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 7.6
Support 6.5
Value 5.5
Integrations 8.0
AI Capabilities 3.0
Customer Reviews
Features
73 features confirmed across
16categories· Showing confirmed capabilities only
Platform & Customization10features
Custom BrandingCustom BrandingBack Office Data SyncDepartments And PermissionsCustom TemplatesCustom kits for frequent orders, quotes and invoicesAudit TrailJob Activity logsData ImportSupplier import from XeroDocument ManagementPhoto camera roll syncRole-Based Access ControlStaff permissions
Show 2 more
Backup And RestoreBlueprints Documents And Construction Diary
CRM & Sales8features
CRMInquiry Form & Email InboxCustomer Loyalty ProgramReferral programLead ManagementJob managementProperty Filtering And Location SearchWebsite Builder With ThemesAutomated Customer TouchpointsAutomated Customer Touchpoints And SequencesInteraction History
Scheduling & Dispatch7features
SchedulingSubcontractor SchedulingWork OrdersJob TrackingJob Task Creation During SchedulingMultiple Scheduling ViewsRecurring Job SchedulingProject ManagementJob tracking from quote to invoiceJob Record Keeping
Customer Communication7features
NotificationsAppointment RemindersEmail IntegrationAssign, Transfer, and ReferralCustomer SupportPre-Appointment Texts & EmailsSMS Messagingin-app messagingCall RoutingClickable enquiry numbers
Inventory Management6features
Inventory ManagementInventory TrackingPurchase OrdersPurchase OrdersPart List Search By Model And LocationBill Of Materials ManagementParts DatabaseBill Of Materials
Mobile & Field Tools6features
Offline ModeOffline modeDigital FormsJob SheetsDigital SignaturesDigital SignaturesTechnician Mobile AppJob Checklists And PhotosLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment
Technician Management6features
AI LogbookWork DiarySubcontractor ManagementSubcontractor ManagementTime TrackingTimesheetsStaff ManagementInternal Employee CommunicationCustomer Communications HistoryCertification ManagementCompliance certificate updates
Invoicing & Payments5features
InvoicingInvoice numbering sequence alignmentPayment ProcessingOn-site payment QR codesPrice BookPrice ListsQuoting And InvoicingInstant Auto-Generated Invoicing Upon Job Completion
AI & Automation4features
AI Email AssistantSmartWriteAI Powered Bulk ActionsQuoting AutomationAI Powered Prompts and Reminders
Accounting Integration3features
Job CostingJob CostingAI Bill ScanningSmartRead for BillsAccounting IntegrationAccounting Integration
Compliance & Safety3features
AuditsAudits And ComplianceDigital Code Access
Estimating & Quoting2features
Quoting & EstimatesQuoting & InvoicingMulti-Tier Proposal Generation
Reporting & Analytics2features
ReportingReportingDesign Your Own Reports
Training & Education2features
1:1 TrainingMobile-Friendly LearningMobile app
Fleet & GPS Management1feature
Integrated Address Mapping With Directions
Equipment & Asset Management1feature
Asset ManagementSite Management
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.
