Tradify

I highly recommend Tradify for anyone running a business in construction.

Kommentare: Tradify has been excellent since day 1. Whilst on my free trial period I was contacted by the team at Tradify to offer assistance setting up the platform for my business and learning how to use it. I accepted this offer and had several calls at times that suited me, the staff were great and were able to make the process easy. I have been using this product for a while now and will continue to do so indefinitely. It has helped my business greatly and helped me manage all aspects of the business I find challenging such as quoting, time tracking, invoicing .

Vorteile:

Time Tracking - Easy to Keep track of different jobs, staff on jobs etc. Scheduling - Easy to drag appointments around on calendar and send job details to staff. Quoting / invoicing / purchases - Very well integrated, I quote using price list items i have set up, once quote confirmed I can create a purchase order in seconds, when its time to invoice it adds atomically again . Cross platform - I use on MacBook, iPad and iPhone works great on all devices. Linked to quickbooks - Ideal saves me having to do anything my accounts lady can deal with it in quickbooks as it atomically ends up there from Tradify. A nice feature I have found is that if I send a CERTIFICATE PDF via Airdrop on my iPad to iPhone I can import into Tradify and link to a job, helps keep all paper work organised.

Nachteile:

There aren't any that I'm aware of, its perfect.

Tradify has revolutionised our business

Kommentare: We came across Tradify after searching for a job management system for 4 or 5 years. Before Tradify we had a collection of different elaborate spreadsheets that had evolved over the years but they required so much time and effort for all of my staff to use and be trained in. We even went down the road of purchasing a custom made job management system, and after 18 months had paid all our money and were never delivered the system, so to have something like Tradify is amazing.

Vorteile:

It is an amazing platform that lets you really fit the system to your own company's needs, it is also great that all our information is accessed through one system and it is very easy to train people to use the system as it design and functionality is very intuitive. Tradify is also very proactive in improving the software and allowing it to grow and further meet the needs that are arising as we all get deeper into using it and applying it to our businesses.

Nachteile:

The Silverlight platform that it runs upon seem to be quite restrictive, but even this is about to be upgraded.

Possibly a decent software

Kommentare: Didn’t get the chance to have much of a play , couldn’t put it on hold until I had more time to ensure it’s the software for me ? Sales were ringing me consistently and pretty much just trying to ensure I sign up NOW to get the half price for 3 months ( which your standard ) obviously on a commission basis and good on them for pushing relentlessly, However these apps, software are supposed to help ease work but in my experience companies who just push and push are all about the money and getting you to sign on the dotted line? I’d rather pay more for any other software or just persevere with what I’ve been doing for the last 22 years rather than be harassed as I felt I was ( you’ll need the software to help ease your workload because for the two weeks of your trial you’ll find your time being taken up by nuisance calls

Vorteile:

The software looked like it had potential to alleviate many of the things related to my job

Nachteile:

Sales staff were too persistent in getting me to sign up before I even had chance to try it, do not agree with pressure sales and would never sign with a company who has those principles

Tradify is the backbone of our business!

Kommentare: West Coast Refrigeration is a trade business that previous used Simpro and were converted once we found Tradify due to its ease of use, affordability, mobile functionality and outstanding customer support!

Vorteile:

We cant fault this software as its built perfectly for our trade business and ensures that our field technicians can report their time and materials directly to the job and our office team are so much faster on invoicing customers! Its in real time and as we dont need a direct GPS tracker, we can still use this software to locate staff fast and effectively! I love that you can convert purchase orders straight to bills and allocate materials to the job so our office can cross check and this also makes a easier process for stock ordering and stock-take yearly! Also love that you can save attachments straight from emails on our iphones to jobs and customer profiles. We are also using iAuditor which talks directly with Tradify for our WHS Safety Requirements- this is a huge bonus!!

Nachteile:

Would like to be able to customise our invoices a bit more but the new release is much better than previous.

Simplicity at its finest

Vorteile:

For me the ability to capture enquiries, add the customer details into the data base and then quote is essential. I can see every interaction the client has from open their quotes to accepting them and then paying g the invoice. My clients love the ability to accept the quotes online and get reminders if they have chosen an option. Once the quotes are accepted you can create a job, schedule it in and assign it to a worker in quick succession. The job management function allows to you track time onsite and even pause the time to allow for trips to the wholesaler if required so you can then accurately bill for time on site and not guess and this benefits your client as you are not over charging them.

Nachteile:

The one thing I wish they did have was a export calendar function as I’d like to share my calendar with by wife but she doesn’t require access to the system as she isn’t a company secretary or admin assistant. It’s more so she knows whats in my schedule so she can plan her day. At the moment I have load it in to both Tradify and the iPhone calendar.