Key Benefits of using Tradify

Tradify is a purpose-built job management solution specifically designed for trade and service businesses. It provides monitoring of all jobs from quotes to generating invoices. It also facilitates workflow management by constant monitoring of your jobs and teams.

Quoting

Tradify allows quick and accurate creation of professional quotes for prospective projects and services.

Estimating

Users can easily generate cost estimates based on project requirements, aiding in precise project budgeting.

Invoicing

Streamlines the invoicing process, enabling prompt and organised billing for completed jobs and services.

Accounting Software Integrations

Seamlessly integrates with popular accounting software, facilitating efficient financial management and reporting.

Job Management

Provides a centralised platform to monitor, assign, and track jobs, ensuring a smooth workflow and effective task allocation.

Scheduling & Time Management

Helps optimize schedules and manage time effectively, enhancing productivity and ensuring on-time project completion.

What can you expect from us?

Strategic Plans and Business Transition Planning

We work with our clients to conduct business diagnostics to ensure all the areas of your business are covered:

• Product & Services
• Marketing & Sales
• Strategy & Finance
• People
• Systems and Processes

We review internal management systems, compare existing management systems with the requirements of relevant ISO standards, consider typical management system accreditation requirements of future potential customers and improve current systems and processes.

Business Analysis—Ratios, KPI’s

We accompany clients in the set-up of proper financial reporting and Key Performance Indicators (KPIs) including Sales, Quality, Cost, Delivery and Safety.

Cashflow Forecasts

As part of our consulting services, we prepare 3-way forecasts. The forecasts – Profit and Loss, Balance Sheet, Cash Flow – and their comparison with actuals (monthly when we meet) will provide you with a good understanding of where the money flows and how we can optimise the performance of the business (what-if analysis).

These forecasts are more commonly accepted by the banks, and it will enable us to help you to identify key areas and growth opportunities in your business.

Marketing

Our process involves the development of a marketing strategy for your company and then implementing it over a 6–12-month period.

Service offering:

• Development of marketing strategies
• Branding
• Online marketing
• Website development
• Search engine optimisation
• Content marketing
• Lead generation
• Direct marketing

Business Grants

Business grants require the submission of a form that shows a business meets the grant’s criteria before the application will be reviewed.

We are currently working with numerous businesses to assist them in gaining access to the Entrepreneurs’ Programme which offers practical support to businesses, including business advice and facilitation services to help build capacity, improve capability, extend networks and take advantage of growth opportunities in Australian and/or markets in other countries.

Team Advisory Board

Through our Team Advisory Board (TAB), we meet with them one-on-one to discuss the business respecting complete confidentiality.

We address topics such as efficiency, (un)happiness whichever way it goes, their role and expectations, team atmosphere, and their relationship with management. It helps us to find areas for improvement – processes, cost reduction, market to follow, and reasons for current performance.