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Tradify

by Tradify

Job management for tradespeople

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About This Product

Job management for small HVAC and trades businesses with 1-20 employees. Subcontractor scheduling integration, drag-and-drop calendar, and photo-based invoice digitization. Strong in Australia, NZ, and UK markets. Free onboarding for every user.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Available
Free trial
Yes
Free tier
No
Public API
Yes
Deployment
Cloud

AI Approach

AI-Assisted

Minor AI touches. AI shows up in a few targeted features. Consider this a nice-to-have, not the core capability.

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Shares data with third parties

"At times Tradify may make certain personal information available to strategic partners that work with Tradify to provide products and services, or that help Tradify market to customers."
Confidence: high Source

Data deletion honored on request

"For personal information, we make good faith efforts to provide you with access so you can request that we correct the data if it is inaccurate or delete the data if Tradify is not required to retain it by law or for legitimate business purposes."
Confidence: high Source

Primary policy document: https://tradifyhq.com/privacy-policy

FSH Score Breakdown

Ease of Use
7.0
Features
7.1
Support
6.0
Value
5.5
Integrations
8.0
AI Capabilities
3.0

Customer Reviews

Features

70 features confirmed across 16categories· Showing confirmed capabilities only

Platform & Customization11features

Audit TrailDetailed Job Activity logsCustom FieldsCustom FieldsRole-Based Access ControlStaff permissionsData ExportExport full product list to CSVBack Office Data SyncDepartments And PermissionsDocument ManagementPhoto camera roll syncJob Management Platform IntegrationMYOB Integration
Show 3 more
AI Text Rewriting And TranslationSmartWrite text editingBlueprints Documents And Construction DiaryThird-Party IntegrationOffline mode with connection banner

Technician Management8features

AI LogbookWork DiarySubcontractor ManagementSubcontractor ManagementTraining CoursesFree one-on-one trainingChecklists and TasksPersonal To-Do ListInternal Employee CommunicationCustomer Communications HistoryStaff ManagementStaff managementCertification ManagementNZ Electrical CertificateSafety Documentation ManagementHazard management for SWMS and JSA forms

Scheduling & Dispatch7features

Email & Calendar SyncGoogle Calendar integrationIntelligent Job Dashboard and CalendarJob DashboardJob Task Creation During SchedulingJob task creation during schedulingMultiple Scheduling ViewsStaff avatars in mobile scheduler viewsProject ManagementProject ManagementRecurring Job SchedulingRecurring job schedulingJob Management and BillingMobile Job Management

Customer Communication7features

NotificationsAppointment RemindersClient PortalClickable enquiry numbers in activity logsCustomer SupportPhone supportEmail IntegrationAssign, Transfer, and ReferralPre-Appointment Texts & EmailsCall RoutingClickable enquiry numbers

CRM & Sales7features

Customer Loyalty ProgramReferral programWebsite Builder With ThemesInstant WebsiteAutomated Customer TouchpointsQuote & Invoice RemindersProperty Filtering And Location SearchCustomer Referral PlatformCustomer referral program (Mates Rates)Automated Customer Touchpoints And SequencesInteraction History

AI & Automation6features

AI Email AssistantSmartWriteAI Powered Bulk ActionsBulk mark invoices as paidAI Powered Prompts and RemindersCustomer Text RemindersQuoting AutomationSmartToolsAutomation RulesAutomatic image optimizationAI Field Auto-FillAddress autocomplete for job enquiries

Accounting Integration4features

AI Bill ScanningSmartRead for BillsAccounting IntegrationAutomatic Mapping of QBO and Xero Clients with Grow and PaymentsTwo-way sync with XeroAccounts PayableBill status on Supplier Page

Invoicing & Payments3features

Invoice Status TrackingInvoice viewed trackingQuoting And InvoicingInstant Auto-Generated Invoicing Upon Job Completion

Inventory Management3features

Part List Search By Model And LocationBarcode ScanningBill scanningBill Of Materials Management

Reporting & Analytics3features

ReportingJob service reportsJob Productivity ReportingProductivity ReportDesign Your Own Reports

Mobile & Field Tools3features

Offline ModeOffline modeTechnician Mobile AppJob Checklists And Photos

Compliance & Safety3features

AuditsHazard management for SWMS and JSA formsAudits And ComplianceDigital Code Access

Fleet & GPS Management2features

Integrated Address Mapping With DirectionsAddress autocomplete for job address on web enquiriesLive MapLive job map

Estimating & Quoting1feature

Multi-Tier Proposal Generation

Equipment & Asset Management1feature

Asset ManagementSite Management

Training & Education1feature

1:1 Training

Integrations 5 across 3 categories

Accounting 3
MYOB
QuickBooks Online

QuickBooks Online

Xero

Xero

Payment Processing 1
Stripe

Stripe

Productivity 1
Google Calendar

Google Calendar

Pricing

Model
Per User
Starting at
$35/mo
Notes
Published pricing. Clear tiers. NZ/AU origin.

Related Products 1 across 1 category

Alternatives & Competitors

Commusoft Evidence-backed Good
Commusoft Ltd. Good match
Why these are related — sources 2
  • workever.com

    “Where Tradify stands out compared to more feature-heavy tools like Commusoft is its focus on essentials over configuration.”

  • commusoft.com

    “We’ll be comparing Commusoft to Tradify, BigChange, Payaca, JobLogic, SimPro, Jobber, and ServiceM8.”