Case Study



Install Plumbing and Roofing Case Study – Tradify Job Management Software

The Project: Install Plumbing and Roofing

Install Plumbing and Roofing is a family-run plumbing business based in Forestville, New South Wales that services the greater Sydney area for construction and renovation, plumbing, metal roofing and wall cladding as well as stormwater, gas, and gas boosted heating. The business is run by Peter Young and his son, Jordan Young and services a range of clients from residential to commercial.

Manual processes were a block in the drain for Install Plumbing

Install Plumbing and roofing found that their manual job management processes were causing delays and impacting their business’s ability to grow. Peter explains, that because everything was on paper it was difficult to keep on top of job quotes, jobs won and lost, profit and loss statements and project management. There was a lot of double handling going on between Peter and Jordan which was not only causing delays to workflows, but it was also causing mistakes and document mismanagement to clients.

Still using whiteboards and filing cabinets to run their business, the duo knew they needed a better system in place if they wanted to achieve their growth goals and get Peter off the tools and running the books.

After having looked at other solutions like, FergusServiceM8 and Xero accounting, the pair knew they couldn’t digitally transform their business alone, so reached out to us at TradiePad to see if we could help.

Tradify Job Management Software ticked all the right boxes 

We sat down with Peter and Jordan to identify exactly what the business needed to resolve its core challenges and reach its growth goals.

After the initial scoping sessions, we identified and recommended Tradify Job Management Software as the most appropriate solution for Install Plumbing as it offered:

  • Seamless integrations to Install Plumbing’s accounting software solution, QuickBooks Online.

  • Unlimited job invoicing and quoting to allow for business growth at no additional cost.

  • Continual software development to ensure processes remain aligned to modern business trends.



A fantastic solution to go paperless with

Install Plumbing have so far been stoked with their system’s results. “You know, I tend to never give anybody a 10 out of 10, but you know what? It is good. I’ve already told a bunch of my mates about it,” says Peter. Adding that they’re now almost too busy and struggling to find apprentices to help!

In terms of the TradiePad service and Tradify solution, Peter says, “TradiePad and Tradify are fantastic. If you want to go paperless, these are the guys to do it.”

Looking to further utilise the Tradify system, Peter and Jordan are already looking at other business areas they can build templates for.

If you are interested to find out more about Peter and Jordan’s progress and what their company is up to now, you can follow Install Plumbing & Roofing on Facebook.

Love the sound of Tradify and wondering if it would suit your business too? Contact TradiePad and book a call to learn more about this software program and how it could benefit your business.

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