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Free Tools & Templates

Explore our range of digital tools, calculators, and PDF templates designed to help you run your trade business.

Try Tradify free for 14 days, no credit card required.

Toolkits for every business stage

What's your next step as a business owner?

Stage 1 - Starting a Business

Stage 1: Starting a Business

Everything you need to go out on your own, book your first job, and get paid.

Stage 2

Stage 2: Running a Business

Run a professional operation with guides on marketing, customer service, and getting new gear.

Stage 3

Stage 3: Growing a Business

Take things to the next level with free tools for hiring, health & safety, and controlling your cashflow.

Free financial calculators

Take the guesswork out of estimates, forecasts, and financial planning.

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Charge-Out Rate Calculator

Calculate your optimal charge-out rate. Don't guess — get your hourly rate right!

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Profit Margin Calculator 

Calculate the profit of each job. Make sure you're making money every time!

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Employee Cost Calculator

Calculate your upfront costs, monthly budget, and first-year expenses.

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Cash Flow Forecast Calculator

Keep track of your cash flow and learn how to accurately forecast your finances.

Business basics

Tools to help you run a business as well as you run your trade.

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Business Name Generator

Come up with the perfect name and check availability of domain name, Facebook page, and Instagram handle!

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Business Plan Template

"By failing to prepare you are preparing to fail."
- Benjamin Franklin

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Marketing Plan Template

Win more work with our step-by-step guide to modern marketing tools.

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Starting a Business Checklist

Are you ready to start a business? Find out by ticking off the items in our checklist.

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Business Card Template

Choose from our range of free logos and create your own custom business cards.

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Receipt Template

Need to provide proof of payment fast? Use our easy, editable receipt template!

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Price List Template

Present your prices to your customer base with Tradify's editable Price List Template PDF. 

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Flyer Template

Reach out to your local community with our editable, easy-to-use Flyer Template. 

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Sales Process Template

Implement a proper sales process in your small business with our easy one-page template.

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Maintenance Agreement

Use our customisable maintenance agreement plan to organise details like payment plans, insurance, and cancellation policies which work for you.

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Contract Template

To help you get on the same page as your customers, we've designed a contract template PDF to protect your business from unnecessary liabilities.

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Work Order Template

Get your job details sorted before you start with our customisable Work Order Template PDF — designed specifically for trade business owners. 

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Job Sheet Template

Track employee time and material use and record the time spent on each job and the materials used.

Tools to help manage your team

For easy hiring, compliance, and leadership.

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Toolbox Talk Template

Regular toolbox talks can help your team stay site-safe and risk-free.

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Interview Questions Template

10 questions to give you a head start on the interview process.

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Employee Handbook Template

Use our easy one-page template for your onboarding documents.

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Health & Safety Survey

Give your employees the tools and information needed to stay safe on the job. 

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Job Description Template

Need to write a job description? Use our easy, editable job description template!

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Performance Review Template

Talk constructively about what your team is doing well and what might need some work.

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Incident Report Template

Make sure your business is prepared for the unexpected with an easy-to-use Incident Report Form Template.

Trusted by the trades

★★★★★
★★★★★

“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

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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