Tradify Pricing and Features: An Honest Review

If you are running a trade business in the UK — electrician, plumber, gas engineer, HVAC contractor, builder, or property maintenance — there is a very good chance you are managing jobs on WhatsApp, quoting by text message, and invoicing from a Word template when you finally get around to it.

You already know this is costing you. Jobs slip through the cracks. Invoices go out late — or not at all. Customers go cold because you forgot to follow up. And you are doing admin at 9pm when you should be done for the day.

Tradify is a cloud-based job management platform built specifically for UK trade businesses. It handles everything from your first customer enquiry through to the final invoice — and syncs it all with Xero automatically. Rated 4.8 out of 5 from more than 9,000 verified reviews, it is the most widely used trade business software in the UK.

Through MoneyZoe, you can start a 14-day free trial with no credit card required — and if you decide to subscribe, you get 50% off for your first three months. That brings the entry-level Lite plan down to £17 per user per month. At that price, one saved invoice pays for six months.

Tradify Review Summary

Best For: UK sole traders — electricians, plumbers, gas engineers, HVAC, builders, property maintenance — who are ready to replace paper, WhatsApp, and spreadsheets with one mobile-friendly system
Main Pro: An all-in-one platform built exclusively for the trades — quoting, scheduling, invoicing, timesheets, digital certificates, and Xero integration in a single app that works from the van
Main Con: Per-user pricing means costs scale with team size; AI features (SmartTools) and digital certificates are exclusive to the Plus plan (£44/user/month)
Free Trial: 14 days free — no credit card required
Standard Price: From £34/user/month (Lite plan)
Exclusive Offer: 50% off for 3 months — only via MoneyZoe
Offer Price: From £17/user/month for 3 months
Rating: 4.9/5

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What Is Tradify?

Tradify is a Software-as-a-Service (SaaS) platform — which means it lives in the cloud and you access it from any device: desktop, tablet, iPhone, or Android. You are not tied to one computer in the office. You can use it from the van, from a job site, or from your kitchen table.

It sits in a category called Field Service Management (FSM) software — tools designed to help businesses that send workers out to customer locations manage their entire operation digitally. Unlike generic project management tools built for office workers, Tradify was designed from the ground up for the trades. The terminology, templates, workflows, and features reflect how trade businesses actually work.

Tradify is used by sole traders and by teams of up to around ten people across electrical, plumbing, gas, heating, HVAC, property maintenance, and general building.

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Who Is It Built For?

Tradify is designed for UK trade business owners who are dealing with one or more of the following problems:

• You are juggling multiple apps, spreadsheets, and notebooks to run your business — and instead of making life easier, it is creating more confusion
• Jobs are being booked on paper or in your head, and things are slipping through the cracks
• Your quotes go out by text message with no way to know if the customer has even read them
• Invoices go out late — or not at all — because you forget or run out of time
• You are chasing payments manually when customers should be able to pay you directly from their invoice
• You are doing hours of admin in the evenings instead of spending time with your family
• Your business records are a mess and an audit would be stressful
• You already use Xero for accounting and want it to connect seamlessly with your job management

Tradify is not designed for large enterprises, non-trade businesses, or businesses that need bespoke CRM or complex project management. If that is you, this is not the right tool. But if you are a UK tradesperson running one to ten staff and you are still on paper and WhatsApp, this is almost certainly the most impactful software you could add to your business.

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Tradify Features: What It Actually Does

Here is a breakdown of Tradify’s key features, what problem each one solves, and what to watch out for.

1. Job Management — The Core of Everything

At the centre of Tradify is its job management system. You can create, view, edit, and delete jobs from any device. Each job holds all the relevant information — customer details, location, assigned staff or subcontractors, notes (text and photo), cost tracking, timesheet entries, and status updates.

The dashboard gives you a live view of today’s jobs and what is scheduled ahead, so you always know what is on. There is also a live job map that shows your team’s active locations in real time.

On the Pro and Plus plans, you can add recurring jobs — critical for businesses that carry out regular maintenance contracts or repeat work types.

The result: you always know what is happening, who is doing what, and nothing falls through the cracks.

2. Quoting and Estimating — Win More Work, Faster

Tradify’s quoting system lets you create and send professional, branded quotes from any device — including from the van before you have even driven away from the initial survey.

One of Tradify’s standout features is real-time quote open-tracking: the system alerts you the moment a customer opens your quote email. This means you can follow up at precisely the right moment, rather than guessing or sending a chaser too early or too late.

On Pro and Plus plans, you can add your brand colours and logo, create quote templates, and include optional line items that customers can accept or decline. The Plus plan also adds AI-powered quoting via SmartTools and automated quote reminder emails and text messages.

The result: faster, more professional quotes that go out the same day — and the intelligence to follow up at exactly the right moment.

3. Invoicing — Get Paid Faster

Tradify’s invoicing tools let you raise invoices on-site, at the point of job completion, rather than waiting until you get back to the office. Smart invoices can chase their own payment — the system sends automated payment reminders so you do not have to.

Online and credit card payments are supported across all plans, meaning customers can pay directly from the invoice. The Pro and Plus plans add progress invoicing — useful for longer jobs where you want to bill in stages.

Invoices sync automatically with Xero — and Tradify also integrates with Sage and QuickBooks, so whichever platform your business runs on, you can eliminate the pain of entering the same data twice.

The result: late invoices, forgotten invoices, and the awkward payment chase — all eliminated. Cash flow improves immediately.

4. Job Scheduling — Know Where Everyone Is

Tradify includes a drag-and-drop scheduling calendar that lets you assign jobs to staff and subcontractors with a few clicks. Multiple calendar views are available, and the system integrates with Google Calendar so your team’s schedules stay in sync with whatever they are already using.

The system can send automated appointment confirmation emails and reminder text messages to customers, reducing no-shows and keeping communication professional.

The result: no more double-bookings, no more staff wondering what they should be doing, and no more customers left in the dark about when you are arriving.

5. Digital Forms and Safety Certificates — Compliance Without the Paperwork

This is one of Tradify’s most distinctive and valuable features for regulated trade businesses. The platform includes a full library of digital safety certificates and forms specific to UK trade compliance, including:

• Landlord/Homeowner Gas Safety Records
• Gas Warning Notices and Gas Breakdown Service Certificates
• Electrical Safety Certificates (EICR, EIC, PAT, and others)
• Installation, Commissioning, and Decommissioning Records (Pad 17)
• Central Heating Commissioning Certificates
• Domestic Unvented Hot Water Storage Vessel Records

These forms can be created, signed, and sent as PDFs directly from the Tradify app. It eliminates the paper certificate pad entirely — no more writing by hand, no more storing paper records, no more posting certificates to landlords or letting agents.

6. Boiler Service Reminders — Protect Your Recurring Revenue

Tradify includes automated boiler service reminder functionality, which allows gas engineers and heating engineers to automatically contact previous customers when their annual service is due. This is a passive revenue protection tool — it keeps your recurring customer base engaged without you having to manually follow up.

The result: your returning customers are reminded automatically, your recurring revenue is protected, and you win repeat business without lifting a finger.

7. SmartTools AI — Tradify’s Newest Feature

SmartTools is Tradify’s recently launched AI feature, available exclusively on the Plus plan. It harnesses AI to enable faster and more accurate quoting, cost tracking, and invoicing — taking the heavy lifting out of the paperwork side of running a trade business.

Early user feedback is positive — one reviewer from an electrical maintenance and construction business described SmartTools as making life much easier. If AI-powered quoting and invoicing is a key consideration, booking a free demo with Tradify is the best way to see it in action before committing to the Plus plan.

8. Xero Integration — Why This Changes Everything

If you are already using Xero to run your books, Tradify’s two-way sync is seamless. In practical terms, this means:

• Invoices you raise in Tradify automatically appear in Xero — no manual re-entry
• Payments recorded in Tradify move to paid status in Xero automatically
• Contacts (customers and suppliers) are shared and kept in sync between both platforms
• Bills and purchase orders in Tradify sync to Xero, giving your accountant a complete financial picture
• You can access your cash flow position in real time across both systems

The integration is included in all Tradify plans at no extra cost. For most trade businesses, this alone is worth the subscription.

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Tradify Pricing — What You Actually Pay

Tradify operates on a per-user, per-month pricing model. Here is a clear breakdown — including what the price looks like with the exclusive MoneyZoe offer applied for the first 3 months:

All plans include a 14-day free trial with no credit card required. The free trial gives you access to all features, so you can assess which plan suits your business before committing.

Is it worth the money? For a sole trader on the Lite plan at the standard £34/month, Tradify needs to save less than one hour of admin time per week at a typical trade rate to pay for itself. At £17/month through the MoneyZoe offer, the bar is even lower. At that price, almost anything you do with it is pure return.

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What Tradify Looks Like in Practice

Let’s make this concrete. You are an electrician running on your own in the West Midlands. Your current setup: jobs booked over the phone, quotes sent by text, invoices created in a Word template when you get around to it, and timesheets written on paper at the end of the week.

Here is what changes with Tradify on the Lite plan:

• A customer enquiry comes in via your enquiry form and lands directly in Tradify. You convert it to a quote in minutes from your phone, with your logo and branding, and send it by email. You get a notification the moment they open it — you follow up that afternoon and win the job.
• You schedule the job, and the customer gets an automated confirmation. A reminder goes to them the day before.
• On the day, you update the job status when you arrive and when you finish. The customer can see this without you needing to call.
• At the end of the job, you raise the invoice on your phone before you leave the car park. It goes to the customer immediately, with an online payment link. Xero sees it automatically.
• Your customer pays online that evening. Tradify updates the job to paid. Xero records it. Your accountant sees it in their Xero dashboard.

That is the real-world value of Tradify: not any single feature, but the end-to-end reduction in admin effort and revenue leakage across the whole job lifecycle.

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Tradify Pros and Cons

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Data Security and Privacy

Tradify takes data security seriously. Data is hosted on Microsoft Azure — one of the world’s leading cloud platforms — with real-time backup built in. As data is written to Tradify’s servers, it is simultaneously backed up and copied to a standby server. On top of that, Tradify runs a second set of daily backups, copying data across to Amazon Web Services (AWS) for an additional layer of protection.

Tradify also offers Two-Step Security (two-factor authentication). Whenever someone tries to log in from a new or untrusted device, Tradify sends a security code to the account’s registered mobile number — meaning even if someone gets hold of a password, they cannot access the account without also having the registered phone.

Tradify is GDPR compliant and has taken the necessary steps to meet both EU and post-Brexit UK data protection requirements. The platform relies on EU Standard Contractual Clauses when processing data outside the European Economic Area.

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Who Should Use Tradify — and Who Shouldn’t

Tradify is likely a strong fit if you are:

• A UK electrician, plumber, gas engineer, HVAC contractor, builder, or property maintenance professional
• Running a business with between 1 and 10 staff or subcontractors
• Currently managing jobs through paper, WhatsApp, or basic spreadsheets
• Wanting one single app that takes you from the first customer enquiry through quoting, scheduling, job tracking, all the way to invoicing and getting paid — without switching between tools
• Already using Xero for accounting and wanting seamless integration
• A gas engineer or electrician who needs digital compliance certificates as part of your daily workflow
• Losing revenue through forgotten invoices, slow quoting, or unbilled work

Tradify is probably not the right fit if you are:

• Running a non-trade business — Tradify is purpose-built for the trades and does not try to serve everyone
• A large enterprise with 50+ staff — the Custom plan exists, but Tradify’s sweet spot is SMEs
• Primarily reliant on QuickBooks or Sage and needing a confirmed native integration — check with Tradify before committing
• Primarily looking for a CRM, a standalone invoicing tool, or a general project management solution — while Tradify covers some of these, there are more specialist tools for each of those use cases

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Final Verdict: Is Tradify Worth It?

Tradify is the most purpose-built, practically focused trade management platform available for UK businesses in this category. It is not trying to be a generic solution for everyone. It is built specifically for the way UK trade businesses work — and that focus shows.

The combination of job management, quoting with open-tracking, on-site invoicing, scheduling, timesheets, digital compliance certificates, boiler service reminders, subcontractor management, and seamless accounting integration in a single mobile-friendly platform is genuinely difficult to replicate with separate tools.

For a sole trader or small trade business owner who is currently managing everything on paper and WhatsApp, Tradify has the potential to be genuinely transformative — saving hours of admin per week and recovering revenue that is currently slipping through the cracks in unbilled work and forgotten invoices.

The main considerations to hold in mind: the per-user pricing model means costs scale with your team, and AI features and digital certificates require the Plus plan. For most sole traders starting on the Lite plan, neither of these is an issue.

If you are tired of juggling multiple tools, losing revenue to forgotten invoices, and spending your evenings doing admin instead of switching off — Tradify gives you one single app that takes you from the first customer enquiry all the way to getting paid. Less chaos, more clarity, and hours back in your week.

✓ Choose Tradify if:

• You want one single app from first enquiry through to getting paid
• You are a UK tradesperson — electrician, plumber, gas engineer, HVAC, builder, or property maintenance
• You need digital compliance certificates as part of your daily workflow
• You already use Xero and want seamless two-way integration
• You are losing revenue to forgotten invoices, slow quoting, or unbilled work

✗ Look elsewhere if:

• You run a non-trade business — Tradify is built for the trades only
• You are a large enterprise with 50+ staff
• You primarily need QuickBooks or Sage integration and want it confirmed before committing