Tradify Reviews

“Great training and simple for anyone to use

Pros

The complimentary training you get after signing up is great. And the platform is simple enough for anyone to use even if you are not good with technology. The thing I like the most is that it handles every part of a job in one place.

Cons

Well the price is higher than some other services. Also the reporting tools could be more powerful and there are limits on how much you can customize things. And I feel like the scheduling could also use better automation to fill in some gaps.

“Tradify Has Been a Smooth and Effective Solution to Use

Pros

I appreciate how dependable and efficient Tradify has been. It fits my needs perfectly with its excellent features.

Cons

I have no issues with Tradify. It meets our company's expectations.

“I Love the Accuracy and Reliability of this Scheduling Solution

Pros

Tradify offers an affordable scheduling solution that suits everyone. I find it very intuitive to navigate.

Cons

Tradify doesn't have any flaws. It's been working exceptionally well for us.

“A very useful job management platform

Pros

This system boosts our performance and productivity. Its time-saving feature allows us to focus on other tasks. Overall, it significantly aids in managing our business operations and is worth the investment.

Cons

There are no cons so far, as the platform is doing exactly what we need.

“Great piece of software

Pros

I was using another software until I discovered Tradify. It handles everything and more, including customer databases, jobs, scheduling, invoicing, etc. It has made my life much simpler.

Cons

It's a bit pricey but manageable, and overall, it's worth it.

“Tradify

Pros

It is simple and convenient to use both in the office and on the go.

Cons

It doesn't have the capability to add assets for equipment registers in job reports.

“Tradify - small review from a HVAC tech prospective

Pros

I love the quote and invoice templates and how easy it is to send them via email or phone, making it simple to politely remind customers to pay their bills.

Cons

It would be great to combine multiple invoices into one, but maybe I just don't know how to do it. A weekly schedule in a tile form, similar to Apple Calendar, would make it easier to display the week ahead and the jobs for each day.

“Get Tradify for peace of mind

Pros

It's affordable, functional, straightforward, and has excellent support.

Cons

Everything's good for us; we enjoy using Tradify.

“Tradify for small business

Pros

We are very pleased that we can store all our client data, quotes, and scheduling in one system accessible to everyone. We're not using the billing feature yet, but that's our next step. We wanted to familiarize everyone with it first.

Cons

I have no specific dislikes yet, but sometimes sent quotes show as opened and viewed by the customer when they didn't even receive them.

“Great all round software

Pros

Tradify is intuitive and packed with helpful features.

Cons

I wish it had a section for COSHH and risk assessments.

“Artisan Security's favourite organiser tool

Pros

It ensures that all information is meticulously organized and readily available in a single, convenient location, making it easy to access whenever needed.

Cons

You can't enter any information into the program unless you're connected to the internet. It would be great to enter info offline and then sync it when you get a connection.

“Highly recommend

Pros

It's incredibly easy to use for all purposes. I'm glad we found it.

Cons

You can only add payments if you have an accounting app, which we don't; we have an in-house accountant.

“Good software

Pros

Its amazing design makes it much simpler to maintain organization and stay on top of tasks.

Cons

The app is not great, and the site is hard to access, it always redirects to the sales page instead of the login.

“Great software

Pros

Tradify is user-friendly and integrates seamlessly with our needs, ensuring smooth business operations.

Cons

Honestly, nothing to report for now. It's a fantastic piece of software.

“Best business decision I've made.

Pros

Great, easy-to-navigate software with amazing customer service! Highly recommended for anyone in the trade.

Cons

Nothing. It's perfect. There are no cons.

“Great addition to aid job Management

Pros

It's highly convenient for busy businesses that are constantly on the go, allowing for seamless operation and management.

Cons

None. It provides everything I need for my business.

“Great way to improve profitability

Pros

I love that I can use it easily on any platform,phone, tablet, and desktop. It integrates with our accounting software to improve billing.

Cons

It's a bit clunky on the front end, especially when creating estimates.

“Absolutely essential to our business

Pros

It covers quoting, invoicing, job creation, and reports with pictures, and links to Xero for accounting.

Cons

I'd like the invoicing to include a feature for the cost of sales and client cost, just like in the quoting section.

“Tradify changed how we operate

Pros

Tradify helps us keep everything organized, from quoting to invoicing, back costing, and maintaining records of completed jobs.

Cons

I can't send our customer a report with photos, etc.

“Work like to sort issues

Pros

This software works great on a mobile device.

Cons

The software doesn't work very well on my Chromebook, making planning and scheduling on my laptop in the office a nightmare.

“Using Tradify for a small carpentry business

Pros

It handles invoicing, quoting, and keeping details of everything efficiently.

Cons

Nothing! Except one night, the servers were a bit slow.

“Possibly a decent software

Pros

The software seemed capable of alleviating many aspects of my job.

Cons

The sales staff were too persistent in getting me to sign up before I had a chance to try it. I don't agree with pressure sales and would never sign with a company that has those principles.

“Tradify

Pros

Tradify is a simple all-in-one software for small to medium-sized companies. We found it quick to learn, with most features being self-explanatory.

Cons

The scheduler gets very busy once you have a certain number of employees, making it harder to see the workloads at a glance. However, you can use filters to view the day differently and see what's going on day by day.

“Absolutely brilliant company.

Pros

It's easy to use overall, and having a mini version on my phone is even better.

Cons

Postcode location and house names are an issue. It's a common problem for us every day.

“Great Product!

Pros

It simplifies a lot of admin work, helps me stay organized with minimal effort, and makes me look professional.

Cons

I noticed that when I made a purchase order, some information in the delivery instructions box didn't appear in the finalized purchase order. Maybe there's an unseen character limit?

“Really amazing for handling multiple projects

Pros

I found this software really amazing for handling several different projects and putting together estimates.

Cons

To be honest I still have not discovered a single downside to using this platform.

“Simple to operate

Pros

It is simple to operate, connects perfectly with Xero and we can easily bulk-add products to our inventory using supplier CSV files.

Cons

For future updates I'd love to see more detailed service reports and a feature that lets me add a photo next to each completed task.

“fast quoting & clear team visibility

Pros

Having a clear overview of our entire teams schedule and location gives us the flexibility to reassign jobs at the last minute. Plus being able to create quotes fast using pre-set Kits has significantly sped up our bidding process.

Cons

I'd really like it if I could see a full cost summary for a quote that separates labor from materials before sending it. Because when I use pre-made kits, I have not found a way to check this breakdown first.

“Simple to create estimates

Pros

I love how simple it is to create estimates and how adaptable the platform is. The smooth connection with my accounting program is also a major plus.

Cons

Yes I have run into a couple of minor bugs while navigating different sections but support has always been there to help when I need it.

“very user-friendly for sharing job information

Pros

Tradify is very user-friendly. We can attach PDF documents and pictures directly to job entries which makes sharing crucial information with our technicians much simpler. For regular, repeating jobs, you can also set up invoices to be generated automatically each time.

Cons

There are a few things that I noticed. Like you cannot permanently attach building plans to a repeating job for future reference. Also there is no way to manage the automatic invoice reminders and clients can get annoyed if they receive too many.

“An amazing tool for quotes and invoices

Pros

It is an amazing tool that I rely on every day for creating quotes and invoices for my data cabling work. The integration with my suppliers ensures my pricing is always accurate which makes me very happy. Plus the mobile app works perfectly allowing me to generate bills and accept card payments on-site through Stripe. Overall it is incredibly convenient.

Cons

This is a pretty minor issue but since their base is in New Zealand and I am over here in Australia, it can sometimes cause a small hiccup. Just a geography thing.

“quoting system saves me time and money

Pros

If I had to pick one standout feature, it would be the quoting system but honestly the entire platform saves me a significant amount of time and money.

Cons

I cannot think of any issue yet because I have not run into any problems so far.

“Lets us handle our entire workflow smoothly

Pros

I really like how it lets us smoothly and precisely handle our entire workflow.. from the first customer inquiry all the way to sending the final invoice.

Cons

There are a few simple features that could use an upgrade like having the price list update automatically when I adjust costs while creating an invoice.

“accessible on all our phones and devices

Pros

My favorite part is having access to it on all our phones and devices. Updates to tasks and job statuses happen instantly which keeps everyone in sync.

Cons

It is fantastic and really helps our business grow but we feel the standard reports are not the ones we need for our daily, weekly or monthly routines. Also the system tends to slow down when we are working on larger projects which can be frustrating.

“Easy to use & great accounting integration

Pros

Tradify platform is extremely easy to figure out, has a visually appealing design and connects perfectly with our accounting software.

Cons

Our only initial complaint was the lack of a feature to email job details directly to our subcontractors. But they listened to us and have since added this. That's a perfect example of why we like them as they actually listen to user feedback and consistently improve the platform.

“love how simple the quote process is

Pros

I love everything about it. The process is so simple as when I send a quote to a client, they can accept it directly from the email and I get an instant notification in Tradify. So overall it is a brilliant app and I would definitely recommend it.

Cons

Honestly I do not have any complaints at the moment. I found the whole system incredibly easy to get the hang of.