This month, we are looking at Tradify, the job management app built specifically for tradespeople.
Trusted by more than 60,000 tradespeople worldwide, it is one of the most popular tools available on the Xero App Store and a natural fit for the trade businesses we work with.
What does Tradify do?
Tradify is an all-in-one job management platform designed for electricians, plumbers, gas engineers, builders and other tradespeople.
Available on desktop, iOS and Android, it handles the full lifecycle of a job from initial enquiry through to final invoice, including:
- Quoting and invoicing with online acceptance and progress billing
- Job scheduling and tracking, including Google Calendar sync
- Timesheets and staff management, with subcontractor scheduling
- Purchase orders and costing to stay on top of job profitability
- Customer communication history and job photos, all stored in one place
- Recurring jobs, service reminders and custom statuses to keep repeat work running smoothly
How does it connect with Xero?
Tradify integrates directly with Xero through a two-way sync. Invoices, payments and credit notes update automatically between the two platforms, removing the need for manual re-entry.
Bills, supplier and customer information can also be transferred across, giving you a real-time view of cash flow without duplicating work.
For trade businesses managing multiple jobs at once, the combination of Tradify and Xero can significantly reduce the time spent on administration and help keep the numbers accurate from job completion through to year-end.
Interested in finding out more?
Tradify is one of a number of apps we help clients integrate alongside their core accounting software.
