Don't do it do yourself
Tradify used to be a good tool. But now it's become slow, painful to use and they keep changing your settings when they implement new features. When you log a ticket in relation to any matter you are having they don't seem to care either. Performance has slowed to a point that what used to take be half a day to do has been extended to well in excess of a day. Settings were changed that stopped attachments from being sent to Xero, this took me 3 weeks to correct once we noticed that the setting had been changed on us, with no assistance from Tradify support. They didn't really care. They also implemented new invoicing features in the past that changed how they were delivered to customers. this resulted in us being out of pocket to the sum of 135K for another month whilst we rectified their changes so our invoices could be read correctly by our customers OCR system. Again, no care was given from Tradify. They are currently also implementing 2 step authentication, so you cannot have one general user account for employees to access general job information in your absence, and their pricing for the additional accounts is far too steep for what you get. I saw Tradify on the list whilst looking for an alternative CRM platform and thought I would leave this to help others know what they are getting in to.
Relentless sales team
I am happy with the app, it helps our business tremendously even if there are several things that need to be improved. My problem is with their team that started calling an hour or so after I signed for the free trial. They haven't stopped calling since, probably because I later signed up with our new company as we are closing our first business. I got many emails, responded, explained the situation, asked not to be contacted by phone... Doesn't matter. They are still following up, had offered several times to schedule a demo presentation etc. My advice for the creators and the team is - focus on improving the app, keep been available when people need you, but stop harassing the small business owners with aggressive marketing. The truth is, we need good software to operate our businesses successfully. Focus on the product, not so much on how to get the client. If you have the best software, the client will find you and stay for years to come.
I find Tradify a very user friendly platform for my electrical business. I came from using aroflo (after about $2500 set up costs) to tradify and found it much more usable and field friendly. As I was on board from early days, there were many feature that were missing as to be expected, but have now been added and refined. The reporting definitely is the next part of the features that needs refining, in terms of a real time position on a job and its bills, but I believe the tests are now underway from previous discussions with them. I regularly have needs and questions in relation to all areas and more often than not there considered and an explanation or alternative idea is formed. I think it is perfect for the small business owner and all the functions it has work seamlessly with Xero. Agreed some simple syncing things can be added, but as above Im sure these will be added in time. Have recommended to many other small business owners and will continue too!!!
I have implemented this programme for two businesses. One is Engineering and the other is a painting business. Tradify has been working well at capturing the costs behind each and job and is helpful for quoting by using up to date prices from the pricelist. The team at Tradify are working hard to make small changes that cut down double entry and are open ears for suggestions of improvements.
Tradify helps our clients, our team members and US to get our life back ! Running our landscaping business with a way of ordering from quotes , billing and invoicing with the awesome integration between systems linking to Xero - very happy to say the flow is finally happening ! The rate of growth that tradify has given over the last year has turned into a system that works .....really well . Over the year teething problems were sorted and feedback given both ways ,the experience has been professional from the outset . Robert Dean , Director, Fusion garden creations Ltd.
South City Electrical
Been using Tradify since Covid, with the increased work load since our return to work i don't know how we would have completed the high workload without it. Great Jobbing and Scheduling app.