What is Tradify?
Tradify is an all-in-one job management app designed for trade businesses. Whether you're an electrician, plumber, builder, or service technician, Tradify helps you manage your jobs, quotes, invoices, scheduling, and more, all in one place. With easy integration into your existing systems like Xero, Tradify helps eliminate paperwork, streamline your processes, and save you valuable time. Available on desktop, tablet, and mobile devices, Tradify ensures you can manage your business wherever you are.
Conduit Bookkeeping offers expert Tradify training and Tradify support to ensure that you’re fully equipped to manage your jobs effortlessly, allowing you to streamline your business operations and focus on growth.
Make the Most Out of Tradify with Expert Training
Tradify simplifies your business management by combining quoting, invoicing, job scheduling, and timesheets into one easy-to-use app. Whether you're in the office or in the field, Tradify helps you stay on top of your workload and get paid faster. By automating your job management processes and providing real-time insights, Tradify frees you from administrative headaches, so you can focus on growing your business.
Conduit’s expert Tradify training ensures you and your team can fully leverage the software’s features, streamline your processes, and maximise efficiency, giving you more time to focus on what matters most – growing your business
Our Tradify Training Services
Conduit Bookkeeping offers a full range of services to help you set up, customise, and maximise Tradify's potential:
Tradify Setup & Customisation
We ensure a smooth start by setting up Tradify to suit your business needs, including custom job workflows, integrations, and configurations that fit your business model.
Tradify Integration with Other Systems
Seamlessly integrate Tradify with other software, such as Xero for accounting, ensuring your financial data flows smoothly and you stay on top of your cash flow.
Ongoing Support & Troubleshooting
Get continuous support to address any issues or challenges, keeping your Tradify system running smoothly and ensuring that your team is always supported.
Tradify Training
We offer one-on-one, group, and remote Tradify training to ensure you and your team are confident in using the app. Whether you need assistance with job management, invoicing, or scheduling, we provide the training you need.
Maximising Tradify Features
Learn how to unlock the full potential of Tradify’s features, from invoicing and scheduling to reporting and customer management, to help your business run more efficiently.
Custom Reporting & Analytics
We help you set up custom reports to provide valuable insights into your jobs, sales, staff performance, and customer data, helping you make informed decisions.
“Rachel’s coaching sessions were personalised to my business activities and couldn’t have been more effective! I felt at ease enough to voice every little question that popped in to my head as we progressed, got to practice all the time saving tips I needed as well as learned to use a few reporting tools… which have already proven to be a game-changer in helping me make decisions. Simply cannot recommend this highly enough, money well spent!
-All Things Nina
Why Choose Conduit for Your Tradify Training & Support?
Personalised Solutions
We take the time to understand your business’s specific needs and customise Tradify to fit your workflows, ensuring you get the most value out of the software.Expertise & Experience
Our team has extensive experience in both bookkeeping and software setup, meaning we can offer a deep understanding of how Tradify works with your accounting tools and business processes.Comprehensive Tradify Support
From initial setup to ongoing troubleshooting and custom reports, we provide end-to-end support for the entire lifecycle of your Tradify system.Flexible Training Options
We offer flexible training formats, from one-on-one sessions to group workshops, ensuring your team is confident and capable of using Tradify to its full potential.Dedicated Help
You’ll have quick access to personalised support whenever you need it, ensuring minimal disruption to your business operations.
Tradify Features to Streamline Your Accounts Receivable
Quoting & Estimating
Quickly create and send professional quotes and estimates from any device, helping you win more work.
Job Scheduling
Schedule jobs with ease and get a real-time view of your active jobs and staff locations, allowing for more efficient job management.
Timesheets
Simplify timesheet management with live job timers that automatically record hours, making payroll and job costing much easier.
Invoicing
Send professional invoices from the field or the office, with flexible payment options, helping you get paid faster.
Subcontractor Management
Easily manage subcontractors with Tradify’s seamless integration, sending them job details, invitations, and schedules.
Integrations
Integrate Tradify with accounting software like Xero for seamless data transfer and financial tracking.
Customer Management
Track customer communications and job history, improving your customer relationships and making it easier to manage ongoing projects.
Mobile Compatibility
Tradify is available on desktop, tablet, and mobile devices, so you can manage your jobs from anywhere, at any time.
FAQ'S
How does Tradify help with job scheduling?
Tradify provides a real-time view of active jobs and staff locations, helping you schedule and dispatch jobs faster and communicate directly with your team.
Can Tradify integrate with Xero?
Yes, Tradify integrates seamlessly with Xero to help you manage your accounting, invoicing, and payments from one place.
What kind of training does Conduit offer for Tradify?
Conduit provides flexible training options, including one-on-one, group workshops, and remote training to ensure your team is fully equipped to use Tradify.
Can Tradify help with invoicing?
Yes, Tradify lets you create and send invoices quickly, either from the office or on-site, and even track payments, helping you get paid faster.
Get Started with Tradify Training Today
Getting started with our Tradify software rraining Specialist is easy! Fill out our online contact form, and Rachel will reach out within 48 hours to discuss your needs. Alternatively, you can schedule a free initial consultation at your convenience or contact Rachel directly on 0274 787 988. Let’s work together to streamline your systems!