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Tradify
Tradify

Tradify

By Tradify


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Highlights : About Tradify

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Accounting integration

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Advanced invoice workflows

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Arrive on site and turn on the timer for easy time tracking.

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Automated work timer

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Availability

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Break your jobs up into individual tasks.

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Collect notes for individual jobs and customers

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Complete billing and invoice system

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Consolidate all notes, quotes, emails, documents

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Cost jobs quickly and easily

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Create invoices quick and easy

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Customizable invoices

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Download our iOS and Android app

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Easily update your timesheets in app or online

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Email customers directly from Tradify

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Employee scheduling

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Fully customisable bills and invoices

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GPS tracking

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Get instant updates on jobs, and what stages they are at

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Hourly billing

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Invoice generation

About Tradify

Tradify is a job management solution that helps organizations stay on top of workflows by tracking teams and jobs from quote to invoice, in real time. The platform was built for trade and service businesses such as electricians, plumbers, HVAC, building and contraction, painting, IT, service technicians, installers, maintenance, repair, and many more. Tradify provides organizations with a complete overview of their workload, enabling users to track and prioritize jobs, and stay up to date on what jobs are due, overdue, or coming next. All job information is accessible by field and office staff via any desktop or mobile device. Employee scheduling features help manage the workforce, including a time tracker for time on site, time-sheeting, dispatching and rescheduling. Quoting features enable users to import supplier price lists for current costs, as well as compare quoted and actual job costs. Customizable templates are available for various jobs or customers, including kit creation for quick quoting of similar work. Users can invoice right after the job, and transform timesheets or receipts into invoices automatically. Third party accounting integration enables users to send invoices directly to Xero or MYOB, sync price lists, customers and contacts between systems, and reconcile bills. Tradify is mobile optimized for facilitating communication between the office and field. Users can add images, quotes, notes and purchase orders to jobs directly via the app, as well as sign for various items digitally while in the field.

Specifications

  Business Size
Startup
  Deployments
Cloud
  Language Support
English
  Platforms

Product Details

Benefits

Tradify enables users to efficiently communicate job information between the office and field, as well as create quote and invoice jobs while on the go.

Manage all your jobs online - never miss a beat, stay on top of your workflow and track every job from quote to invoice.

Real-time reporting - see how much money each job is making you as you quote and invoice it.

Quoting quickly and painlessly - Pull up templates and quotes quickly and accurately.

Easy Invoicing - collect all your timesheets and receipts for instant invoicing on your jobs.

GPS and time tracking features help teams arrive on time and enable managers to monitor what each staff member is doing in real time.

Tradify helps businesses make quick turnarounds on new jobs, getting the quote in faster with customizable templates and up to date supplier price lists.

The platform helps keep accounting books tidy by carrying invoices over to XERO, QUICKBOOKS ONLINE or MYOB accounting software through seamless integration.

Users can book jobs and dispatch them to the team with Tradify's smart scheduling features that efficiently assess the availability of team members.

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