Tradify - Project Management

Tradespeople lose evenings to admin because the quote, the schedule, the timesheet, and the invoice all live in different places, usually including a paper notebook. Tradify collapses that into one system built specifically for trades rather than adapted from generic project software. The specificity is the product, and it shows in details generic tools consistently get wrong.

What It Actually Does

The workflow runs from enquiry to payment. You build a quote on site from stored price lists and templates, the client accepts it online, the job appears on the schedule, staff log time and materials against it, and an invoice generates from what was recorded.

Accounting integration closes the loop. Two-way synchronisation with the major small business accounting platforms means invoices and payments flow without re-entry.

Key Features

• Fast quoting — Stored price lists and job templates, with one reviewer timing a complete quote at under a minute.
• Job scheduling and dispatch — Visual scheduling with rescheduling, time tracking, and mobile access from the van.
• Accounting synchronisation — Two-way sync with the main accounting platforms, eliminating duplicate entry.
• Quoted versus actual costing — Compare estimates against real costs, which is how trade businesses find out where margin goes.
• Automated payment reminders — Polite chasing without awkward phone calls, plus card payment from the invoice.
• Trade-specific design — Terminology, templates, and workflows built for trades rather than adapted from generic tools.

Where It Fits Best

Small trade businesses, roughly one to twenty staff, are the explicit target. Electricians, plumbers, heating engineers, and builders appear throughout the review base.

Regional fit matters here more than usual. The product originated in New Zealand with strong presence in Australia and the United Kingdom, and reviewers note local support, tax handling, and compliance features tuned to those markets. North American buyers may find competitors better aligned.

Tradeoffs Worth Knowing

Per-user pricing adds up quickly for larger crews. Reported figures range from around $39 to $51 per user monthly depending on tier and source, which for a ten-person team reaches several hundred monthly. Competitors with flat pricing at the entry level cost less for small teams, though they typically cap users severely.

The ceiling is real. Reviewers state plainly that a fifty-person operation has outgrown this, and point toward heavier field service platforms at that scale.

Some features carry additional charges. Reviewers mention message reminders and a website add-on as extras beyond the core subscription, so the per-user figure is not necessarily your total.

Ownership changed in late 2024 when a larger software group acquired the company. Reviewers expect faster development as a result, though acquisitions also commonly bring pricing and packaging changes worth watching.

Published pricing varies across sources, partly because the product sells in several currencies and markets.

Practical Notes

The company has operated since the early 2010s and reports roughly twenty thousand customers. That is a reasonable base for a product this specialised.

Run one dummy job end to end on day one. Reviewers give this advice specifically, and it surfaces the settings you need to adjust before real work depends on it.

Load your supplier price lists properly at setup. Quoting speed, the product’s strongest feature, depends entirely on that groundwork.

Onboarding and phone support are reportedly included, which is unusual at this price and worth using rather than working it out alone.

Ratings are consistently high across sources, with one citing 4.8 across several thousand verified reviews and reviewers describing teams productive within days.

Set up job templates for your common work. That is where the daily time saving actually comes from.

Get staff onto the mobile app first. Office adoption follows field adoption, rarely the reverse.

Reconcile with your accountant early. Sync problems are easier to fix in month one.

Review quoted against actual monthly. That comparison is the point of tracking materials.

How It Compares

Reporting on productive hours and outstanding money is quietly one of the strongest features. Most small trade businesses cannot answer either question without a weekend of spreadsheet work.

Against generic project management tools, this understands trades and they do not, which shows in quoting, materials, and job costing. Against larger field service platforms, it is simpler and cheaper with a lower ceiling. Against the closest direct competitor, reviewers give that rival breadth and integrations while giving Tradify the edge on simplicity and regional fit outside North America.

What to Verify Before Choosing Tradify

• Total cost at your crew size, given per-user pricing
• Which features carry additional charges beyond the subscription
• Accounting platform compatibility with what you already use
• Regional support and tax handling for your market
• Whether pricing has changed following the acquisition
• Mobile performance in areas with poor signal
• Data export options if you later outgrow it
• Supplier price list import for your merchants
• Compliance features specific to your trade