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Tradify

Started by Xero API -   in App Reviews |Invoicing + Jobs

4.6 out of 5 stars
 
Based on 13 user ratings
If you are a user of Xero and Tradify, tell us how you are getting on and your experience so far. Any tips?

About Tradify


Tradify is the smart new tool helping tradies get their nights back. We make quoting, scheduling and invoicing easy (previously known as Smart Jobs).
For more information, check out Tradify.

Tip

Remember if you have questions or need assistance with Tradify, this is not the best place to ask - this forum is for reviews and feedback only.

For support visit the Tradify support center here or contact support via email.

When I first decided to Smart Jobs, I really hoped I'd made the right choice. I am totally delighted with the package and the tremendous amount of support Curtis and Smart Jobs has given us. We found a few problems and got a swift response each time. Sometimes it was helping me to learn more about the system, other times it was in response to a comment.

The willingness to listen to customer response and initiate improvements - gives us a great sense of confidence. We know we have chosen a great partner to work with us in our future expansion.

Veronica Peirce, Finance Director, Team Super Ltd.

 

Veronica Peirce  

At Centrefit Services Pty Ltd we started our business not really knowing what software was right for us. After reviewing many internet sites and trialling various application for the smart phone, we quickly came to realise that Smart Jobs in conjunction with Zero was the only way forward.

We have been using Smart Jobs since our business started in January 2014 and we cannot do business without it. It's ability to send jobs out to our technicians in real time and invoice the customers is both reliable and time saving.

The team at Smart Jobs have been open to modify the program to suit our business; and in our eyes, this is a fantastic initiative because it shows that they CARE about our business.

For anyone who would like a verbal reference, please do not have hesitate to contact me on 0424 059 646.

Mark Pearce, Director, Centrefit Services Pty Ltd.
 

Mark Pearce  

I have been very happy with Smart Jobs, and have been recommending it to other small business and trades.
It is simple to use, and provides a lot of instant services, such as route management and integration with Xero, with relatively few commands.
The best thing that I have found is the technical support- quick and helpful responses.
As above, the Smart Jobs team is willing to listen to my requirements, and tailor a solution accordingly- this alone provides great value for money.

As a small business owner/operator, I couldn't do what I need without Smart Jobs (and I did trial others first!)

Simon Jupe, Owner at Hindmarsh Pest Control

 

Simon Jupe  

We are a small business with very diverse income streams. Finding a package flexible enough to work immediately without having complex set up and complex training was something we were looking for. We had been using an existing job tracking system, however, this was nothing more than a card based system which added to the admin burden.

We looked at a few Xero add ons and tried a few out. These were overly complex and leaning towards what Xero does anyway. One of the larger considerations was we wanted a package that would be logical and used "plain language" so our "tradies" and apprentices would feel comfortable using.

We discovered Smart Jobs and after playing with the trial decided to purchase a subscription within days. This app was seamless and easy for everyone to understand and use during the transition from our old job package to Smart Jobs (there really was no transition, everyone just took to the package and started using it).

Previously we were struggling with administration, ordering parts, quoting, invoicing, scheduling and matching orders to jobs for example. Now using Smart Jobs these processes are streamlined and what is a surprise is our staff using the system are self managing work to a level we did not feel was possible. The turnaround with quoting jobs is vastly improved, the invoicing is itemised to a high level of detail and project planning is simplified and easy.

The introduction to Smart Jobs to our business has seen an increase of job completion by freeing working time away from manual administrative process.

Smart Jobs integration with Xero is seamless and it is an add on that does so much that Xero doesn't (I did notice a lot of job or business management apps seem to duplicate the Xero functionality with out adding much in a practical sense of job management).

I recommend Smart Jobs highly (but would't want to give my direct competition the edge we have with this App ;-).

Donald Inman, Director Multivolt Air Conditioning, Refrigeration and Appliance Repairs
 

Accounts Multivolt  

Although a nice looking product with many powerful features the many bugs with both desktop and mobile apps caused us to look elsewhere.

This is not the first time I have described a Xero job add on like this, it seems to be quite a common trait..

Dennis Green
Pipe Dreams Plumbing & Heating
 

Dennis Green  

Great app and excellent support from the team. We've been using it for 18 months now.

If there was a way to integrate my personal calendar to the scheduler I would be absolutely delighted. I believe they are working on that ....

Dean
Reefcosa Electrical Services
 

Dean Kenway  

We have been using Tradify for almost 18 months now and it has been the best decision we have made for our business. The app is very user friendly, especially for some of our staff who haven't used computers a lot.
Being able to know exactly where Employees are up to, any anytime of the day on their jobs is so useful. We have used Tradify through two major storm cleanups and I can honestly say I don't know how we would have been able to keep up with all the work without this.
From knowing where our staff are and keeping an up to date scheduler from day to day and by the hour. Being able to upload photos for insurance purposes from the location so our office staff can access them immediately, to uploading work orders.
A major plus for us is having the GPS system to get us to the job locations has been invaluable.
On an office base view to have Tradify linked to Xero for accounting purposes has been great. It means a lot less work load.

Danielle
Woodvale Tree Services Pty Ltd.
 

Danielle Jarvis  

We have a small business with a few employees. We decided to give Tradify a crack 18 months ago and we haven't looked back. Before Tradify we operated with a diary and paper job sheets/work orders - there was paper everywhere. Since using Tradify we have found a massive reduction in jobs being missed also improved time keeping and material logging which has significantly improved our bottom line. One of the best parts of using Tradify is their support and their continuing effort to improve and develop the program.
 

Steve Holland  

We've been using Tradify for a while now and it works well for us, moving from the paper based job sheets (which was painful at the best of times) to managing our jobs in Tradify.

The App is crucial for our team - in the workshop and out - if the boys haven't recorded details on a job, they can do it on their smart phones from anywhere and we can continue with the invoicing.

Its great how the time sheets are collated from the time entered on a job or just as non billable and simple reporting to identify how productive our boys really are... or not!

We don't use Tradify to its fullest potential as its not required but what we do use is great and has saved us hours when invoicing, as well as less headaches.

The support team are quick to respond and will follow up by phone if needed, thanks guys.

Tracy
Upson Contracting Limited
 

Tracy Rigby  

We've been using Tradify since before it was known as Smart Jobs - can't rave about the system enough - easy to use/learn system, there's always help at hand and the system is saving us so much office time and giving us a GREAT data base system.
Easy emailing of invoices/receipts from the iPad keeps Greg's time at jobs to a minimum, allowing him to focus on the clients and their pets instead of paperwork.
Being able to schedule jobs to the minute and seeing where we have times available for appointments makes getting to all those who require us simple and easily formatted or changed if/when required - our appointment times and days are a breeze to schedule, having the client information at my fingertips back here at the office and being able to advise if Greg's running to schedule out on the road by seeing 'completed' jobs keeps clients updated and informed without me having to call or bother Greg for updates throughout the day... happiness all around!
The fact I don't have to be a computer 'whizz' to understand and run Tradify means I am forever recommending it to others with small / medium or large business's... you can adapt it to fit your needs and it will grow with you if you plan to expand ... well done Tradify ... keep up the great work!
>^..^< Greg & Alie Wakelin =^..^=
Pet Doors R Us
the 'Back Door Cat Door Man' Limited
 

Alie Wakelin  

Tradify does most things we want it to. We run a small business with 3 technicians and a couple of salespeople and Tradify is a good way of scheduling and invoicing our work. The added benefit is that it is compatible with Xero which our book keeper loves. No package is perfect but Tradify has been the best we have found and we will continue to use it moving forward.
 

Nick Sperryn-Jones  

I have been using Tradify for at least a year in my maintenance business. I wish it was around when I had a larger construction business previously, would have made life much easier!
Any queries are dealt with promptly and work-arounds designed if I do come against an operation that is not easily dealt in the current system. However the fixes to the limitations I have experienced were then incorporated into future releases. So top marks for service and ongoing improvement.
I also recommended it to my partners in another business and they are also very happy with it.
Great product.
 

Steve Zeiger  

Heat Force Ltd is a small but diverse HVAC business and we looked a number of job management systems to help bring order to our business and better manage our job scheduling and quoting systems. A key function we needed to do well was estimating and quoting as we had developed our own in-house system to meet our needs and we struggled to find anything else that was flexible enough to adapt to the wide range of scenarios and customers we deal with. We found the Tradify item management, quote creation, job scheduling, and billing to be easy to customise to our needs and to provide us with the high quality outputs we require to present to our clients. The mobile app also gives us complete connectivity to the system in the field and our field staff are able to upload job notes, photos, costs etc all from our job sites with ease. The integration with Xero is also excellent and we now use Tradify for all our purchasing and billing with the data pushed through to Xero for reconciling. The ability to customise any number of templates for a wide range of email outputs has also allowed us to standardise our communication with our customers and decreases the time taken when personalising invoicing etc for our customers.
Tradify is an excellent solution for any trades / jobs based business and we are happy to recommend it to anyone looking for a solution to their job management issues.

Hamish Martin
Heat Force Ltd


 

Hamish Martin