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| #1 Rated Trade Business Software |

Customer Inquiry Software

Tradify's inquiries feature makes it easy to receive and respond to work requests. Use online inquiry forms and win more work with the Tradify app.

14-day free trial, no credit card required.

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★★★★★
★★★★★

4.8 / 5 from 7,000+ ratings and reviews

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More ways to attract customers

Streamline your business from the start. Get discovered online, easily save customer inquiries, and link these to quotes, invoices, jobs, and customer profiles in Tradify.

See how our inquiry system will help your business with a live demonstration.

Tradify dashboard with map of Houston Texas

Quotes, estimates & invoices made easy

  • Add your logo, brand colors, and company information.

  • Create templates for different customers or types of work.

  • Insert optional line items for customers to accept or decline.
quotes invoices and estimate templates in tradify

Don't just take our word for it

★★★★★
★★★★★

“I opened Tradify, and right away I thought, ‘This is perfect!’"

Gennady Tsakh HVAC
Absolute Mechanical
★★★★★
★★★★★

“We found it to be the most robust piece of software that was super easy to install and train our employees. We got up and running on the first day – there was zero business interruption, which was key for us as a small business."

Mike Renwick Electrical
Scoreboard Enterprises
★★★★★
★★★★★

“We’ve been pleased with our growth so far. And you know, Tradify has been a huge part of that."

Josh Bice Fire Services
Rapid Fire Protection

Manage all your jobs in one app — from start to finish

Work smarter, not harder! Ditch the paperwork and keep all your business admin in one place.

Step 1

Inquiries

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Streamline your business processes right from the start!

Tradify can help you easily capture inquiries, store customer profiles, and quickly turn inquiries into quotes, jobs, and invoices.

Step 2

Quoting

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Win more work by quoting faster than ever!

Use professionally branded quote templates, customizable themes, imported price lists, and automated email follow-ups.

Step 3

Scheduling

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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

job tracking dashboard in tradify

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

Invoice image

Save hours on invoicing!

Create professionally branded invoices with customizable themes and templates for different types of work. Stop double-handling and manual data entry by syncing invoices with your favorite accounting software (Xero or QuickBooks).

Step 6

Payments

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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.

The best customer inquiry software for the trades

 Quote, schedule, manage jobs, and issue invoices — faster than ever before. 

Manage inquiries anywhere

Don't wait till you're back at the office. Save time and create a great first impression by responding to inquiries instantly with the Tradify mobile app. 

Track new contacts

Keep leads (phone calls, emails, conversations) in one place with our inquiries engine — saving you from double-handling.

Plan quotes ahead of time

Easily turn your inquiries into draft quotes, pulling job details through each stage of the process. 

Simplify your team's workflow

Quote accepted? Schedule and start tracking the job with the tap of a button. Turn your quote into a job or invoice and instantly share it with the whole team.

Automate the follow-up

Chase customers without lifting a finger! Use our quote reminders feature to send automatic emails that will follow up on quotes that haven’t been responded to.

 

Create professional documents in minutes

Tradify allows you to save customizable templates, price lists, and kits — helping you quote quickly and remain consistent with your pricing. Easily import stock lists and create custom pricing tiers to manage your cash flow.

Tradify’s accounting and payment partners

Run your business with Tradify while your accounts sync with QuickBooks. Simple to set up, easy to use.

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Sync Tradify & QuickBooks

Remove manual data entry and double-handling by creating invoices, bills, and payments in Tradify and syncing them to QuickBooks.

Eliminate paperwork

Transfer bills, payments, suppliers & customers to QuickBooks automatically, removing manual data entry and human error.

Access cash flow

Access your bills, payments, and invoices in QuickBooks to understand your true financial position at any time.

Connect your contacts

Sync supplier and customer details between systems. Any changes you make to contact information in Tradify will automatically update in QuickBooks.

Run your business with Tradify while your accounts sync with Xero. Ready to connect without fuss.

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Sync Tradify & Xero

Remove manual data entry and double-handling by creating invoices, bills, and payments in Tradify and syncing them to Xero.

Cut back on admin

Automatically send bills, payments, suppliers & customers through to Xero.

Access cash flow

With all your job details syncing in real-time, you'll have the most up-to-date view of your cash flow position.

Connect your contacts

Any changes made to customer information in Tradify will automatically update in Xero.

Take online payments for jobs by connecting Tradify with Stripe.

Learn More
Pass on the fees

Opt to pass the credit card fees on to your customers — or not, your choice.

No setup cost

Connect Tradify & Stripe for free if you have a subscription to both.

Make more money

Easily track time & materials, import price lists, and view profit reports.

Get paid faster

Check when invoices are viewed, offer online payment options, and send automated reminders.

Questions about using Tradify's inquiries feature?

Tradify costs per user, per month. You can also talk to us about team pricing options or find more details on our Pricing Page.

Tradify is a powerful job management platform on desktop, and can also be downloaded as an app on your iPhone, iPad, or Android mobile device.

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Absolutely! Tradify offers two ways to manage customer inquiries: through a web form or an email inbox.

Tradify's flexible software works for every trade including electrical, HVAC, gas, plumbing, property maintenance, and many more.

Yes! If people use either your web inquiries form or the email address, you'll be able to access the inquiries at any time via the Inquiries tab.

Tradify's features are flexible and fit around how you work. You're able to either action or reject new inquiries. Actioning an inquiry means you can create new Customers, Quotes, Jobs and Invoices.

All of these will be linked to your original Tradify Inquiry.

You can use inquiries on both web and mobile, which makes it easy to manage potential customers on the go.

You can easily direct people to your Tradify Inquiries form through your Facebook page. You can add a button on your Facebook page that either link to your web form or your personalised Tradify Inquiries email.

You can easily link your Tradify Inquiries to your website, social media, or even create a QR code for your inquiries form!

Yes, you can easily fill out your own inquiries form to keep a record of historical inquiries or to keep track of other workflows.

Yes, we offer a simple website that you can create in a few easy clicks. An inquiry form will be automatically included on your website and will still send submissions through to the Tradify app.

Yes! You can easily get in touch with a client through Tradify by converting your inquiry into a Customer Profile.

Tradify helps you become more familiar with our inquiry software with our friendly customer service team and a FREE onboarding session where you can chat with our Tradify experts about your needs.

Give it a go for free!

See why tens of thousands of tradespeople trust Tradify to run their business.

We offer free one-on-one training and phone support. In just a few minutes, you’ll be up and running!

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