Tradify Review

Tradify is a job management software that helps organizations track and manage jobs, from estimate to invoice, in real time. It provides organizations with a comprehensive overview of their workload, enabling users to monitor and prioritize jobs and stay up-to-date on which jobs are due, overdue, or on their way. All job information is accessible to field and office staff via any desktop or mobile device.
Employee scheduling features help you manage your workforce, including a time tracker, task card, distribution, and rescheduling. Quoting features allow users to import vendor price lists for current costs and compare budgeted and actual labor costs. Customizable templates are available for various jobs or clients, including the creation of kits for quick quoting of similar jobs. Users can invoice immediately after the job and automatically turn task sheets or receipts into invoices.

TRADIFY – TUTORIAL

TRADIFY – FEATURES

• Streamline your business processes from the very beginning: the solution can help you easily capture requests, store customer profiles, and quickly turn requests into quotes, jobs, and invoices.
• Get jobs by quoting faster than ever: use professionally branded quote templates, customizable themes, imported price lists, and automated email follow-ups.
• Display active jobs and staff positions in real time: schedule jobs faster, distribute with ease, and communicate quickly with clients and your team. See what’s happening at a glance by synchronizing the schedule with your Google Calendar.
• Improve your project management: keep track of everything with job dashboards, an interactive map and reporting features. Quickly add photos, videos and notes to jobs and manage multiple projects with ease.
• Save hours on invoicing: create professionally branded invoices with customizable themes and templates for different types of work. Stop double-managing and manual data entry by synchronizing invoices with your favorite accounting software (Xero or QuickBooks).
• Get payments: enable automatic payment reminders and offer online credit card payments by connecting to Stripe. Check to see if customers have viewed your invoice and track payments on the go, on-site or in the office.
• Keep everything in one app: easily go from estimate to quote with document themes. Then turn your estimates into invoices and jobs with just a few clicks.
• Set the price of a job on the go: don’t wait until you get back to the office. Save time by creating and sending quotes or estimates on-site or from the van.
• Save inquiries and contacts: keep leads (phone calls, emails, conversations) in one place with the inquiry engine, saving you from managing them twice.
• Create professional documents in minutes: the platform lets you save customizable templates, price lists, and kits, helping you quote quickly and stay consistent with your prices. Easily import stock lists and create custom price levels to manage your cash flow.
• Streamline your team’s workflow: plan and start tracking work at the touch of a button. Turn your estimate into a job or invoice and instantly share it with your entire team.