Tradify

Tradify is a job management platform purpose-built for trade and service businesses. It covers the full job lifecycle: capturing enquiries, creating quotes, scheduling work, tracking time and materials on site, managing subcontractors, and generating invoices. The mobile app is central to the experience, letting tradies manage jobs from the field. It also includes compliance forms, basic CRM features, job costing reports, and even a simple website builder. The target market is small-to-medium trade businesses including electricians, plumbers, HVAC technicians, builders, cleaners, and similar service trades. It operates across Australia, New Zealand, the UK, Ireland, Canada, South Africa, and the US.

Tradify uses per-user monthly pricing with a few tiers. The entry-level plan sits around $29-45 per user per month covering core features like job management, scheduling, and invoicing. The mid-range plan at roughly $49 per user per month adds quoting, reporting, and more advanced features. A higher tier around $59 per user per month unlocks the full feature set. Annual billing is available at a discount. There's a 14-day free trial but no permanently free tier. Implementation costs are generally minimal since the platform is straightforward to set up, and Tradify offers free onboarding and training.

Lock-in risk is moderate. On the positive side, Tradify supports CSV exports for most data types including jobs, invoices, quotes, timesheets, and customer records. Your accounting data lives in Xero, QuickBooks, or whichever accounting platform you use, so that's always accessible independently. On the negative side, the lack of a public API means you can't easily build automated migration tools, and operational data like job notes, photos, and detailed job history may be harder to extract in a structured format. If you decided to switch to another job management platform, you'd be looking at a manual migration process for some data. It's not a locked vault, but it's not a smooth exit either.

Tradify was founded in 2013 in Auckland, New Zealand by Curtis Bailey, an electrical engineer frustrated with the paperwork side of running a trade business. The company grew steadily over a decade, reaching roughly 20,000 customers and $17M in annual revenue across Australia, New Zealand, and the UK. In October 2024, Tradify was acquired by The Access Group, a major UK software company valued at around £9.2 billion with over 9,500 employees and 150,000 customer organisations. The Access Group has a strong acquisition track record and is financially stable, so Tradify's long-term viability looks solid. The product continues to operate under its own brand and team for now.

This is where things get tricky. Tradify does not have a publicly documented API or developer portal. Some third-party sources reference API endpoints for jobs, invoices, quotes, and contacts, suggesting that API access exists in some form, but it's not something you can sign up for and start using. The built-in integrations with Xero, QuickBooks, MYOB, and Sage handle accounting sync well and are straightforward to set up. If you need anything beyond those pre-built connections, you'll need to engage directly with Tradify's team, and the options may be limited. For businesses that just need their job management to talk to their accounting software, this isn't a problem. For anyone wanting to build custom workflows or connect Tradify to other tools in their stack, it's a significant limitation.

No publicly documented webhook support. The platform relies on built-in integrations with accounting platforms rather than offering event-driven notifications for custom development.

Tradify has decent data export capabilities. You can export enquiries, jobs, invoices, quotes, purchase orders, bills, timesheets, customer sites, suppliers, and price lists to CSV format. Reports can also be downloaded as CSV files compatible with Excel and Google Sheets. On the import side, Tradify supports CSV imports for supplier price lists, supplier information, customer sites, and bills. You can also request a full data export or complete account deletion through their support team. The accounting integrations mean your financial data is always mirrored in your accounting platform, which provides a natural backup. Overall, you can get your core data out, but some operational data and job history may require manual export work.

Poor, frankly. There's no public API documentation, no developer portal, no sandbox environment, and no self-service integration tools. The help centre is focused entirely on end-user support. If you're a developer trying to build something with Tradify, you're starting from scratch with no official resources. The built-in accounting integrations work fine, but they're configured through the app's UI, not through code. This isn't a platform that was built with third-party developers in mind.