Harvard-Educated Tradify Experts | FT Fast 500

Trade Business Automation Tradify

Connect Tradify with accounting and communication systems for streamlined trades business operations. From quotes to invoices, automate your workflow.

Trades

Built for

Quote

to Invoice

Job

Management

Mobile

First

Automate Your Tradify Integration View Integration Options

Why Integrate Tradify with Your Business Systems?

Quote to Invoice

Accepted quotes become invoices automatically, synced to your accounting system.

Job Costing

Track materials, labour, and profitability with accounting integration.

Customer Sync

Keep customer data synchronized between Tradify and other systems.

Systems We Connect with Tradify

Xero

MYOB

QuickBooks

Mailchimp

Stripe

Plus 100+ more systems - if you use it, we can integrate it with Tradify

How Tradify Integration Works

Connect Your Systems

We securely connect Tradify with your other business applications using official APIs and best practices.

Map Your Data

Configure how data flows between systems - which fields map where, what triggers sync, and business rules.

Automate Forever

Once configured, data flows automatically 24/7. Monitor with dashboards and alerts for complete peace of mind.

Data Flow Architecture

Here's how data flows between Tradify and your connected systems:

┌─────────────────┐     ┌──────────────────┐     ┌─────────────────┐
│    Tradify      │     │   Integration    │     │      Xero       │
│   Job Mgmt      │────▶│     Engine       │────▶│   Accounting    │
└─────────────────┘     └──────────────────┘     └─────────────────┘
        │                        │                        │
        │                        ▼                        │
        │               ┌──────────────────┐              │
        │               │   Job Process    │              │
        │               │  • Quote lines   │              │
        │               │  • Labour/mats   │              │
        │               │  • Customer sync │              │
        │               └──────────────────┘              │
        │                        │                        │
        ▼                        ▼                        ▼
   ┌─────────┐            ┌─────────────┐          ┌──────────┐
   │  Job    │            │  Invoice    │          │ Payment  │
   │Complete │            │  Creation   │          │  Status  │
   └─────────┘            └─────────────┘          └──────────┘

Example: Tradify Quote Accepted → Job → Invoice → Xero
═══════════════════════════════════════════════════════════════
1. Create quote in Tradify with materials and labour
2. Customer accepts quote (via link or verbally)
3. Quote converts to job, work begins
4. Tradies log time and materials via mobile app
5. Job marked complete triggers integration
6. Invoice created in Xero with line items:
   - Materials with quantities and markup
   - Labour hours at configured rates
   - GST calculated per item taxability
7. Customer synced to Xero if new
8. Payment recorded when received

Common Field Mappings

Source Field	Target Field	Notes
customer.name	Contact.Name	Customer/company name
customer.email	Contact.EmailAddress	Primary matching field
job.description	Invoice.Reference	Job description for reference
quote_lines[].description	LineItem.Description	Line item description
quote_lines[].quantity	LineItem.Quantity	Quantity
quote_lines[].unit_price	LineItem.UnitAmount	Unit price with markup
quote_lines[].is_taxable	LineItem.TaxType	true → OUTPUT2 (GST)
job.job_number	Invoice.Reference	Tradify job number

Example API Response

Sample data structure when syncing from Tradify:

// Tradify Job Data (conceptual - API structure varies)
{
  "id": 12345,
  "job_number": "JOB-2024-0156",
  "customer": {
    "id": 6789,
    "name": "John Smith",
    "email": "john@example.com.au",
    "phone": "0412345678",
    "address": "123 Main St, Melbourne VIC 3000"
  },
  "description": "Bathroom renovation - full refit",
  "status": "completed",
  "created_date": "2024-11-01",
  "completed_date": "2024-11-15",
  "quote_total": 12500.00,
  "invoice_total": 13200.00,
  "line_items": [
    {
      "type": "material",
      "description": "Vanity unit - stone top",
      "quantity": 1,
      "unit_cost": 1800.00,
      "markup_percent": 20,
      "sell_price": 2160.00,
      "is_taxable": true
    },
    {
      "type": "labour",
      "description": "Installation labour",
      "hours": 16,
      "hourly_rate": 85.00,
      "total": 1360.00,
      "is_taxable": true
    }
  ]
}

AI & Custom Integration Examples

Beyond system-to-system connections, we build custom AI solutions and interfaces powered by Tradify data.

AI Quote Generator

Tradie describes the job, AI generates a detailed quote from historical pricing data. "Bathroom reno, remove old, new vanity and shower" → AI creates itemized quote based on past similar jobs. Speeds up quoting significantly.

Job Profitability Dashboard

Real-time dashboard showing job profitability by comparing quoted vs actual labour and materials. Identifies which job types are most profitable and which quotes need adjustment.

Smart Scheduling Assistant

AI optimises job scheduling considering travel time, job duration, and tradie skills. "Schedule these 5 jobs for this week" → AI creates efficient route and assigns to appropriate team members.

Automated Customer Follow-up

AI sends automated communications: quote follow-ups, job booking confirmations, completion notifications, and review requests. Timing optimised based on response patterns.

Materials Ordering Bot

AI monitors upcoming jobs and suggests materials ordering. Groups orders across jobs to minimise supplier runs. Can integrate with supplier systems for automated ordering.

Cash Flow Forecasting

AI analyses job pipeline and payment patterns to forecast cash flow. "Based on current quotes and jobs, expect $45K revenue next month." Helps with business planning.