Tradify

In short

Tradify is job management software for trade businesses that covers scheduling, quoting and invoicing in one app, with published per-user pricing across three named tiers, Lite, Pro and Plus, plus a custom tier priced by request for larger teams.

A fourteen-day free trial with full feature access lets a small crew test the software before paying, which is a real difference from competitors that only offer a sales demo.

It's built for a business of roughly one to ten people that wants a simple, transparent rate rather than a quote-only sales process.

Key features and plan tiers

Who it's for

Tradify fits a small plumbing, HVAC, electrical, roofing or landscaping crew, roughly one to ten people, that wants scheduling, quoting and invoicing in one app with a published per-user rate it can check before signing up. Its named Lite, Pro and Plus tiers, and a fourteen-day free trial with no credit card required, suit an owner who would rather compare plan features and a rate up front than go through a sales-quote process.

Who should skip it

A larger, multi-crew operation will find Tradify's per-user pricing scales up quickly as headcount grows, since every added seat carries the same per-user rate on Lite, Pro or Plus rather than a negotiated package price. A business that has already outgrown basic scheduling and wants job costing, an AI phone system, or fleet tracking bundled from one vendor may fit FieldPulse better, and a business that needs Tradify's Custom tier for a large team still has to go through a quote-only process for that level.

How it handles scheduling, quoting and job tracking

Tradify's scheduling view syncs with Google Calendar and shows real-time staff location on an interactive job map, letting an office see which technician is closest to a new job without a phone call.

Quoting and invoicing use customizable branded templates with automated email follow-ups on quotes and automatic reminders on overdue invoices, and job tracking attaches photos, videos and notes to each job alongside a live timer and manual entry for staff hours that feed directly into timesheets.

Job-specific timesheet reports show labor cost per project, and profit-and-loss reporting rolls that up so an owner can see which jobs were actually profitable rather than only tracking hours worked.

How the SmartTools AI features work

SmartRead is an AI-powered invoice capture tool that extracts cost details automatically from a photo of a supplier invoice, cutting down on manual entry whether a tech is in the field or back at the office.

SmartWrite is an AI writing assistant that checks spelling and grammar and auto-generates customer-facing descriptions from a quote or invoice's line items, adjustable between a friendlier or more professional tone. Tradify's own pages do not state which paid tier includes SmartTools by default, though both are available to try during the free trial.

Integrations

Tradify syncs with Xero and QuickBooks Online for accounting so invoice and payment data does not need duplicate entry, and processes online credit card payments through a Stripe integration with the option to pass processing fees on to the customer. It also offers an Instant Website add-on and mobile apps for iOS and Android so field staff can quote, schedule and invoice from a phone.

Alternatives

• FieldPulse if your crew has grown past what per-user pricing supports well and you want job costing plus optional AI phone and fleet-tracking add-ons from one vendor instead of published per-seat tiers.
• Jobber if you want a customer-facing client hub for online booking and payment approval alongside scheduling and invoicing.
• mHelpDesk if you're comparing quote-only trade software against Tradify's published tiers before deciding which pricing model fits your business.

How we reviewed it

We checked Tradify's pricing page directly for its Lite, Pro, Plus and Custom tier structure and its free trial terms, its features page for the core scheduling, quoting and invoicing workflow, its homepage for target trades and positioning, its SmartTools feature page for how SmartRead and SmartWrite work, and its job tracking feature page for job costing and reporting detail. A guessed help center URL returned a not-found error and was dropped rather than guessed at further. We did not confirm which tier includes SmartTools by default, since Tradify's own pages do not state it.