported
- Web-based
- iOS
- Android
- Desktop
Customer types
- Small business
- Medium business
- Enterprise
Support Types
- Phone
- Online
Tradify Integrations
The following Tradify integrations are currently offered by the vendor:
- Xero
- MYOB Essentials
- MYOB AccountRight
- Quickbooks Online
Video
Customer Support
Pricing Plans
Tradify pricing is available in the following plans:
