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.

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.

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

1300 779 529

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