All-in-one estimating, quoting, and job management app
Need to send customers a rough idea of a job before committing to a quote? With Tradify, it's simple.
Quotes, estimates & invoices made easy
- Add your logo, brand colours, and company information.
- Seamlessly switch between estimates and quotes with different document styles.
- Create templates for different customers or types of work.
Easy-to-use estimating software
Estimate upcoming jobs and scope out necessary costs for your customers.
Track your new enquiries & customer emails
Keep leads (phone calls, emails, conversations) in one place with our enquiries engine, saving you from more double handling. Managing proposals has never been so easy.
Create professional documents in minutes
Tradify allows you to save customisable templates, price lists, and kits. Helping you keep ahead of the pack.
Manage your time and products on the go
Don’t wait till you’re back at the office. Save time by creating and sending unlimited estimates on the tools. Add price list items and labour from your work van.
Simple workflow for your clients
Have an accepted estimate? Schedule and start tracking the job with the tap of a button.
Automated follow-up service
Tracking your online estimating has never been easier. Use our estimate reminders feature to send automated emails or text messages that will follow up on estimates that haven’t been responded to.
Brand your content professionally
Make the estimating process simple for you and impressive to customers. Tradify's modern and customisable document themes give you a variety of designs for estimates that seal the deal.
Effortlessly work with an accounting integration
Tradify talks to your favourite accounting packages. Streamline the entire estimation cycle, from estimating to reporting.
Try Tradify for free
Instant access for 14 days.
No obligation, no credit card required.
Take it from the real experts - Tradify customers
Say goodbye to double-entry
Tradify works seamlessly with Xero, MYOB, and QuickBooks Online accounting systems.
"Our business literally doubled in the past two years and Tradify is a big part of that."
The Hamilton Group
Questions about using Tradify's estimating feature in New Zealand?
How much does Tradify cost?
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. Start your free 14-day trial today!
How can I become familiar with Tradify's estimating software?
At Tradify, customer experience is key. We offer free onboarding sessions to make the most of our product and have a friendly support team to assist you and your business.
Can I use Tradify's estimating tools in any trade industry?
Tradify's flexible software works for most trade industries including electrical, HVAC, gas, plumbing, carpentry and many more.
Can I set up and save pricing lists?
Yes. Tradify allows you to not only create your own price list, but also import your supplier’s price list into the system. In order to import the price list it must be a CSV file. This helps speed up the process of creating quotes.
Can my customers accept and sign my estimates on-site?
The Tradify mobile app allows customers to accept your estimates while you are on site. You can use the mobile app to capture the customer’s signature against estimates, which will be saved and dated at the bottom of the estimate.
Can my customers accept the estimate online?
Customers can accept estimates online straight from the email you send them. They will have the ability to accept and comment on the estimate online.
Once accepted you will receive an email to inform you that the estimate has been accepted. Tradify automatically updates the status of the estimate in-app.
What services does Tradify offer to manage customer details?
Tradify's estimates must be linked to a Customer Profile. Creating a customer profile on-site is a simple way to store contact information and keep all documents in one accessible place.
How does Tradify help with estimating?
Tradify's Document Themes feature allows you to send out estimates before you're ready to send a quote to a customer. This means that not only can you easily switch between estimating and quoting as needed — the steps are the same, saving you time learning new features!
What's the difference between using an estimate and using a quote?
Generally speaking, an estimate is more of a guess of the planned work whereas, in some instances, a quote acts as a legally binding document. Both documents scope out potential work for customers and ensure all parties are aware of the costs associated with the upcoming work.
How can I send my estimates to customers?
You can send out estimates easily with Tradify via email. You can choose to send it as a tracked document or an attached PDF to an email.
Does Tradify link with other software to help run my trade business?
Yes, Tradify offers integration with a range of other tools and software, including accounting software, Stripe, and Google Calendar.
Can Tradify help with scheduling as well?
Yes! Tradify is a comprehensive job management software that can help with all parts of running a trade business, including scheduling, staff management, and invoicing.