Looking back at Tradify’s latest features
The Tradify team is always looking for ways to improve the lives of tradies. This year we continued to focus on enhancements to Tradify that help our customers win more work & get paid faster - all while being as safe as possible.
In case you missed any of these, here’s a quick rundown of the features we released during 2020.
We kicked off 2020 with the launch of Tradify Enquiries. This feature lets tradies import work orders, customer enquiries and any other form of work request into Tradify (emails, calls, website enquiries). With these enquiries now accessible in one place we’ve seen trade business owners significantly reduce the time it takes to create a quote, helping them to win more work.
“My leads have to fill out the enquiry form. That’s incredibly useful. It’s proving to me that the leads are investing the time to type, so I’m not wasting time. But most importantly, I’m getting the correct email address and relevant details straight into the system, instead of cutting and pasting it from a text.”
Next up, we launched our own version of X-Ray Vision. This feature lets tradies track when customers receive, view and take action on quotes and invoices.
It helps trade business owners answer questions like:
- Has my quote been seen?
- Should I follow up to clarify next steps?
- Will they pay their invoice on time?
"It's cut my time spent on admin by approximately half and gives me a better idea of where my clients are at."
Automated Quote & Payment Reminders
With a strong cash flow key for any successful trade business, we were proud to launch a reminder feature to help trade business owners win more work, and get paid faster.
- Quote Reminders give you the ability to send scheduled follow up emails for any quotes sent out of Tradify, removing the need for manual follow up.
- Payment Reminders work in a similar way by sending automated payment reminder emails for any invoice sent out of Tradify.
Both features are customisable, letting you add in your own personal touch.
“When I phone up to ask for money, I know they’ve already received the reminders, so there’s no real excuse why they haven’t paid.”
Online Credit Card Payments
Contactless, online payment options are a great way for tradies to get paid faster. We successfully launched an online credit card payment option through our partnership with Stripe.
Safe and secure, this online payment option is becoming extremely popular with tradies who are looking to reduce the time it takes their customers to pay an invoice.
“Setting up bank payments was always a pain. Now I can take credit card payments, all I need to do is send an invoice and they can pay securely online. That’s been a game-changer.”
New features for new ways of working
With the arrival of COVID-19, we quickly began conversations with tradespeople to help us understand the new challenges and health & safety requirements COVID created for trade businesses.
We shipped a series of COVID specific features to assist with contact tracing, health & safety requirements, adjustments to schedules and contact-free customer interactions.
Job Service Reports
Job Service Reports provide a summary of the work completed on a job. These reports are useful as they keep your customers informed about the specifics of a job. They will also speed up the time it takes to get a job signed-off - allowing you to send an invoice and get paid faster.
We’re super excited to unveil our plans as we add even more features to Tradify in 2021. Have a great break and we’ll see you in the new year.