Gestion des tâches mobiles et de bureau, du devis à la facturation.
4.7/5 (100 avis)Tradify est une solution de gestion des tâches qui aide les organisations à rester au fait des flux de travail en effectuant le suivi des équipes et des tâches, des devis aux factures, en temps réel. La plateforme a été construite pour les entreprises de commerce et de services telles que les électriciens, les plombiers, les CVC, le bâtiment et les travaux de construction, la peinture, les technologies de l'information, les techniciens de service, les installateurs, la maintenance, la réparation, etc.
Tradify fournit aux organisations un aperçu complet de leur charge de travail, permettant aux utilisateurs de suivre et de hiérarchiser les tâches et de rester informés des tâches attendues, en retard ou à venir. Toutes les informations sur les tâches sont accessibles au personnel de terrain et de bureau via n'importe quel ordinateur ou appareil mobile. Les fonctions de planification du personnel facilitent la gestion de la main-d'œuvre, avec un suivi de l'heure pour le temps passé sur le site, la fiche de temps, la répartition et la replanification.
Les fonctionnalités de devis permettent aux utilisateurs d'importer des listes de prix des fournisseurs pour les coûts actuels, ainsi que de comparer les coûts réels et les travaux pour lesquels un devis a été établi. Des modèles personnalisables sont disponibles pour divers travaux ou clients, y compris la création de kits permettant de citer rapidement des travaux similaires. Les utilisateurs peuvent facturer juste après le travail et transformer automatiquement les fiches de temps ou les reçus en factures.
L'intégration de la comptabilité tierce permet aux utilisateurs d'envoyer des factures directement à Xero ou à MYOB, de synchroniser des listes de prix, des clients et des contacts entre systèmes et de rapprocher des factures. Tradify est un appareil mobile optimisé pour faciliter la communication entre le bureau et le terrain. Les utilisateurs peuvent ajouter des images, des devis, des notes et des bons de commande à des travaux directement via l'application, ainsi que signer numériquement divers articles tout en étant sur le terrain.
Avantages
We cant fault this software as its built perfectly for our trade business and ensures that our field technicians can report their time and materials directly to the job and our office team are so much faster on invoicing customers! Its in real time and as we dont need a direct GPS tracker, we can still use this software to locate staff fast and effectively! I love that you can convert purchase orders straight to bills and allocate materials to the job so our office can cross check and this also makes a easier process for stock ordering and stock-take yearly!
Also love that you can save attachments straight from emails on our iphones to jobs and customer profiles. We are also using iAuditor which talks directly with Tradify for our WHS Safety Requirements- this is a huge bonus!!
Inconvénients
Would like to be able to customise our invoices a bit more but the new release is much better than previous.
Thanks Brendan! Customisable invoices are on their way with the new Tradify 2.0 release.
We came across Tradify after searching for a job management system for 4 or 5 years. Before Tradify we had a collection of different elaborate spreadsheets that had evolved over the years but they required so much time and effort for all of my staff to use and be trained in. We even went down the road of purchasing a custom made job management system, and after 18 months had paid all our money and were never delivered the system, so to have something like Tradify is amazing.
Avantages
It is an amazing platform that lets you really fit the system to your own company's needs, it is also great that all our information is accessed through one system and it is very easy to train people to use the system as it design and functionality is very intuitive.
Tradify is also very proactive in improving the software and allowing it to grow and further meet the needs that are arising as we all get deeper into using it and applying it to our businesses.
Inconvénients
The Silverlight platform that it runs upon seem to be quite restrictive, but even this is about to be upgraded.
Hey Kim! We're so happy your team @ Denmark Windows is loving the Tradify platform! Just a little heads up, we're about to launch a completely new and improved Tradify with all the same features you love + many more & the best part... no Silverlight! Whoop!
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.
Avantages
Simple to use, but yet the abilities are complex. It save s alot of time, and money, while keeping things organized.
Inconvénients
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.
I am using Tradify in three separate businesses and find using it a great experience. My time is limited and I have no patience for apps that do not deliver, Tradify is not on this list.
The seamless integration with Xero is faultless, often a sticking point with integrated apps.
I have spoken to the staff on several occasions when I have been working on out of the ordinary problems, and they have always been easy to deal with and professional.
The new format has improved the experience yet again which is a testament to the innovative attitude of the company.
Avantages
Ease of use always is a big factor in choosing tools of trade. Designing systems that are both instinctive and functional is never an easy task, Tradify has done this well.
Flexibility to correct entries is also important.
Inconvénients
Having to be online to use the software. Would be great to have the ability to work offline and then sync.
So far our experience with Tradify has been positive. We run a small plumbing company and use this app to track our jobs from start to finish. It links up with our accounting system which is great. When we have provided feedback to Tradify on improvements, they have always responded and most of these have been included in the latest software update. It's good to know they are constantly looking to improve the software for the end users (us). When ever we have had a question regarding how to do something in Tradify (which isn't often, as it is very user friendly), their customer service has responded in a very timely manner.
Avantages
- user friendly
- efficient and effective for our business
- customer service is great
- updates occur to improve the software
Inconvénients
- not being able to select multiple status' to view jobs - currently you can only select one status at a time to view
Voici quelques-unes des questions fréquentes sur Tradify.
Types de licences disponibles pour Tradify :
À partir de: 35,00 $AU/mois
Type de licence: Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de Tradify.
Utilisateurs habituels du logiciel Tradify :
Auto-entrepreneurs, Entreprises de taille moyenne, Non Profit, Administration publique, PME
Langues dans lesquelles Tradify est disponible :
anglais
Types de licences disponibles pour Tradify:
Abonnement
Appareils pris en charge par Tradify :
Android, iPhone, iPad
Applications s'intégrant à Tradify :
Linxio, MYOB Essentials, MYOB Essentials, QuickBooks Online, Xero, Xero
Ressources d'aide disponibles pour Tradify :
FAQ, Base de connaissances, Support en ligne, Tutoriels vidéo
West Coast Refrigeration is a trade business that previous used Simpro and were converted once we found Tradify due to its ease of use, affordability, mobile functionality and outstanding customer support!