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."
"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."
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