Streamline your business processes right from the start!
Tradify can help you easily capture enquiries, store customer profiles, and quickly turn enquiries into quotes, jobs, and invoices.
Create and customise electrical certificates
Pre-populated customer data allows you to easily create, edit and send digital PDFs of certificates and forms within Tradify.
Capture signatures electronically
Formalise your certificates on the go by capturing signatures through your touchscreen in the Tradify app.
Speed up customer communication
Email digital PDFs of your forms & certificates directly from Tradify. Easily schedule automatic service reminders for regular maintenance jobs & appointments.
Cloud storage & record-keeping
Never lose your certificate pad or completed forms again. Keep everything safe and secure in the cloud with Tradify.
Job Safety Analysis (JSA)
High Risk Construction Work Safe Work Method Statement (HRCW SWMS)
Queensland Certificate of Testing (COT)
Northern Territory Certificate of Compliance (COC)
Step 1
Enquiries
Step 2
Quoting
Win more work by quoting faster than ever!
Use professionally branded quote templates, customisable themes, imported price lists, and automated email & SMS follow-ups.
Step 3
Scheduling
View active jobs and staff locations in real-time!
Schedule jobs faster, dispatch with ease, and quickly communicate with customers and your team. See what’s going on at a glance by syncing Tradify with your Google Calendar.
Step 4
Job Tracking
Improve your project management!
Track everything with job dashboards, an interactive map, and reporting functionality. Quickly add photos, videos, and notes to jobs, and manage multiple projects with ease.
Step 5
Invoicing
Save hours on invoicing!
Create professionally branded invoices with customisable themes and templates for different types of work. Stop double-handling and manual data entry by syncing invoices with your favourite accounting software (Xero, QuickBooks, or MYOB).
Step 6
Payments
Get paid faster!
Enable automatic overdue payment reminders with Tradify and offer online credit card payments by connecting to Stripe. Check if customers have viewed your invoice and track payments on the go — onsite or in the office.