Trade Business Automation Tradify
Connect Tradify with accounting and communication systems for streamlined trades business operations. From quotes to invoices, automate your workflow.
Why Integrate Tradify with Your Business Systems?
Quote to Invoice
Accepted quotes become invoices automatically, synced to your accounting system.
Job Costing
Track materials, labor, and profitability with accounting integration.
Customer Sync
Keep customer data synchronized between Tradify and other systems.
Popular Tradify Integration Solutions
Connect Tradify with your entire business ecosystem
Tradify + Xero
Complete job to accounting integration
- Invoice sync
- Customer sync
- Payment tracking
Tradify + Communication
Automate customer notifications
- Job updates
- Quote follow-ups
- Review requests
Tradify + Suppliers
Connect with supplier systems
- Price updates
- Order automation
- Stock tracking
Systems We Connect with Tradify
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 receivedCommon 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 optimizes 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 optimized based on response patterns.
Materials Ordering Bot
AI monitors upcoming jobs and suggests materials ordering. Groups orders across jobs to minimize supplier runs. Can integrate with supplier systems for automated ordering.
Cash Flow Forecasting
AI analyzes job pipeline and payment patterns to forecast cash flow. "Based on current quotes and jobs, expect $45K revenue next month." Helps with business planning.
Integration Prerequisites
Before starting your Tradify integration, ensure you have:
- Tradify account (any plan - API access varies)
- Tradify API access (contact Tradify support for API credentials)
- OAuth or API key authentication configured
- Xero or MYOB connection for accounting sync
- Customer matching strategy (email or name)
- Tax code mapping for GST handling
- Understanding of Tradify's quote → job → invoice flow
Common Issues & Solutions
Invoice not creating in Xero
Customer not matching
Labour rates incorrect
Materials markup not applied
Progress invoices creating issues
Frequently Asked Questions
How is Tradify different from ServiceM8?
Does Tradify work for larger trade businesses?
Can Tradify handle variations and progress claims?
How does Tradify mobile work with integrations?
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