Latest Features & Updates

Within the Company Settings page, we've added logic to notify users with a warning message when they are  attempting to navigate away from the page when there are unsaved changes to the 'GST registered Status' field.

The 'Clear Unused Customer' button within the Customers page now deletes customer profiles that only have notes attached when the notes do not have attachments such as files or images.

Staff without 'Settings' permission no longer have the ability to view or edit customer profile details.

• Gas Safe Registration Number is now correctly pre-populated using Company License Number.
• Gas Safe License Number is now correctly pre-populated using Staff License Number.

• Added a "meatball" style menu to To-Do list items with the following options (based on user permissions): 
• You can now take the following actions directly from a To-Do.
  
  
  • Create New Quote
  • Create New Job
  • Create New Appointment
  • Create New Purchase Order
  • Create New Invoice
    

• The "Delete" option has also been moved inside this menu.
• Enabled the option to import new job statuses and their colour when importing Jobs.

Renamed the "Job" Notifications Staff Member setting to "Job and To-Do Alerts" and updated the associated tooltip for clarity.

When a staff member is assigned a To-Do task, they now receive a notification email with a direct link to the To-Do List.

The notification is sent only if the staff member’s Job Notifications Email toggle is turned ON.

• You can now assign To-Dos to your teammates!🎉
  • Staff with Scheduling & Dispatch permission can now assign To-Dos to teammates in their Tradify company. Assigned staff can view, edit, and mark To-Dos as done.
• New location fields have been added to the jobs CSV import, export and template. 

• Improved the CSV customer site import email validation to ensure the each email is max 70 characters, there are no more than 10 emails, and commas are handled correctly.
• Updated the appointment reminder text to default to "New Reminder" instead of "Update Reminder" when sending after being previously saved.

We now update the tax description in Tradify from Xero when updating tax in Tradify in order to keep both systems in sync.

• Fixed a Google Maps issue where searching for an address didn't display the exact location on the map.
• Adjust the hover area of the Job icon on the map so the tooltip now appears as expected.

We've fixed an issue where the 'Send to Accounting' option was showing on Bills for companies not integrated to accounting packages.

• All onboarding screens now have a responsive layout, ensuring a great experience on mobile devices.
• We've fixed a timesheet rounding issue that occurred when creating an invoice from Time & Materials.

• We've fixed an issue where some fields were not rendering correctly in the EICR form.
• We've removed the unnecessary signature field from within the EICR form.

We've fixed an issue where some customers were unable to import bills via CSV.

We've added a Service Reminders tab to your Customer Information screen. Allowing you to see any existing service reminders created against that customer.

You can now access Customer Information directly from the Appointment modal using the customer name, which now displays as a clickable hyperlink.

• When you create a quote using a template from ‘Job’ or ‘Customer’ it will now use the pricing level associated with the ‘Job’ or ‘Customer’ (instead of the template’s pricing level).

• Forms and Certificates will now pre-fill your company license number when applicable. Update this information by heading to Settings > Company.

• You can now mark invoices as ‘paid’ in bulk. Go to the ‘Unpaid’, ‘Overdue’, or ‘All’ tabs within the invoices section, check the boxes for relevant invoices, and click the ‘Mark as Paid’ icon.

• When you create a Bill via SmartRead it will now automatically add a Note with the scanned bill attached and “Source Document” as the description. 

• Syncing bills to accounting software now automatically includes the scanned bill.

You can now send confirmation emails after an appointment has been saved, pending no confirmation email has already been sent.

• We've enhanced the job search & filtering function by including customer location alongside site names

• The address from inbound enquiries can now be copied to both physical & delivery address fields.

• Forms & Certs will now pre-fill the license number of your staff member. You can add update their license number under their user profile in your Settings.

You can now filter your overdue and unpaid invoice pages by due date. Filtering the list also updates the total due amount displayed in the top right accordingly.

We've added a total due amount on the overdue and unpaid invoice list page. Allowing you to easily see your outstanding payments at a glance. 

We've introduced categories to Forms & Certificates to make make it quicker and easier to find the certificates you use most frequently.

We've introduced Activity Logs for Bills. You can now track:

• How a Bill was created (e.g-  manually via the "New Bill" button, using the SmartRead feature, copied from a Purchase Order, or imported from a CSV file).
• Who created and modified the Bill.
• When these actions occurred.

• • Solar PV Array Test Certificat.
  • Solar PV Client Handover Certificate
  • Solar PV System Inspection Report
  • Solar PV Installation Check List
  • Solar PV System Verification Certificate
  • Solar PV G83/2 SSEG Installation Commissioning Confirmation

• • Non-Domestic Fire Detection and Alarm System Modification Certificate

• • Non-Domestic Fire Detection and Alarm System Acceptance Certificate

• • Non-Domestic Fire Detection and Alarm System Installation Certificate

• • Non-Domestic Fire Detection and Alarm System Verification Certificate

• • Non-Domestic Fire Detection and Alarm System Commissioning Certificate

We are excited to announce that the SmartRead feature is now available for all companies on our Plus plan! 🎉

Click here to learn more about SmartRead.

• • Minor Electrical Installation Multiple Works Certificate
  • Certificate of Design Installation and Commissioning of Fire Detection Fire Alarm System Grade CDF
  • Fire Detection Alarm System Acceptance Certificate Grade A
  • Fire Detection Alarm System Commissioning Certificate Grade A
  • Fire Detection Alarm System Device List
  • Fire Detection Alarm System Design Certificate GradeA
  • Fire Detection Alarm System Installation Certificate Grade A
  • Fire Detection Alarm System Modification Certificate Grade A

• • Emergency Lighting Device List
  • Emergency Lightning Service Certificate

• • Fire Detection and Alarm System Installation 
  • Domestic Fire Detection and Alarm System Inspection and Servicing Report

• Emergency Lighting Periodic Inspection and Testing Certificate (ELPITC)
• Emergency Lighting Existing Site Compliance Certificate (ELESCC)
• 3 Circuit Minor Works (3CMW)

• Improved Security: During sign-up, we now prevent commonly used passwords or a password that has appeared in a third-party data breach from being used.
• These file extensions can now be uploaded to Tradify: .slddrw, .sldprt, .qt, .afi, .aac, .xcf, .wmz, .vcf, .asc, .drawio

• The following forms have an updated design and new form layouts to improve the user experience while filling them out 📄 🎉:
  • Minor Electrical Installation Works (MEIW)
  • Emergency Lighting Completion Certificate (ELCC)
  • Electrical Danger Notice (EDN)
• Added missing BSEN options to the Electrical Installation Certificate (EIC) and Electrical Installation Condition Report (EICR) forms.

• • Updated design
  • Ability to add any number of distribution boards and circuits
  • Drop downs and pre-filled information

Added the ability to enable a new per-use-case permissions rather than only role level permissions

Electrical Installation Certificate updated design enabled for all customers. It also now allows any number of distribution boards and circuits. 📄🆕 🎉

Updated PAT form released with new design and unlimited number of appliances! 📄🆕 🎉

Improvements made to scrolling performance & dragging line items within sections.

Improvements made to the Sage & Xero integrations

Fixed an issue that sometimes prevents uploading of valid file types

We are excited to announce that the Web To-Do List feature is now available for all companies on our Pro and Plus plans! 🎉

Bug Fixes & Enhancements:

•  Updated French translations
•  Fixed an issue with customer's addresses on service reminders
• Improvements on validations & monitoring unauthorised access to Tradify

• Resolved an issue where the customer address was overriding site address.
• Resolved an issue causing updates made to purchase orders on mobile to remove the linked bill.

• Fixed typo on UK cert: Portable Appliance Testing Report.
• Update job hours on the dashboard to display as hours rounded to 1 decimal place.

• Fixed issue with some AU numbers not being accepted in the customer phone number field inside the appointment modal.
• Fixed issue where attempting to save a new document theme without a name caused users to become stuck on the Document Themes settings screen.

• Fixed issue with the document theme footer being overridden in some cases.
• Renamed default supplier price list to City Plumbing.

• Fixed issue with job status disappearing & page not loading if URL had UTM tags.
• Updated limit to 100 characters for billing name.

• Fixed issue with deleting pending connections showing in the calendar staff picker.
• Added City Plumbing supplier price lists:
  • City Plumbing UK Plumbing & Gas
  • City Plumbing UK HVAC & Refrigeration

• Fixed an issue where two empty "Miscellaneous" items appeared when a user clicked the "Save & Continue" button on the Invoice page.
• Fixed ordering of job categories to now be consistent when viewing them elsewhere in the product: New Jobs (+ templates / recurring) & Maps.

• Fixed issue with customer postal code not showing in Sage.
• Fixed issue with physical address incorrectly overwritten to & from Sage.
• Fixed issue where a rejected password would reset country & state selected.
• Fixed issue with Site & Customer addresses populating the wrong fields on EICR forms.

• Improved invoice search performance.
• Fixed an issue where payment settings were not being retained when copying an invoice.

• Fixed issue where updates to job notes were not being saved.
• Adjustments to Quote PDF to improve clarity for Quotes with Options:
  • Updated the logic around showing optional sections when the setting for Show Line Items is switched off in the Document Theme (more details can be found in the new help article).
  • Now we show Tax names where it’s possible.
  • We don’t show the line for Tax in option totals if all option line items have zero Tax Rate.

• Resolved an issue where the Job Service Reports description field would become blank after saving if not at the top.
• Adjustments to Quote PDF to improve clarity for Quotes with Options:
  • Changed the styling in the Quote Totals to show the number of included options.
  • Implemented a new lozenge and tag indicating whether an option is not included, accepted or declined.
  • Utilized strikethrough text for declined options.
  • For Tax Exclusive quotes in a draft or approved state, the tax and total for the optional section are now displayed.
  • Optional sections will always show, including totals, even if the "Show Sections" and/or "Show Section Total" settings are switched off in the Document Theme.
  • Improved vertical spacing in Quotes.

Mobile App Version 7.43.0

• Improved the layout when selecting a form or certificate from the list by introducing categories into the interface.

Mobile App Version 7.41.0

• The company licence number on certs is now auto-filled based on the details added in comapny settings.
• Staff Member licence number on certs is now auto-filled based on the details added against the staff member profile.

Mobile App Version 7.40.0

• When a staff member is assigned a To-Do task, they will now receive a push notification with the option to open the To-Do Details screen directly from the notification. This will only occur if the staff member’s Mobile App Job and To-Do Alerts toggle is turned ON.
• The creator of the To-Do task is now displayed as “Entered By,” similar to how job tasks are shown.

Mobile App version 7.39.0

• Job description is now copied to invoice when creating an invoice from a job, specifically when using an invoice template with blank description
• 'Task Due Date' is now shown by default in the calendar.

Mobile App version 7.38.0

• • Staff with Scheduling & Dispatch permission can now assign To-Dos to teammates directly from the mobile app. Assigned staff can view, edit, and mark To-Dos as done- all from their phone.

Mobile App version 7.36.0

Upgraded iOS SDK to iOS 18.

Mobile App version 7.34.0

• We've fixed an issue with the Mates Rates referral link not loading correctly.

• We've updated the Help article that is linked on the Integrations Setting page.

Mobile App version 7.32.0

• We’ve added even more prompts to SmartWrite, our AI writing assistant. You can now choose from the following options when using SmartWrite within the Rich Text Editor:
  
  - Fix Spelling & Grammar
  - Improve Format
  - Summarise
  - Elaborate
  - Change Tone To Professional

• We added pagination to the Price List item search page to make it easier to find what you are looking for.

Mobile App version 7.31.0

• You can now create a job task when scheduling a job appointment

• You can now access your referral code on the mobile app. Head to 'Settings' > 'Refer a Mate'. 📱➡️💰

Or click here to learn more about our Customer Referral Programme.

Mobile App version 7.29.0

We’re pleased to announce that the 'SmartWrite Description' tool is now available in the quote details description defitor field for mobile Plus Plan users. 🆕 🎉 📱✨

Click here to learn more about SmartWrite

Mobile App version 7.28.0

We’re pleased to announce that the 'Improve Writing' SmartWrite tool is now available of all rich text editor fields for mobile Plus Plan users. 🆕 🎉 📱✨

Click here to learn more about SmartWrite

Mobile App version 7.18.0

We’re pleased to announce that the Mobile To-Do List feature is now available for all companies on the Pro Plan and higher. Users can see, create, edit, complete and delete items on mobile. 🆕 🎉 📱✅

Mobile App version 7.16.0

Updated PAT form released with new design and unlimited number of appliances! 📄🆕 🎉

Mobile App version 7.15.0

• Fixed a layout issue with multi-line text boxes
• Improvements made for password validation

Mobile App version 7.14.0

• Users in closed access group can now view their personal To-Do List on the mobile app, including the ability to mark tasks as completed or uncompleted.
• Fixed an issue where the device id was not set during sign up workflow

Interested in joining the closed access group for Mobile Personal To-Do List? Complete the form below.

https://bit.ly/3QKycjc

Mobile App version 7.10.0

• Fixed an issue with incorrect orientation for photo uploaded on iOS 16
• Fixed an issue where JSR date cannot be selected on iOS

Mobile App version 7.9.1

Fixed a number of login issues

Mobile App version 7.8.0

• Fixed an issue where Copy From Bill button is not working on tablet
• Fixed an issue where customer tax setting cannot be updated correctly
• Fixed an issue where sharing files into Tradify wasn’t working correctly

Mobile App version 7.7.0

Mobile App version 7.6.0

• Improved map pins to show the correct job status colour
• Fixed an issue where the scheduler would not open on the correct date

Mobile App version 7.5.0

• Fixed an issue on tablet where saving or canceling an appointment would incorrectly save other changes
• Fixed an issue with job descriptions not displaying with special characters
• Fixed an issue where Customer and Supplier Due Date is not being set correctly.

Mobile App version 7.3.0

• Fixed various issues related to background service.
• Fixed various crashes when viewing Forms on iOS.
• Fixed a crash when creating an invoice from quote flow on Android.

Mobile App version 6.43

• Fixed issue where template names could not be edited.
• The buy price of price list items can now be zero, matching web functionality.
• Enhancements have been made to the Quote Options feature, providing increased functionality on mobile devices. Now, users can perform the following actions:
  • View details of a quote with options, including all optional sections.
  • Approve Draft Quotes.
  • Preview Quote PDF.
  • Create a Job from Quote.
  • View Quotes with Options on Job and Customer screens (Quotes tab).

Mobile App Version 7.42.0

• Fixed an issue where the reference to Purchase Orders was missing when copying Purchase Orders to a Bill.
• Fixed an issue on Android where deleting a photo from a note attachment could delete the wrong photo.