Tradify setup, migration & training
Get Your Jobs Organised. Get Your Evenings Back.
Tradify Setup, Migration & Training for Australian Tradies
Still writing quotes after dinner or hunting through messages for job details?
Office Shed helps you get Tradify set up around your business, so quoting, scheduling, job tracking and invoicing are easier for you and your team to manage.
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Official Tradify Partner
- Quotes, jobs and timesheets set up
- Customer data migration
- Training and three-month retainers
Quote to invoice
A Practical Way to Stay on Top of Your Jobs
Tradify brings the everyday jobs of running a trade business into one app, in the office and on the tools. It suits sole traders and small, growing teams who want a clearer way to manage work from quote to invoice.
Keep Quotes Moving
Use your price lists and templates to prepare quotes, then turn accepted quotes into jobs.
See Who’s Working Where
Schedule jobs with a view of your team’s workload. Move work as plans change and keep job details together.
Capture the Details on Site
Record timesheets, notes and photos against the job from a phone. Give the office the information it needs to prepare the invoice.
Connect Your Accounting
Connect Tradify with your accounting package to reduce double handling of invoicing and payment information.
Your setup
Get Tradify Set Up for the Way You Work
Office Shed is an official Tradify Partner. With more than 13 years’ experience working with tradies and their job management systems, we understand the details that make a setup useful day to day.
Standard Account Setup Includes
- General business settings
- Quote, invoice and job templates
- Price lists and supplier settings
- Email templates and reminders
- Job forms and checklists
- Staff, permissions and timesheet settings
- Connection to your accounting package
- Customer data migration
- Training
Need something more involved? We can scope a tailored project around your business.
Training
Learn the System as You Set It Up
If you want to manage the account yourselves, a training retainer lets you work through the setup with us in joint sessions.
You and your team learn how to use Tradify while working on the account you’ll use each day.
Support
Already Using Tradify?
Bring us the part that’s slowing you down. We can help with custom forms and templates, automations, data migration, integrations, team training and a review of your current setup.
Three-month support retainers are available in blocks of 3, 5, 7, 10 or 15 hours, so you can access support as you need it within the retainer.
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Who it suits
Built for Small Teams with Plenty to Do
Electricians and plumbers can keep quotes, call-outs, notes and invoices together. Builders and carpenters can organise timesheets and materials for smaller projects. HVAC teams can schedule installations and servicing with customer history at hand.
If you’re moving from paper, spreadsheets or scattered messages, we can help you make the change and train the people who will use the system.
Free trial
Still Exploring Tradify?
See how the platform works before deciding on your setup.
Visit the Tradify website at tradifyhq.com.
Get in touch
Tell Us Where You Need a Hand
Starting from scratch, moving from another system or improving your current account? Tell us a little about your business. Our team will review your enquiry and discuss the right Tradify support for you.
Call now
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