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
Tradify
by Tradify
Job management for tradespeople
Highlights
Capabilities
Trust
Media
www.tradifyhq.com
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.
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
Features
96 features confirmed across
16categories· Showing confirmed capabilities only
Platform & Customization14features
Audit TrailDetailed Job Activity logsCustom FieldsCustom FieldsRole-Based Access ControlStaff permissionsCustom BrandingCustom BrandingCustom TemplatesData ImportData ExportExport full product list to CSVBack Office Data Sync
Show 6 more
Departments And PermissionsDocument ManagementPhoto camera roll syncJob Management Platform IntegrationMYOB IntegrationAI Text Rewriting And TranslationSmartWrite text editingBlueprints Documents And Construction DiaryThird-Party IntegrationOffline mode with connection banner
Technician Management12features
AI LogbookWork DiarySubcontractor ManagementSubcontractor ManagementGPS Check-insInspection ManagementJob Site Credentials ManagementTime TrackingTraining CoursesFree one-on-one trainingChecklists and TasksPersonal To-Do List
Show 4 more
Internal Employee CommunicationCustomer Communications HistoryStaff ManagementStaff managementCertification ManagementNZ Electrical CertificateSafety Documentation ManagementHazard management for SWMS and JSA forms
CRM & Sales11features
CRMCustomer Loyalty ProgramReferral programWebsite Builder With ThemesInstant WebsiteAutomated Customer TouchpointsQuote & Invoice RemindersLead ManagementMarketing ToolsSales AutomationProperty Filtering And Location Search
Show 3 more
Customer Referral PlatformCustomer referral program (Mates Rates)Automated Customer Touchpoints And SequencesInteraction History
Scheduling & Dispatch10features
DispatchingSchedulingWork OrdersWork OrdersEmail & 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 Management
Show 2 more
Recurring Job SchedulingRecurring job schedulingJob Management and BillingMobile Job Management
Customer Communication8features
NotificationsAppointment RemindersSMS MessagingClient PortalClickable enquiry numbers in activity logsCustomer SupportPhone supportEmail IntegrationAssign, Transfer, and ReferralPre-Appointment Texts & EmailsCall RoutingClickable enquiry numbers
AI & Automation7features
AI Email AssistantSmartWriteAI Powered Bulk ActionsBulk mark invoices as paidAI SupportAI Powered Prompts and RemindersCustomer Text RemindersQuoting AutomationSmartToolsAutomation RulesAutomatic image optimizationAI Field Auto-FillAddress autocomplete for job enquiries
Invoicing & Payments6features
InvoicingInvoicingPayment ProcessingOnline & Credit Card PaymentsPrice BookInvoice Status TrackingInvoice viewed trackingQuoting And InvoicingInstant Auto-Generated Invoicing Upon Job Completion
Accounting Integration5features
Job CostingJob CostingAI Bill ScanningSmartRead for BillsAccounting IntegrationAutomatic Mapping of QBO and Xero Clients with Grow and PaymentsTwo-way sync with XeroAccounts PayableBill status on Supplier Page
Inventory Management4features
Purchase OrdersPurchase OrdersPart List Search By Model And LocationBarcode ScanningBill scanningBill Of Materials Management
Mobile & Field Tools4features
Offline ModeOffline modeDigital FormsTechnician Mobile AppJob Checklists And Photos
Estimating & Quoting3features
Quoting & EstimatesQuotingMobile EstimatesMulti-Tier Proposal Generation
Fleet & GPS Management3features
GPS TrackingIntegrated Address Mapping With DirectionsAddress autocomplete for job address on web enquiriesLive MapLive job map
Reporting & Analytics3features
ReportingJob service reportsJob Productivity ReportingProductivity ReportDesign Your Own Reports
Compliance & Safety3features
AuditsHazard management for SWMS and JSA formsAudits And ComplianceDigital Code Access
Equipment & Asset Management2features
Asset ManagementSite ManagementAlerts
Training & Education1feature
1:1 Training
Integrations 6 across 3 categories
Accounting 4
MYOB
QuickBooks Online
QuickBooks Online
Sage
Sage
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.”