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A long long time ago (30 years) we wrote a programme to track and trace all of our Straton Electrical job cards.

It served us well until our needs became a bit more demanding.

As tradesmen we all know that time is money and that we all have those jobs that slip through the cracks only to be invoiced much later or, horror of horrors, are not invoiced at all.

We all know how time consuming it is to assign jobs, track them, chase job cards, manage projects, invoice the client and chase for payment.

Suffice to say – Straton Electrical has tried many different solutions over the past 30 years whilst our job card programme became progressively longer in the tooth.

Our needs are pretty basic:

• Enquiry Form – see this in action on our web site here: https://straton.co.za
• Calendar appointments for Quotes
• Quick quoting method – preferably whilst we are at the client’s premises
• Mobile App to track, trace and record completed jobs
• App to use our existing accounting package – Quickbooks
• Easy CSV upload of products
• Easy transfer of Supplier, Product and Client Account Info out of Quickbooks
• Shallow learning curve

All of the above need to be operated from one APP.

After many stop start procedures with other Apps and software solutions (bespoke or otherwise) we settled on using Tradify.

Now Tradify offers: Enquiries, Quotes/estimates, Invoicing, Digital timesheets, Online & onsite payments, Job management & tracking, Staff & subcontractor scheduling, Instant website builder, Field service management all with Free training & support and a host of other nice to haves.

Our onboarding was facilitated by a helpful Tradify representative and we have been using Tradify for a couple of months now.

Time enough to recommend the App to our Mates along with R2 500.00 in Tradify credit for anyone signing up for a paid account.

Tradify is ideal for trades such as electrical, plumbing, HVAC, gas, property maintenance, builders, roofers and floorers. In fact any business selling time at client premises.

We have found that we are saving time and responding quicker to job enquiries and estimate that we save around 5 hours a week which more than compensates for the amount of money we spend on the Tradify App.

Straton Electrical is on the Tradify Plus Package (R630.00 per user) which includes:

• Job Management, Notes & Tracking: Keep all your notes, documents, and activity in one place and track your progress.
• Scheduling & Google Calendar Sync: Plan your work schedule along with your other appointments.
• Quoting & Invoicing: Instant, professional quotes and invoices that you and your customers will love.
• Pricing & Markups: Easily manage markups on materials and jobs.
• Online & Credit Card Payments: Get paid faster and more conveniently.
• Email Tracking: See who has seen what and when.
• Accounting Software: SyncXero & QuickBooks Online Sync.
• Custom Branding: Add your logo and custom colour scheme across your online forms and documents.
• Enquiry Form & Email Inbox: Personalised, branded enquiry form and email address brings your enquiries straight into Tradify.
• Customer Communications History: See complete log and access all comms from Tradify.
• Job Photos & Files: Upload and store files, photos, videos, and other documents.
• Recurring Jobs & Custom Statuses: Automatically create repeat work and store custom information.
• Job Templates: Prepopulated jobs for instant re-use.
• Personal To-Do List: Convenient & quick to-do list built into Tradify so you can bring all your admin into one app.
• Appointment Reminders: Automatically notify and remind customers of appointments.
• Quote Options & Online Acceptance: Give your customer choices and extras.
• Progress Invoicing: Effortless deposits, progress payments, retentions, and more.
• Quote & Invoice Reminders: Quotes and invoices that chase themselves for approval and payment.
• Quote & Invoice Templates: Prepopulated docs for instant re-use
• Costing & Bill Tracking: Record bills and track job costs for invoicing.
• Timesheets: Track time for job costs and invoices.
• Subcontractor Scheduling: Assign subcontractors work and see them on your scheduler.
• SmartRead for Bills: Capture costs effortlessly using AI.
• SmartWrite: Generate descriptions & improve writing with AI.
• Service Reminders: Automatically send reminders for services & scheduled maintenance.
• Job Tasks: Assign and track tasks.
• Purchase Orders: Create custom POs or generate from quotes and instantly send them to the supplier.
• Bulk Invoicing: Effortless billings runs.
• Kit Bundles: Parts and labour bundles for easy quoting.
• Staff Activity History: See who has done what in Tradify.
• Job Service Reports: Easily generate customer reports based on job data.
• Reporting: Easily generate customer reports based on job data.
• Instant Website: Optional Add-On

The basic option currently costs R480 per month.

Sign Up for a Free Trial of Tradify in order to qualify for the R2 500 credit.

Video: Your Mates Want to Give You R2500.00

Boilerplate and Editor’s Notes.
More Info on Your Mates Want to Give You R2500.00 here:
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Read the full article by Alan Straton here: MyPR