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What is Tradify?

Businesses focused on trade and services encompass a variety of fields, including electricians, plumbers, HVAC specialists, painters, builders and contractors, service technicians, IT professionals, installers, appliance repair services, property maintenance, solar energy providers, and landscaping experts. Each of these sectors plays a crucial role in maintaining and improving both residential and commercial properties.

What is Service365?

Service365, utilizing the exceptional Dynamics 365 Business Central platform from Microsoft, serves as a comprehensive solution for managing field service operations. It consolidates the management of customers, quotes, jobs, and purchases into a single, streamlined interface. You can easily outline a quote for customer consent and generate a quote worksheet. Your field service personnel can be organized efficiently. It minimizes complexities in project oversight and cost management. You can acquire materials and associate them with timesheets, ensuring that all expenses tied to purchase orders are confirmed before commencing any job. Once you have customer approval, invoices can be generated seamlessly. This all-encompassing platform incorporates the advantages of Customer Relationship Management (CRM) within one cohesive system. Service365 offers an effortless method for clients to monitor their contact information, transactions, communications, and invoices. Its user-friendly yet powerful design ensures an enhanced experience. With a strong focus on your client's success, you can effectively plan resources and client engagement for both the present and future. By leveraging this all-in-one platform, businesses can optimize their field service management and drive better outcomes.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
MYOB
Shift
Xero

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced

API Availability

API Availability

Pricing Information

$47/month/user
Lite: 1-3 users, from $47/user, per month
Pro: 4+ users, from $38/user, per month
Plus: 10+ users, price on request
Free Trial Offered?

Pricing Information

One-time onboarding fee
Ongoing subscription per user
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Tradify

Date Founded

2013

Company Location

New Zealand

Company Website

www.tradifyhq.com

Company Facts

Organization Name

Service365 Inc.

Date Founded

2019

Company Location

Canada

Company Website

service365.com

Categories and Features

Electrical Contractor

Not specified

Electrical Estimating

Not specified

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

Paving and Asphalt

Not specified

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

Not specified

Subcontractor

Not specified

Tradesman Job Management

For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Electrical Estimating

Billing & Invoicing
Change Orders
Project Management
Quotes / Proposals

Field Service Management

Billing & Invoicing
Contact Database
Customer Database
Dispatch Management
Inventory Management
Mobile Access
Quotes / Estimates
Scheduling
Service History Tracking
Work Order Management

HVAC Estimating

Billing & Invoicing
Labor Rates
Quotes/Proposals
Scheduling

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