Tradify

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!

Pros

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!!

Cons

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

Advice to Others

If you run a tradesman designed business and are a small-medium growing team that doesnt want to spend a fortune on project management software and have a growing team that require mobile management of jobs and projects and quotes, then Tradify is perfect! The customer support is outstanding and have been a huge help with our conversion. The connection to our Accounting Software (MYOB) is a huge bonus too as it saves doing things twice and automatically syncs for you. Xero connection is a huge bonus for my partners marketing business also and helps keep track of bills and receipts. If you are looking for better value, diverse functionality and support then its a no brainer, Tradify is the way of the future for small business project management for any business kind!

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.

Pros

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.

Cons

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

Advice to Others

The software is fantastic and I can easily see how it could be applied to almost any business or industry, spend the time getting all of your information uploaded correctly and keep in mind the end user as this every day user is where all your time is saved.