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Description
Trade & Service based businesses - Electricians, Plumbers, HVAC, Painting, Building & Contraction, Service Technicians, IT, Installers, Appliance Repair, Property Maintenance, Solar, Landscaping
Description
Utilize a comprehensive workflow system designed to oversee projects from the initial bid proposal all the way through to the final payment stage. Create distinct dashboards tailored for Estimators, Project Managers, Foremen, and Accounting departments. Facilitate the assignment and monitoring of tasks and follow-ups among colleagues within your organization. Establish a catalog of frequently used products, services, and standard pricing to expedite the bidding process. Retrieve customer contacts, job notes, and pertinent information seamlessly from each project. Enhance the flow of communication regarding customer inquiries between office staff and field workers. Analyze and review the performance metrics of individual estimators as well as the overall efficiency of the company. Gain insights into the conversion rates across different sectors, such as Residential, General Contractors, Public Works, and more. Personalize reporting parameters and output formats, including pie charts and trailing twelve months data. Simplify labor reporting for job costing and ease the submission process to payroll providers. Minimize administrative workload and data-entry mistakes while enhancing accountability for timesheets. Additionally, ensure that all team members stay informed and aligned throughout the project lifecycle to foster collaboration and efficiency.
API Access
Has API
API Access
Has API
Integrations
MYOB
QuickBooks Online
QuickBooks Online Advanced
Shift
Xero
Integrations
MYOB
QuickBooks Online
QuickBooks Online Advanced
Shift
Xero
Pricing Details
$47/month/user
Free Trial
Free Version
Pricing Details
$40 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Tradify
Founded
2013
Country
New Zealand
Website
www.tradifyhq.com
Vendor Details
Company Name
Workman's Dashboard
Country
United States
Website
workmansdashboard.com
Product Features
Electrical Contractor
Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management
Electrical Estimating
Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
HVAC
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Plumbing
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
Product Features
Construction Management
Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets