Tradify
Setup
Implementation
Optimisation
Training
Support
For Tradies
If you’re looking at Tradify, you’re in the right spot. We’re independent Tradify specialists and we’ll help you get it set up right, tidy up what you’ve already got, or tell you straight if another tool will suit you better.
Looking at Tradify as an option?
Tradify keeps quotes, jobs and invoicing in one place. The key is setting it up to match how you actually run your jobs.
Already Using Tradify and Frustrated?
If it feels messy or clunky, you don’t need to start again. A tidy-up and better workflows can make it quicker and easier for the team.
Not Sure If Tradify Is Right for You?
We’ll get a clear picture of how you run things, compare Tradify with other tools, and help you choose the best fit.
Who is Tradify For?
The industries we find are best suited to Tradify
Tradify is your all-in-one job management system. Quote, schedule, invoice, real-time job tracking. Save time with Tradify’s job management software built for tradies.
iNDUSTRIES THAT MAY USE TRADIFY INCLUDE:
Tradify works across many trade and service industries. Complete our quick fit check to see whether Tradify is the right fit for your business.
VIDEO OVERVIEW
SEE TRADIFY IN ACTION
If you handle quoting, job scheduling, site photos, or invoicing on the go, you’ll get the most value from a well-set-up Tradify system.
What Tradify does well (and the problem it solves)
Tradify streamlines your workflow by managing quotes, jobs, scheduling and invoicing in one easy-to-use system your whole team can use.
customer management
Business websites
Easily create a professional website in minutes. Generate more enquiries and pull jobs straight from your website into Tradify.
job + project management
Makes it easy to plan your teams days or delegate planning to themselves.
Ordering + material costing
Timesheets
Create and submit digital timesheets and use the live job timer to record hours.
Forms + certificates
Create, sign, and send digital electrical certificates with Tradify’s library of electrical and safety certificates.
Quoting
invoicing
Create and submit invoices from any connected device by email or text message. Integrates with Xero, MYOB and Quickbooks.
scheduling
Provides a real-time view of active jobs as well as your staff’s location. Schedule jobs faster and dispatch with ease.
Payments
Reporting
Find out if TRADIFY is right for your business
Integrations
Other apps Tradify integrates with
making Tradify work for your business
sort out the Tradify frustrations before they start
Most Tradify issues come from a setup that doesn’t match how your business works.
Getting your setup right matters, but rushing it often feels easier in the moment.
The common frustrations we hear about Tradify setups:
- The setup didn’t reflect how we work day-to-day, so nothing flowed properly in the system.
- The team only learned the basics, not how to use Tradify properly from start to finish.
- The templates looked unprofessional and didn’t match our branding or the way we quote.
- We ended up doubling up work because the setup created extra steps and manual fixes.
- We weren’t shown half the features, so most of the system was never used properly.
Want to make sure Tradify is set up the right way the first time?
Those little quirks soon turn into lost info, messy workflows and time wasted fixing mistakes.
It’s not that Tradify isn’t right for you, it just needs to be tailored to your real-world processes.
can you relate to this?
- Quotes take too long and no one knows what’s holding them up.
- The schedule gets messy and no one knows who’s meant to be where.
- Timesheets are inconsistent and no one’s certain the hours are right.
- Materials don’t get added and no one knows what the job actually cost.
- Job notes get missed and no one’s sure what happened on-site.
- Invoices fall behind and no one knows which jobs are ready to bill.
Not sure if your Tradify is setup properly?
We’ll review your system, tidy the setup, and optimise it to match how your business runs. Book a call to find out more.
That’s when it’s time to take a step back and see whether Tradify is still the best system for your business, or if it just needs a more advanced, tailored configuration.
With improved workflows, detailed reporting and better structure, most tradies discover Tradify can do much more for them than they thought.
signs you might notice:
- Workflows can’t automate enough steps and the admin just keeps piling up.
- Larger teams become hard to coordinate and the calendar quickly gets messy.
- Reports don’t give the detail you need to track profit or forecast properly.
- Material tracking isn’t accurate enough and inventory becomes hard to manage.
- Advanced workflows can’t be customised and the system stops fitting your processes.
Sick of fighting with Tradify?
You shouldn’t have to fight Tradify every day. A quick tune-up can fix the quirks, tidy your setup and make everything run smoothly again.
Getting the most out of Tradify
how tradiepad can help
We see the same Tradify frustrations pop up and stop tradies from getting the most out of the software. The good news? With the right setup and training, they’re easy to prevent.
As a Tradify certified expert, we have helped hundreds of Tradies implement Tradify into their business.
Tradify setup & integration
We will assess your business needs and advise you on whether Tradify will suit your unique trade business.
Tradify Optimisation
We’ll review your setup, refine your workflows, and make sure Tradify’s configured to save you time and boost productivity.
Tradify
training
Tailored training for you and your team so you can use Tradify confidently and get the most out of every feature.
ongoing Tradify
support
Navigating the change to Tradify is easy with ongoing TradiePad support available for your team.
Comparing your options
DIY vs Standard vs TradiePad
- DIY Setup
- Tradify Standard Setup
- TradiePad Setup
|
DIY Setup
|
Tradify Standard Setup
|
TradiePad Setup
|
|
Setup Time |
Slow, trial and error to get it right | Faster but still fairly generic | A clear setup timeline built around your workload |
Templates |
Messy, inconsistent and hard to update | Standard templates with light tweaks | Branded, mapped to your services, pricing, and job types |
Workflows |
Often incomplete and everyone does it differently | Works but is not tailored | Clearly defined, end-to-end workflows |
Training |
Self-taught, YouTube tutorials, or guesswork | Focused on features, not your business | Practical, role-based training |
Integrations |
Hit-and-miss and often underused | Connected but only at a basic level | Properly connected ecosystem |
Support |
Online forums or trial and error | Basic software support and “how-to” help | Ongoing support and optimisation as your business grows |
Outcome |
Frustrating and double-handling once setup is done | Functional but fully optimised | Built for growth with clear visibility and control |
What our customers say
Tradify client review
Ryan Stewart
RJ Stewart Electrical
What our customers say
Tradify client review
Chris Yates
C Yates Plumbing & Gas
What our customers say
Tradify client review
Craig McGarrity
Wired One Electrical
Wherever you’re at with Tradify, we can help.
Whether you need a fresh setup, team retraining, or a quick clean-up of your Tradify system, we’ll get everything running smoothly so you can get back to getting work done.
Let's chat about your business
book a call
To avoid playing phone tag book a date and time that suits you to have a quick chat about how we can help your business.
I sent an enquiry, now what?
01
The first step is a no obligation 15-minute intro call to see how we can help.
02
If you’re ready to move forward we’ll then conduct a 1-on-1 “Scoping Session” to determine the right solutions for you.
03
Once we’ve determined your specific needs we will send you a TradiePad proposal or recommendation tailored to your business.
Tradify FAQs
answering your common Tradify questions
Start by entering your business details, users, tax settings, labour rates and markup rules. Then build out your core templates, job categories and item lists so everything flows smoothly once you start quoting and scheduling.
Need help getting it right? TradiePad can set it up properly from day one.
Make sure your tax rates, margins, labour types, item lists, default templates and job statuses are fully configured before you begin. This avoids rework later and keeps your quoting, scheduling and invoicing consistent across the team.
Unsure what to choose? TradiePad can configure it all to match your workflow.
Use the CSV import tools in Settings, then Import Data and match your columns to Tradify’s format. It’s important to clean duplicates, ensure consistent naming and fix formatting issues before uploading to avoid data problems later.
Build a simple sequence of statuses that mirrors how your team actually works, such as Quote Sent, Scheduled, In Progress, Completed and Ready to Invoice. Clear, logical statuses help everyone understand what needs to happen next.
Keep the workflow simple by using consistent job naming, standardised templates, and a clear sequence from quote to invoice. Avoid overcomplicating your statuses or price lists and make sure all staff follow the same process every time.
If you want it truly streamlined, TradiePad can map and configure the entire setup.
Start by reviewing your customers, materials, job categories, templates and statuses, then delete duplicates and standardise everything. Rebuild your workflows so jobs move through the system cleanly without skipped steps or double-handling.
If it feels too far gone, TradiePad can handle a full clean-up and optimisation for you.
The best approach is role-based training that shows each person exactly what they need to do in their part of the workflow. Keep it practical, hands-on and connected to real jobs so the training sticks.
Want structured, role-specific training? TradiePad can train your whole team.
Yes, admin staff need to understand quoting, scheduling, invoicing and job flow, while field staff need clear steps for notes, photos, timesheets and status updates. Training each group separately makes adoption much smoother.
TradiePad can deliver tailored sessions for both office and field teams.
Everyone should know how to update job statuses, add notes and photos, record time, and complete their part of the workflow. Admin teams also need to manage quoting, scheduling, invoicing and reporting.
TradiePad can show your team the exact features they need to use daily.
Use clear job statuses, simple workflows and consistent templates so the process is the same every time. Short refresher sessions and documented steps also help reinforce the routine.
TradiePad can build workflows that make it easy for your team to follow every step.
Give new staff a structured walkthrough of their specific responsibilities in Tradify and let them practise on real jobs with supervision. A clear workflow and standardised templates speed up onboarding.
Need fast onboarding? TradiePad can train new hires and get them confident quickly.
Make the workflow simple, remove unnecessary steps and ensure everyone understands why updating Tradify matters. Consistency comes from clear processes, proper training and tools that match how your business works.
TradiePad can create a workflow your team will actually follow.
Most issues come from incorrect formatting, outdated branding, missing details or poorly set-up item lists. Templates need clean spacing, consistent terminology and proper structure to look sharp.
TradiePad can help rebuild your templates so they look clean, modern and on-brand.
Go to Settings, then Templates and add your terms into the footer or dedicated Terms and Conditions section. Keep them short and clear so customers know exactly what they’re agreeing to.
If you’re not sure where to place them, TradiePad can help set it up for you.
Check that your fields, items and business details are correctly mapped, and make sure you’re using the right variables in your template. Missing or incorrect data usually means the source fields weren’t set up properly.
TradiePad can audit your setup and fix templates that aren’t pulling data correctly.
Formatting problems usually come from inconsistent spacing, pasted text, broken variables or old template versions. Cleaning the layout and rebuilding sections often fixes the issue quickly.
TradiePad can tidy up your formatting and rebuild templates so they look clean and professional.
You can connect your accounting software under Settings, find Integrations, then follow the prompts to sync contacts, invoices and payments. Make sure your tax settings and chart of accounts match before syncing to avoid errors.
Need a clean, correct setup? TradiePad can connect everything properly for you.
Invoice sync issues usually come from mismatched tax settings, incorrect accounts, duplicate contacts or outdated integration permissions. Fixing the source data typically resolves most sync errors.
If syncing keeps failing, TradiePad can troubleshoot and help get everything running seamlessly.
Go to Settings, then Payments and connect your Stripe account, then enable online payments on your invoice template. This allows customers to pay directly from the invoice.
If you want it set up correctly with your templates, TradiePad can handle it for you.
Yes, you can import supplier price lists via CSV into your Items list. Some suppliers may also support direct imports depending on format. Keeping these updated improves quoting accuracy.
TradiePad can help clean, format and import your price lists properly.
Duplicate contacts usually occur when records exist in both Tradify and your accounting software with slight differences. Sync rules then treat them as separate customers.
TradiePad can clean and merge your data so duplicates stop appearing.
Use a clear sequence of statuses, such as Quote Sent, Scheduled, In Progress, Completed and Ready to Invoice, so jobs move through the system in a consistent order. Keep the steps simple so the whole team follows the same process.
Need a clean workflow built for your business? TradiePad can design it for you.
Standardise your templates, set up consistent naming, and make sure each job stage only needs to be updated once. Clean workflows remove unnecessary steps and cut down on re-entering information.
TradiePad can streamline your setup so tasks only need to be done once.
Use meaningful job statuses, apply due dates, and keep your calendar and job list clean and updated. A simple, structured workflow makes it easy to see what’s pending, what’s active and what needs invoicing.
TradiePad can build a clear job-flow system so nothing slips through the cracks.
Staff skip steps when the workflow is too complicated or unclear. Simplifying the process, using fewer statuses, and providing role-based training helps keep everyone on track.
TradiePad can redesign your workflow so it’s easy for your team to follow every step.
Use job notes, photos, comments and status updates consistently so the office always has accurate information. Make sure techs know exactly what to update before leaving each job.
TradiePad can train your team to use Tradify as a clear communication tool.
Clean templates, consistent workflows, clear job statuses and simple processes remove repetitive admin. When set up properly, Tradify reduces paperwork, errors and double entry.
TradiePad can optimise your system so Tradify genuinely saves you time.
Keep the status list simple and make it part of your standard workflow so staff know exactly what to update before leaving each job. Clear expectations and quick training make a big difference.
TradiePad can train your team to follow a consistent status process.
Open the job in the mobile app, tap the Notes section and type or dictate your updates. Staff can also attach photos, materials and details while on-site.
If your team isn’t using notes properly, TradiePad can show them how.
Create or open the quote or invoice in the app, review the details, then tap Email to send it directly to the customer. Make sure your templates are set up correctly so they look professional.
TradiePad can set up your templates so mobile quotes and invoices look sharp and branded.
Use job statuses, scheduled tasks and photo updates to keep the office informed. The app shows each job’s stage so staff know what’s completed and what still needs attention.
TradiePad can set up a clear job-flow process so field updates are always accurate.
Missing jobs usually mean they aren’t assigned to a staff member, don’t have a scheduled time, or your filters are hiding them. Check the job assignment, date, and your calendar view settings.
If your calendar is still messy, TradiePad can fix your scheduling setup.
This happens when variables aren’t mapped properly, the underlying data is incorrect, or old templates are still in use. Updating your fields and cleaning up your setup usually resolves it.
TradiePad can audit your templates and fix data-mapping issues for you.
Jobs may look like they’ve disappeared if the status changes, a filter hides them, or they were assigned to the wrong person. Review your job statuses, team assignments and filters.
TradiePad can help you rebuild a clean, reliable workflow so jobs stay visible.
Payment syncing issues usually come from mismatched accounts, incorrect tax settings or integration permissions expiring. Reconnecting your accounting integration often fixes it.
If payments still won’t sync, TradiePad can diagnose and repair the connection.
Duplicates appear when records differ slightly between Tradify and your accounting system before syncing. Matching names, formatting and data fields prevents this.
TradiePad can clean your data and stop duplicates from coming back.
Incorrect tax codes, mismatched accounts or outdated settings can cause data to sync incorrectly. Fixing the source settings and re-syncing usually corrects the issue.
TradiePad can review your settings and repair sync issues cleanly and safely.