Tradify

Tradify is a job management platform built specifically for trade and service businesses including electricians, plumbers, HVAC technicians, painters, builders, and general contractors. Originally from New Zealand and now serving trades businesses globally, Tradify provides a streamlined system for managing the complete job lifecycle from initial inquiry through quoting, scheduling, job tracking, and invoicing — all accessible from a mobile app in the field or desktop in the office. The platform is designed to eliminate paperwork and administrative burden for tradespeople who would rather be on the tools than behind a desk.

What differentiates Tradify from competitors like Jobber or Housecall Pro is its simplicity and purpose-built design for trade workflows. While many field service platforms try to serve every industry, Tradify focuses specifically on trades businesses and keeps the interface clean and straightforward — tradespeople can be productive within hours rather than weeks of training. Tradify also offers unique features like an Instant Website add-on that creates a professional web presence for trades businesses that may not have one, subcontractor scheduling for assigning work to subs and tracking their activity, and progress invoicing for managing deposits and stage payments on larger projects. The platform integrates seamlessly with Xero and QuickBooks Online for accounting sync.

Key Features: Job management with centralized job records that store all notes and documents and photos and activity history in one place with real-time progress tracking from inquiry through completion, quoting and invoicing with professional branded templates that can be created quickly from the field or office with automated email delivery and read tracking so you know when customers have seen your quote, scheduling with drag-and-drop calendar and Google Calendar sync for planning work schedules alongside personal appointments with team visibility, pricing and markups management for easily setting margins on materials and labor across different job types to ensure consistent profitability, online and credit card payment acceptance for getting paid faster with payment links included in invoices and the ability to collect deposits and progress payments, email tracking that shows when quotes and invoices have been opened by customers so you know who has seen what and when to follow up, accounting software sync with Xero and QuickBooks Online for automatic transfer of invoices and payments eliminating double data entry, custom branding on Pro plan and above for adding company logo and color scheme across all customer-facing documents and forms, inquiry form and email inbox on Pro plan that provides a branded inquiry form and email address that routes customer inquiries directly into Tradify, job photos and files storage for uploading and organizing site photos and documents and videos linked to specific jobs, recurring jobs and custom statuses for automatically creating repeat maintenance work and tracking jobs through custom workflow stages, job templates for pre-populating common job types with standard line items and notes to speed up job creation, appointment reminders that automatically notify customers of upcoming scheduled visits via email or text, quote options and online acceptance on Pro plan for presenting multiple options to customers and allowing them to accept quotes digitally, progress invoicing for managing deposits and stage payments and retentions on larger construction and renovation projects, timesheets for tracking labor time against jobs for accurate costing and payroll, subcontractor scheduling for assigning work to subcontractors and viewing their schedules alongside your team, costing and bill tracking for recording supplier bills and tracking job costs against quoted prices, purchase orders on Plus plan for creating and managing orders to suppliers linked to specific jobs, and Instant Website add-on for creating a professional business website for $12 per month.

Pricing: Tradify offers three pricing tiers billed per user per month in USD. The Lite plan costs $47 per user per month and includes job management and scheduling with Google Calendar sync and quoting and invoicing and pricing and markups and online payments and email tracking and accounting sync with Xero and QuickBooks Online. The Pro plan costs $51 per user per month and adds everything in Lite plus custom branding and inquiry form and email inbox and customer communications history and job photos and files and recurring jobs and custom statuses and job templates and personal to-do list and appointment reminders and quote options with online acceptance and progress invoicing and quote and invoice reminders and quote and invoice templates and costing and bill tracking and timesheets and subcontractor scheduling. The Plus plan costs $61 per user per month and adds everything in Pro plus purchase orders and advanced job reporting and additional customization options. All plans include a 14-day free trial. The optional Instant Website add-on is available for $12 per month on any plan.

Use Cases: Electricians that need a simple mobile-first system for managing service calls and quoting rewiring or panel upgrade jobs with professional branded quotes that customers can accept online, plumbers that want to eliminate paperwork and manage emergency call-outs and scheduled maintenance jobs from their phone with instant invoicing and online payment collection on site, HVAC technicians that need to track recurring maintenance contracts with automated job creation and manage seasonal workloads with clear scheduling across the team, painting contractors that want to present multiple quote options to customers for different paint grades or scope levels and track progress payments on larger residential projects, builders and general contractors that manage subcontractor crews and need to assign work and track schedules and manage progress invoicing with deposits and stage payments on construction projects, and small trade businesses that do not have a website and want to quickly create a professional online presence through the Instant Website add-on while managing all their jobs in one app.