15 años ayudando a las empresas mexicanas
a elegir el mejor software
Sobre Tradify
Tradify es un software de gestión de servicios externos creado para empresas de servicios y oficios. Cotizaciones, cronograma, seguimiento y facturación sobre la marcha.
Extremely intuitive to use, aesthetically pleasing layout, seamless integration with our accounting software.
Also the software slows up on big jobs which is frustrating.
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Radical Tradify
Comentarios: Really helpful. Gave me an extended free trial period. Are very fast to call back wroth over the phone support. I'm not moving any time soon. Love this tooll and the company.
Puntos a favor:
Yes a great tool. I use it daily to quote and invoice my jobs as a Data Cabler. T connects with my suppliersso my invoices are costed correctly. I'm a happy camper. The mobile app is 100%functional. So I can invoice customers on the job if I need to and take payment via credit card via stripe. Easy.
Contras:
It's a pretty gripe but they are in new Zealand so that's an issue I suppose. Since I'm an Aussie. Lol.
Alternativas consideradas:
Island Electrics Ltd - How Tradify is helping the company to keep moving forward!
Comentarios: As stated Tradify is really aiding us to push the company forward and progress to where we want it to be, the guys on jobs like the fact that its there on there phones/smart devices meaning that timesheets don't need to be submitted at the end of the week as it previously was. The integrated invoicing system is really good as well. On the whole Island Electrics Ltd are very happy with Tradify
Puntos a favor:
The fact that its there on everyone's smart phones/devices. Its instant in terms of updating tasks/jobs
Contras:
The software is amazing and continues to help push the company forward, however we do feel that the reports that are included in the software aren't what we use on a daily,weekly or monthly basis. Also the software slows up on big jobs which is frustrating.
Fairly Easy to use, some good features, requires more development
Puntos a favor:
Saves time quoting and invoicing, layout of invoice looks good, the app is easy to use so the guys in the field don't struggle with how to use it.
Contras:
when sending emails from tradify the invoices at the bottom say sent from Tradify, i get that its a bit of free advertising for Tradify but I think it looks unprofessional from our point of view, you can download invoices and documents and send your usual way but that does take longer. Doesn't get updated very regularly I used a competitors software for a while (doesnt integrate with MYOB essentials which is why i stopped) and they did regular improvements every month. doesn't integrate with other calendar programs like google calendar. kits which i like where you basically put together regular things that you do ie install a double Power point, but you cant do this on invoices. Pages on the app do take a long time to load and a big downfall no offline access to the app.
Ease of use, Value for money
Comentarios: Overall it is a great product, with all the features I required, at an affordable price.
Puntos a favor:
Ease of job tracking, notes feature is great, quoting, invoicing, its all straight forward
Contras:
Would be nice for it to be able to save when out of reception and update itself when you get back into reception
Tradify
Comentarios: We have loved using Tradify and have had a great experience with the team. Tech support is great too!
Puntos a favor:
Tradify is an easy to use all in one software for small to medium size companies. We found it quick and easy to learn and most things are self explanatory to figure out.
Contras:
The scheduler gets very busy when you get past a certain number of employees making it harder to see the workloads at a glance. However, you can use filters to view the day another way to see what's going on day by day.
Job Service Management and Quoting
Comentarios: Brilliant love it
Puntos a favor:
ITs easy to use, integrates with Xero, easy to add materials to your catalogue through supplier CSV files
Contras:
Id like to see future expansion on the service reports and being able to attach a image next to each task you have completed.
New user
Comentarios: Been great so far no complaints.
Puntos a favor:
Easy to use! Customer support and help setting up was amazing!
Contras:
Is too expensive as you need to pay per user. Costing me double the price of servicem8 but they are identical software.
Great product
Comentarios: Simple quotes, easy invoicing
Puntos a favor:
The ease of quoting and flexibility of use and the easy integration into my accounting software
Contras:
Few small glitches as I work through the different areas but I have found help is always available.
Tradify for small business
Comentarios: It has helped us a lot with client management and client communication and scheduling workers on sites. They can see instantly on their phone what the job is and I don't need to send out weekly individual emails with address and jobs.
Puntos a favor:
We are very happy we can keep all our clients data, quotes and scheduling on one system where everyone can see. We are not using the billing as yet but that is another stage for us. We wanted to get everyone used to it first.
Contras:
No specific dislikes as yet but sometimes sent quote shows as opened and viewed by the customer when they didn't even received it.
Alternativas consideradas:
M P Electrical
Comentarios: its changed my business and improved it for the better
Puntos a favor:
The product is a very simple format, easy to use and understand. Easy to log and enter details
Contras:
More control of reminder emails re open approved documents in case of mistakes or amendments
Why does it need a title.
Comentarios: I am using it to try get myself organised, I have found myself being more organised since starting using the software, just need to make it a habit to use it constantly at each job instead of thinking, I will input that later.
Puntos a favor:
I really am still in the very early stages of learning the ins and outs of it.
Contras:
I would like to be able to receive alerts on my phone for jobs or appointments. The software allows me to double book my time, which seems strange, if I try to schedule an appointment that overlaps an already scheduled appointment, it should alert me, and not allow it. Perhaps this one, is something I am doing wrong, but If i make a kit, and want it at a certain billing rate, it always appears in my quote as the Standard billing rate.
Respuesta de Tradify
hace 5 años
Hi Wade Thanks you very much for your feedback especially from a new user like yourself. We're so thrilled to hear that Tradify has helped you get more organised, and it definitely helps replacing pen & paper with Tradify wherever you go. Thank you also for letting us know your recommendation/request on how to improve on our platform. The ability to receive alerts to prevent double booking is something we can take onboard into our list of continuous improvement for our platform. However the issue you're having with special billing rate appearing in your quotes is something we can help you with. Could you please contact our support team (support@tradifyhq.com) so we can show you how to get this working the way you need it to be? thanks again for your review. Kind Regards Tradify
Absolutely essential to our business
Comentarios: We searched for a software. We were weroring jobs Down in a book and were not keeping up to date on reporting and invoicing. Once we our popularity grew and couldn't handle the hard written process, tradify stepped in an automated everything.
Puntos a favor:
Quoting, invoicing, job creation, reports with pictures, links to Xero for accounting
Contras:
I'd like the invoicing to have a coat of sales and cost to client feature just like in the quoting section
Tradify has contributed to a huge reduction in my workload, my office is now virtually paperless
Comentarios: Administrative & Bookkeeping work has minimised substancially.
Puntos a favor:
I like that the bulk of administrative work is done outside the office by the technician on the road, being a business that is primarily a cash based business where cash is collected on site and receipted on site, that means minimal document handling in the office.
Contras:
There's not much I don't like about the software the only think I would like is more flexibility when emailing to clients, being able to choose from multiple emails stored in customer files and also being able to select from a number of internal company emails when sending documents.
Tradify changed how we operate
Comentarios: this has changed how we operated before. scheduling each staff member the night before so they know where they are heading. We can pull up a report with photos, hours etc from anywhere.
Puntos a favor:
Tradify enables us to keep everything together from Quoting to invoice, back costing and a record of each job completed
Contras:
not being able to send our customer a report with photos etc
Employee of the year
Comentarios: We have been using Tradify for 2 years now, with easy to use interface, on the fly processing, job tracking and more allows us to spend more time ensuring jobs are done right than getting caught up in the office the whole day with mountains of paperwork.
Puntos a favor:
Cloud based allows us to work from any location, updating pricing and cost tracking in real time. Easy to use app and online interface.
Contras:
Limited to data connection.
Job Management Made Easy
Comentarios: I use Tradify everyday, it makes my days run so much easier to plan my week and keep everything organised, I run a locksmith business and time management is extremely important. planning jobs and appointments doing quotes and being
Puntos a favor:
Planning jobs/appointments, being able to sync with my accounting software and the ability to do quotes and track job history :)
Contras:
Not any cons that I can think of.
Tradify Streamlined
Comentarios: Tradify has been great for invoicing and job scheduling. The new platform is set to improve things further. Job scheduling is made easy as the job goes straight to the phone of the tradie and notifies them of where to next. Invoicing is made easy as the tradie enters his time as he goes so no more waiting for timesheets. Stock on board is also added at point of sale therefore no more forgotten/lost stock. Admin then adds the extras straight from supplier and the job is almost done. Then entered on invoice screen and email off it goes. Easy to check on the overdues end of each month as they are separated.
Puntos a favor:
easy to use, simple format, dashboard has useful info, help desk awesome, fast to reply and helpful.
Contras:
Not to much just little things, that get sorted if able to.
Essential tool in our business operation
Puntos a favor:
The way that we can easily and accurately manage our workload from enquiries through to invoicing stage.
Contras:
There are a few simple things which would be logical to improve upon eg: updating of the pricelist as costs are amended at invoicing stage.
Great for keeping track
Puntos a favor:
Excellent scheduler. Easy navigation with multiple ways to arrive at the correct screen so its user friendly
Contras:
Gets quite slow at peak times. Price continues to rise to the point where ill be shopping around soon
Easy to use software. Very happy with the customer support.
Comentarios: I can run my entire company through Tradify. From customer creation, to job programming to scheduling all the way to invoicing. It does it all.
Puntos a favor:
Its easy to use. Everything I need is all there. I can create jobs, customers, quotes and invoices all on the one system.
Great software and excellent support!
Comentarios: Can’t fault the experience, really impressed with the continual improvements.
Puntos a favor:
It has everything you could possibly want to run the heart of your business.
Contras:
It can be difficult to learn from scratch.
Great way to improve profitability
Comentarios: Really has helped me keep a track on time and costs. This alone pays for the subscription
Puntos a favor:
The fact that I can easily use it on whatever platform - phone, tablet & desktop. Integrates with our accounting software to improve billing.
Contras:
A bit clunky when it comes to the front end - creating estimates
Katons Review
Comentarios: Brilliant
Puntos a favor:
Its Easy to use and explain to new employess
Contras:
The Cost - is not super expensive but could be less for extra users.
Tradify has simplified life for me!
Comentarios: I was finding myself spending too much time entering the same information into different spreadsheets, documents etc. I can now create a professional looking quote much easier, track quotes, transfer them to jobs, which I can assign to employees, track their time/materials better, then transfer that to a professional looking invoice easily. I love Tradify, and the customer support is great! They look for feedback to improve the product. Very satisfied and would/have recommend product to other colleagues.
Puntos a favor:
Simple to use, but yet the abilities are complex. It save s alot of time, and money, while keeping things organized.
Contras:
Not much. I don't like that the accounting side doesn't really accomodate with the 2 popular Canadian Accounting software platforms (Sage/Simply Accounting, Quick books). Seems more Australia/New Zealand Based) Naturally. I will create a small list of features I would like to see in the software and send to you.
Great App!!!
Comentarios:
I've looked at so many similar kinds of apps it's ridiculous. I've passed on so many for so many different reasons. Tradify was the one that made me stop looking.
With the two week trial I was able to see that it had every feature I needed, and the easy setup and continual use is excellent.
I'm a small business with only myself in the business, but even I can see how beneficial it is to a team for tracking time, expenses etc.
The best thing about it is the ease and speed of being able to add a new job, add notes/costs/times/details and then turning the costs into invoices so easily.
Fantastic app, well done Tradify!
Puntos a favor:
Quick set up and recording of times, costs, meetings etc. Tradify on a desktop browser looks great too. Clean layout and easy to navigate.
Contras:
I think the iOS app needs a bit more work. Yes it's functional, but design wise I think it could be better. Everything looks enlarged and blown up on the app, not particularly pretty