Tradify - Project Management AI Tool

Service

Project Management

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Tradify is job management software built specifically for tradespeople and small trade businesses. It targets electricians, plumbers, HVAC technicians, builders, and similar service trades. It brings quoting, scheduling, job tracking, timesheets, invoicing, and payments into one app. It works from the office, the van, or on-site. Founded in New Zealand in 2013, it serves around 20,000 customers across New Zealand, Australia, and the UK. The Access Group acquired it in 2024. Its focus is replacing paperwork, spreadsheets, and text-message scheduling with one trade-specific system.

It suits small trade and service businesses, from solo operators to teams of roughly 20. They want to cut after-hours admin and keep the whole job cycle in one place.

Two honest considerations. Tradify is purpose-built for small trade teams. That focus is its strength. But larger operations of 50-plus staff, non-trade businesses, and those needing complex CRM or project management will outgrow it. There is also no free plan, only a 14-day trial, so you commit to a paid per-user cost after trialing. Reviewers note some specific gaps too. These include limited on-site photo reporting and thinner localized material-price integrations in some regions. Check the details that matter to your trade.

Key Features

Job management — Create, track, and update jobs from any device, with notes, photos, and status.
Quoting and estimating — Build quotes on-site, import supplier price lists, and reuse templates and kits.
Scheduling and dispatch — Assign and reschedule work with a team calendar and dispatching.
Timesheets — Track time on site for accurate job costing and payroll.
Invoicing and payments — Turn jobs into invoices and take payment, comparing quoted to actual cost.
Accounting integration — Syncs with Xero, MYOB, and QuickBooks for invoices and contacts.

Core Use Cases

Quoting jobs on-site and sending them for online acceptance
Scheduling and dispatching a small field team
Tracking job progress, notes, and photos from the van
Logging timesheets against jobs for accurate costing
Invoicing and taking payment when a job is done
Replacing paper and spreadsheets with one system

Best Suited For

Tradify fits small trade and service businesses, from sole traders to teams of around 20. They want a simple, trade-specific way to run jobs from quote to payment. Owners drowning in after-hours admin benefit most.

It is a weaker fit for operations of 50-plus staff and non-trade businesses. The same applies to those needing bespoke CRM or complex project management. The same applies to anyone wanting a free plan. Those users may prefer an enterprise field-service platform or a general business tool.

Business Benefits

Tradify cuts the after-hours admin that eats into trade business owners’ evenings, keeping quotes, jobs, and invoices in one place. Quoting and invoicing from site speeds up cash flow by removing delays.

Because it is built around how tradespeople actually work, most users are quoting and scheduling within an hour. Accounting integrations remove double entry between the field and the books.

The realized value depends on team size and fit. Because pricing is per user with no free plan, match the plan to your headcount. Confirm the trade-specific features you need before the trial ends.

Why Tradify Stands Out

Tradify’s strength is being purpose-built for the trades, with terminology, templates, and workflows designed for how trade businesses run. Fast onboarding and strong mobile use suit non-technical teams.

The tradeoff is a deliberate focus on small trade teams, no free plan, and some regional and reporting gaps.

A buyer might choose Tradify over spreadsheets and paper for a trade-specific system. Others pick it over a generic tool for its fit. Larger operations or non-trade businesses should compare enterprise field-service alternatives.