Tradify review
Great for tight budgets
Independently reviewed by the HVAC Software Hub team. Last checked July 2026.
Tradify is a job management app built for small trade businesses: electricians, plumbers, HVAC contractors, and other field-service teams running roughly 1 to 20 people. It bundles the day-to-day paperwork of a trades business into one place, quoting and estimating, scheduling and dispatch, timesheets, job tracking, purchase orders, and invoicing, then syncs the money side straight into your accounting package.
Unlike heavier field-service platforms such as ServiceTitan or Simpro, Tradify does not try to run an enterprise. It is deliberately lightweight, quick to set up, and priced per user, which makes it a common pick for sole traders and small crews who want to stop quoting from a notepad without committing to a long implementation. The trade-off is depth: it leans on Xero or QuickBooks for real accounting and keeps its own reporting and inventory features fairly basic.
Who Tradify is for
Tradify fits sole traders and small trade teams, typically under ten people, who want quoting, scheduling, timesheets, and invoicing in one app without a long onboarding. It suits residential and light commercial service work where jobs are short and the crew is small. It is a weaker fit for larger HVAC firms that run complex service agreements, need deep custom workflows and fields, or want serious inventory control and dashboard-level reporting. Companies at that size tend to outgrow it and look at Simpro, Commusoft, or ServiceTitan.
Strengths and limitations
What it does well
- Genuinely fast to set up and learn, which is why it is popular with sole traders and small crews who do not want a multi-week implementation.
- Two-way accounting sync with Xero and QuickBooks Online means invoices, bills, payments, and customer records flow both directions automatically instead of being re-keyed.
- Priced transparently per user with published tiers and a full-access 14-day free trial that needs no credit card, so you can test it before paying.
- Covers the core trades workflow end to end in one app: quoting, scheduling, timesheets, purchase orders, job tracking, and invoicing.
- Regional accounting coverage beyond the basics, adding MYOB in Australia and New Zealand and Sage in the UK and Ireland.
- Higher tiers add practical extras like recurring jobs, appointment reminders, progress invoicing, and job service reports.
Where it falls short
- Inventory is minimal: you cannot track total stock levels or get low-stock reorder alerts, so parts have to be checked manually.
- The mobile app draws repeated complaints for slow page loads and crashes, notably when entering timesheets in the field.
- There is no offline mode, so techs in areas with poor mobile signal cannot reliably work in the app.
- Reporting is shallow: reviewers want customizable dashboards and per-employee or per-project breakdowns without exporting data first.
- Document and invoice customization is limited, and users report you cannot easily merge multiple invoices into one.
Tradify pricing
Tradify is priced per user per month across three published tiers (USD): Lite at about $47, Pro at about $51, and Plus at about $61, with a Custom quote-only tier for larger needs. Lite covers core job management, scheduling, quoting and invoicing, and accounting sync. Pro adds custom branding, job photos and files, recurring jobs, appointment reminders, progress invoicing, timesheets, and subcontractor scheduling. Plus adds purchase orders, bulk invoicing, kit bundles, job tasks, service reports, AI SmartTools, and advanced reporting. No setup or implementation fee is charged, and an Instant Website add-on is about $12/month. A 14-day full-access free trial requires no credit card; regional pricing applies in NZD, AUD, and GBP.
Integrations
- Xero
- QuickBooks Online
- MYOB AccountRight
- MYOB Essentials
- Sage (UK and Ireland)
- Stripe
- Google Calendar
Verdict
Tradify is a strong, low-friction choice for sole traders and small trade teams who want to replace paper quotes and spreadsheets fast and already run Xero or QuickBooks. If you are a growing HVAC firm that needs real inventory control, deep reporting, complex service agreements, or reliable offline field work, you will likely outgrow it and should look at Simpro, Commusoft, or ServiceTitan instead.
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