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Research-Based Review

Tradify Review 2026: Pricing, SmartTools AI, and the Per-User Catch

By Steven Risher | Updated 2026-09-11

Editorial Verdict BRONZE · GOODBest Job Management for 1-4 Person Electrical and Plumbing Shops
Editorial
3.9/5
By Editor
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Tradify is a quote-to-invoice job management tool for small electrical, plumbing, gas, HVAC, and property maintenance shops, and it is very good at that narrow job. The quote, job, cost, invoice loop is tight, job costing and profit tracking are real rather than decorative, and the mobile app is the part users rate highest. Two things keep it from scoring higher. Pricing is per user at $47 to $61 a month, which means a five-person crew pays $235 to $305 while Jobber charges $99 for the same headcount, and the integration list is four names long: QuickBooks, Xero, Stripe, and Google Calendar. If you are a one-to-four person shop on Xero who wants quoting and job costing without a dispatch board you will never use, that trade is worth making. Past four users it gets hard to defend.

Best for solo-to-four-person electrical, plumbing, gas, and HVAC shops that quote a lot, bill by the job, and run Xero or QuickBooks. Not for crews past five, not for anyone who needs a real dispatch board, and not for roofing, restoration, or anyone whose stack depends on CompanyCam, aerial measurement, or an FSM that talks to more than four other products.

Pricing Model
$47-$61/user/mo
Lite $47 · Pro $51 · Plus $61 (USD) · Custom by quote · 14-day trial, all features
Built For
4 trades
Electrical and AV · Plumbing and gas · HVAC · Property maintenance
Vendor Claim
4.8 / 5
From 9,000+ ratings and reviews, per tradifyhq.com (vendor-reported)
Ownership
The Access Group
New Zealand origin; now badged 'Tradify, an Access company'
From $47/user/mo14-Day Free Trial AI-Powered Mobile App
Try Tradify Free

Field Service Management Scores

Dispatch & Scheduling
3.5
Mobile Field App
4.3
On-Site Invoicing & Payments
4.2
GPS & Route Optimization
3.2
Customer Communication
3.8
Reporting & Job Costing
4.2
Integrations
2.8
Cost & Value
2.8

Weighted by importance to contractors. How we score →

Invoicing & Payments Scores

Payment Acceptance Breadth
3.5
Invoice Creation & Customization
4.3
Field & Mobile Use
4.3
Fee Transparency
2.5
AR Reporting & Cash Flow
3.8
Billing Automation
4.0
Integrations with CRM & FSM
3.0

Weighted by importance to contractors. How we score →

Trade Fit Report

How Well Does Tradify Fit Your Trade?

Based on features, integrations, and real contractor feedback

Built For This Works Well Use With Limits Look Elsewhere
Electrical
Built For This
Plumbing
Built For This
HVAC
Built For This
Painting
Works Well
Solar
Works Well
General Contractor
Use With Limits
Landscaping
Use With Limits
Cleaning
Use With Limits
Restoration
Look Elsewhere
Roofing
Look Elsewhere
Live Contractor Poll · Updated Daily

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Real ratings from contractors using Tradify daily. Annual rolling.

Overall Rating Your headline rating — how good is it, all things considered
Mobile App / Field Use Performance on phone, tablet, and in low-signal job sites
Ease of Use How quickly your crew picked it up; daily UX
Features That Matter Whether the things you need are actually there
Integrations How well it connects to QBO, CompanyCam, EagleView, etc.
Value for Price Whether the cost matches what you're getting
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Tradify charges by the seat, and that single decision explains most of what is good and bad about it. At one user it is a focused, well-built quoting and job-costing tool for an electrician or a plumber who is tired of writing quotes in Word. At five users it costs $255 to $305 a month, which is two to three times what Jobber or Housecall Pro charge for the same crew, and the product does not do enough more to justify the difference.

So this review is really about finding the line. Below it, Tradify is a good buy. Above it, it is an expensive way to avoid a dispatch board you would have been better off buying.

What Tradify Actually Is

Tradify is job management software, which in this category is a specific thing: it manages the paperwork lifecycle of a job rather than the movement of trucks. An inquiry comes in through a form or a phone call, you build a quote, the customer accepts, the quote becomes a job, your people log time and materials against it, supplier bills get attached, and the invoice comes out the other end built from what the job actually consumed.

It was built in New Zealand for trades, and the four it names are electricians and AV installers, plumbers and gas engineers, HVAC technicians, and property maintenance companies. The company now carries an Access Group badge on its own site, so it sits inside a larger UK software group.

What it is not is a dispatch platform. There is a calendar, live staff and job locations on a map, route planning, and Google Calendar sync, and that is the extent of it. Nobody at Tradify is pretending otherwise, and the honest read is that for the shops it targets, a dispatch board would be a feature nobody opens.

Tradify job dashboard showing today's jobs, a task completion counter, a job location map, the mobile job card, and an invoice status panel with draft, unpaid, overdue, and paid counts
Tradify's dashboard, from the vendor's own product imagery: jobs today, tasks completed, a job map, and the invoice pile split into draft, unpaid, overdue, and paid. That last panel is the one small shops actually check.

What Tradify Costs, and Where the Math Turns

Three published tiers, priced per user per month in US dollars, verified against tradifyhq.com in September 2026.

PlanPer user / monthWhat it adds
Lite$47Job management, scheduling, quoting, invoicing, online payments, email tracking, Xero and QuickBooks sync
Pro$51Custom branding, inquiry forms, customer communication history, job photos and files, recurring jobs, templates, appointment reminders, quote options, progress invoicing, costing and bill tracking, timesheets, subcontractor scheduling
Plus$61SmartRead and SmartWrite, service reminders, job tasks, purchase orders, bulk invoicing, kit bundles, staff activity history, job service reports, reporting
CustomBy quoteEverything in Plus, tailored for large teams

Add-on: Instant Website at $12 a month on any plan. Free trial: 14 days with every feature unlocked, which is unusually generous and worth using on the Plus features specifically, since that is the tier decision you will actually agonize over.

Now the part the pricing page does not do for you.

CrewTradify ProTradify PlusJobberHousecall Pro
1 user$51$61Core $29Basic $59
3 users$153$183Connect $99 (5 seats)Essentials $149 (5 seats)
5 users$255$305Connect $99Essentials $149
10 users$510$610Grow $149MAX $299 + $75/user over 8 = $449

At one user, Tradify is mid-pack and the product quality carries it. At three, it is already $54 more than Jobber Connect and you are getting fewer seats than Connect includes. At five, the gap is $156 to $206 a month, or roughly $2,000 to $2,500 a year. At ten it is not a comparison anymore.

The line is four users. Below four, Tradify’s quoting and job costing are worth the premium for a shop that quotes constantly and wants to know its margin per job. At five and above, you are paying a dispatch-platform price for a product that does not dispatch, and the honest recommendation is Jobber or, if your trade is HVAC or plumbing with real dispatch pressure, Workiz.

One thing worth saying plainly: Tradify publishes all of this. Workiz pulled its prices behind a quote form this year, ServiceTitan has never published, and Podium still will not tell us what its FSM costs. A vendor that prints three numbers and an add-on fee is doing something the category mostly refuses to do, and it makes the comparison above possible at all.

The Quote-to-Invoice Loop

This is the reason to buy Tradify, so it is worth being specific about what it does.

Quotes are built from a price list you import, templated so the second bathroom rough-in does not start from a blank page, and branded on Pro and above. Quote options let you send the customer a good, better, and best version in one document rather than three quotes and a phone call. Tradify tracks whether the quote was opened, which is a small thing that changes how you follow up.

When a quote is accepted it becomes a job, and that is where the platform earns its keep. Time goes on it from the mobile app or a timesheet. Materials go on it. On Pro, supplier bills get tracked against it, and on Plus, purchase orders do. The profit snapshot then shows you what you quoted against what the job consumed.

That last number is the one most small shops cannot produce. Plenty of software tells an electrician what he invoiced last month. Very few tell him that the service-panel jobs are running 12 points under the quoted margin because the helper’s hours never make it onto the ticket. Tradify does that at $51 a user, and for a shop that quotes a lot of similar work, knowing it is worth more than the software costs.

Invoicing closes the loop: branded, generated from the job, progress-billed in stages on longer work, bulk-invoiced on Plus, paid by card through Stripe, and chased by automated overdue reminders. Invoice view tracking tells you whether the customer opened it, which kills the “I never got it” conversation.

Where it stops: payments are card through Stripe, and Tradify does not publish the processing rate on its pricing page. There is no advertised ACH tier and no consumer financing integration, so a $9,000 panel upgrade cannot be presented as $220 a month the way Housecall Pro’s Wisetack integration presents it. For a shop selling big-ticket replacements, that is a real gap, and our contractor financing tools guide covers what you would have to bolt on beside it.

SmartTools: Two AI Features, One of Them Useful

Tradify’s AI is branded SmartTools and it is two things, both on the Plus tier at $61 a user.

SmartRead captures costs from a photograph. Point your phone at a supplier invoice and it pulls the cost lines out and puts them against the job instead of you typing them at the kitchen table. For a shop running a trade account with daily counter pickups, this is the feature that pays for itself, because the alternative is either an hour a week of keying or, more commonly, costs that never make it onto the job at all and quietly eat the margin.

SmartWrite is the writing one. It corrects spelling and grammar, generates descriptions automatically from quote and invoice line items, and shifts the tone of a customer message between friendly and professional. It is a convenience. It will make your quotes read better if writing is not your strength, and it will not change your week.

Two honest caveats. First, neither is on Lite or Pro, so the AI decision is really a decision to pay $10 more per user per month, which at five users is $600 a year. Second, Tradify does not publish usage limits or per-use pricing for either tool. That is a strange gap in 2026, when nearly every vendor with an AI feature has had to put a cap on it somewhere, and it is worth asking about directly before you upgrade a crew.

Compared to the category, this is a modest AI surface. ServiceM8 shipped an AI Phone Agent that answers calls. Workiz has had Genius Answering booking jobs since December 2024. Jobber sells an AI Receptionist at $29 a month. Tradify’s AI reads bills and fixes grammar. That is a defensible choice for its customer, but if the phone ringing unanswered is your actual problem, Tradify does not solve it and you should read the AI call answering category instead.

Integrations: The Shortest List in the Category

QuickBooks. Xero. Stripe. Google Calendar.

That is the published list, and it is the single biggest structural weakness in the product. Here is what is not on it: CompanyCam for job photos, any aerial measurement tool, any consumer financing provider, any lead source like Angi or Thumbtack, any review platform, and no named Zapier connector on the product pages.

The accounting half of that short list is genuinely good. Xero in particular is deeper than most competitors manage, which follows from where the product was built: in New Zealand, Xero is the default, not the alternative. If your bookkeeper lives in Xero, Tradify is one of the few trade platforms that was designed around that assumption rather than retrofitted to it, and that is a legitimate reason to pick it over an American-built competitor.

But a four-name list means Tradify assumes it is your whole stack. For a solo electrician, that assumption holds. For a shop that already runs CompanyCam on every job and takes leads from three platforms, it means re-keying, and re-keying is what software was supposed to stop.

Scheduling and the Field

The calendar assigns jobs to people and syncs both ways with Google Calendar. A map shows where staff and jobs are in real time. Route planning orders the day. Appointment reminders go out to customers. Recurring jobs handle maintenance work on Pro, and service reminders on Plus chase the annual gas certificate or the six-month check.

What is absent: skill-based assignment, a nearest-qualified-tech suggestion when the emergency call lands, capacity enforcement that refuses the double-booking, and GPS-triggered on-the-way texts. Those are dispatch features, they belong to a different class of product, and Tradify does not claim them.

The mobile app is the part users rate highest, and Tradify’s own claim is 4.8 out of 5 across more than 9,000 ratings and reviews. That figure is vendor-reported and should be read as such, but the volume behind it is large, and the consistent theme in trade forums is that quoting and invoicing from the van works without a fight. Timesheets run from the same app, including for subcontractors on Pro, which closes the labor half of the job-costing loop.

Who Should Buy Tradify

Solo electricians, plumbers, and gas engineers who quote constantly. This is the core customer. Lite at $47 or Pro at $51 gets you templated quoting, job costing, and invoicing that beats the spreadsheet-and-Word setup you are probably running, and the Xero sync means your books close themselves.

Two-to-four person shops that bill by the job and want the margin number. Pro at $51 a user, so $102 to $204 a month. The profit snapshot per job is the feature you are paying for, and no tool in this bracket does it better.

Anyone whose accountant works in Xero. The strongest single argument for Tradify over an American-built competitor.

Property maintenance companies with recurring service obligations. Recurring jobs on Pro plus service reminders on Plus handle the annual-certificate rhythm well.

Who Should Not

Crews of five or more. The per-user math stops making sense. Jobber Connect at $99 covers five and Housecall Pro Essentials at $149 covers five with a payment stack Tradify cannot match. Our Jobber vs Housecall Pro comparison is the decision you should be making instead.

Anyone with a dispatcher. If a person spends the day moving job cards between trucks, buy a dispatch board. Workiz is the small-shop answer and ServiceTitan is the big-shop one; our Jobber vs Workiz page covers the split.

Roofing and restoration contractors. No Xactimate path, no ESX export, no supplement workflow, no aerial measurement integration. Read JobNimbus or AccuLynx instead.

Shops that need financing at the point of sale. Card through Stripe is the whole payment story. If you sell $8,000-plus replacements, you need Wisetack or Hearth in the quote, and Tradify does not put them there.

Anyone whose bottleneck is the phone, not the paperwork. Tradify’s AI reads supplier bills. It does not answer calls.

The Bottom Line

Tradify earns 3.9 out of 5 the way a focused product usually does: high marks where it concentrates and low ones where it declined to compete. The quoting and job-costing loop, the mobile app, and the Xero sync are genuinely strong. Dispatch, integrations, payment breadth, and cost at scale are where the score comes off, and each of those is a deliberate choice by the company rather than a bug.

The buying rule is simple enough to state in one line. Four users or fewer, quoting-heavy, on Xero: Tradify is a good buy and the 14-day trial costs you nothing to prove it. Five or more, or anyone with a dispatcher: you are paying a premium for a product that does not do the thing the premium usually buys.

If you are inside that line, start the trial on Pro rather than Lite. Costing and bill tracking are what you came for, and they are not on Lite.

Pricing verified September 2026 against tradifyhq.com/pricing. Review is research-based: built from Tradify’s published product, pricing, and feature documentation rather than hands-on time in the platform, and flagged as such. Tradify runs an affiliate program that Contractor ToolStack participates in; it has no effect on the rating, which comes from the weighted rubric described on how we review. See the full field service management category and invoicing and payments category for side-by-side context.

Our Verdict

Tradify is a quote-to-invoice job management tool for small electrical, plumbing, gas, HVAC, and property maintenance shops, and it is very good at that narrow job. The quote, job, cost, invoice loop is tight, job costing and profit tracking are real rather than decorative, and the mobile app is the part users rate highest. Two things keep it from scoring higher. Pricing is per user at $47 to $61 a month, which means a five-person crew pays $235 to $305 while Jobber charges $99 for the same headcount, and the integration list is four names long: QuickBooks, Xero, Stripe, and Google Calendar. If you are a one-to-four person shop on Xero who wants quoting and job costing without a dispatch board you will never use, that trade is worth making. Past four users it gets hard to defend.

★ 3.9/5

What Works

7 pros
  • The quote-to-invoice loop is the tightest part of the product, and it is the loop most small trade shops actually live in.
    An inquiry becomes a quote, the accepted quote becomes a job, time and materials land against that job, and the invoice is built from what the job actually consumed. Quote options let you send good-better-best without rebuilding the document, and progress invoicing bills a long job in stages instead of one lump at the end.
  • Job costing and profit tracking are real, not a dashboard widget.
    Costing and bill tracking arrive on Pro, purchase orders and full reporting on Plus, and the profit snapshot compares what you quoted against what the job consumed. Most tools in this price range tell you what you invoiced. Tradify tells you what you kept, which is the number that decides whether the job was worth taking.
  • The mobile app is what users rate, and they rate it well.
    Tradify claims 4.8 out of 5 across more than 9,000 ratings and reviews. That is a vendor-reported figure, but the volume is large enough to be meaningful and the consistent theme is that quoting and invoicing from the van works without fighting the interface.
  • Xero integration is first-class, which matters more than it looks.
    Tradify came out of New Zealand, where Xero is the default, and the accounting sync shows it. If your bookkeeper works in Xero rather than QuickBooks, Tradify is one of the few trade platforms built with that assumption baked in rather than bolted on.
  • SmartRead removes the worst admin job in a small shop.
    Photograph a supplier bill and it extracts the costs against the job instead of you keying them in at nine at night. It is the one AI feature here that saves real time rather than producing text you have to proofread.
  • Pricing is published, all of it, including the add-on.
    Three tiers with dollar figures, a Custom tier for large teams, and the Instant Website add-on listed at $12 a month. In a category where Workiz went quote-only and ServiceTitan and Podium never published at all, a vendor that prints its numbers deserves the credit.
  • The 14-day trial includes every feature on every tier.
    You can test purchase orders, job costing, and the SmartTools before deciding whether Plus is worth $61 a user, which is exactly the decision the tier structure forces.

What to Watch

7 cons
  • Per-user pricing is the whole problem, and it compounds.
    Lite is $47 a user per month, Pro $51, Plus $61. One person on Pro is $51. Five people on Pro is $255, and five on Plus is $305. Jobber Connect covers five users for $99 and Housecall Pro Essentials covers five for $149. At five users you are paying two to three times the going rate, and nothing in Tradify explains the premium.
  • Four integrations. That is the list.
    QuickBooks, Xero, Stripe, and Google Calendar. No CompanyCam, no aerial measurement, no consumer financing, no lead-source connections to Angi or Thumbtack, and no named Zapier connector on the product pages. If your stack is Tradify plus an accounting package, fine. If it is Tradify plus three other tools, plan on re-keying.
  • There is no dispatch board in the sense service trades mean it.
    You get a calendar, staff location, route planning, and Google Calendar sync. There is no skill-based assignment, no nearest-qualified-tech suggestion, and no capacity warning before you double-book someone across town. For one to four people that is fine. For eight techs and a dispatcher it is the reason you would buy Workiz instead.
  • The SmartTools sit on the most expensive tier and the limits are not published.
    SmartRead and SmartWrite are on Plus at $61 a user. Tradify does not publish usage caps or per-use costs for either, which is a strange gap for an AI feature in 2026. Ask before you upgrade a five-person crew to Plus specifically for them.
  • Payments are card-only through Stripe, and the rates are not on Tradify's pricing page.
    No ACH tier is advertised and no consumer financing is integrated, so a $9,000 panel upgrade cannot be presented as a monthly payment the way Housecall Pro's Wisetack integration presents it. Get the processing rate in writing before you route volume through it.
  • The trade list is short and it is honest about it.
    Electrical and AV, plumbing and gas, HVAC, property maintenance. Roofing, restoration, landscaping, and cleaning are not target trades and it shows in the absence of measurement integrations, insurance workflow, and route-dense recurring scheduling.
  • Ownership changed and the roadmap implications are not public.
    Tradify now carries an Access Group badge. Acquisitions in this category have gone both ways for customers, and there is no published commitment yet on pricing, the New Zealand product team, or the integration roadmap. Worth a direct question before a multi-year commitment.

Frequently Asked Questions

Tradify prices per user per month in US dollars: Lite $47, Pro $51, Plus $61, and a Custom tier quoted for large teams. Every plan includes a 14-day free trial with all features unlocked, and the Instant Website add-on is $12 a month on any plan. The practical math is what matters: one person on Pro is $51 a month, three people are $153, and five are $255. Plus, which is where the SmartTools AI, purchase orders, bulk invoicing, and reporting live, is $305 for the same five people. There are no published setup fees.
Only for a solo operator, and barely. Tradify Lite at $47 for one user sits between Jobber Core at $29 and Housecall Pro Basic at $59. Past one user the comparison collapses, because Tradify charges per seat while both competitors bundle. Five users cost $235 to $305 on Tradify, $99 on Jobber Connect, and $149 on Housecall Pro Essentials. Ten users cost $470 to $610 on Tradify against $149 on Jobber Grow. If price is the deciding factor and you have a crew, Tradify loses this comparison badly.
SmartTools are Tradify's AI features and there are two. SmartRead photographs a supplier bill or invoice and extracts the cost lines against the job so you are not typing them in. SmartWrite fixes spelling and grammar, generates item descriptions from quote and invoice lines, and shifts the tone of a customer message between friendly and professional. Both sit on the Plus tier at $61 a user. SmartRead is the one that saves real time for a shop that runs a lot of supplier bills. SmartWrite is a convenience. Tradify does not publish usage limits or per-use charges for either, so ask before you upgrade a crew to Plus for them.
Yes, both, and the accounting sync is the strongest integration Tradify has. Xero is the deeper of the two by history: Tradify was built in New Zealand where Xero is the default accounting platform, and the sync reflects that. QuickBooks Online is supported as well. Beyond accounting, the integration list is Stripe for card payments and Google Calendar for scheduling, and that is the entire published list. There is no native CompanyCam, no aerial measurement tool, no consumer financing, and no named Zapier connector on the product pages.
Four, by its own statement: electricians and AV installers, plumbers and gas engineers, HVAC technicians, and property maintenance companies. That focus is the reason the quoting and job-costing workflow feels right for those trades and the reason roofers and restoration contractors should look elsewhere. There is no Xactimate path, no ESX export, no aerial measurement integration, and no supplement workflow. Roofing shops should read our JobNimbus and AccuLynx coverage instead.
Not in the way HVAC and plumbing shops with a dispatcher mean the word. Tradify gives you a scheduling calendar, real-time staff and job location on a map, route planning, and two-way Google Calendar sync, and for a one-to-four person shop that is genuinely enough. What it does not have is skill-based tech assignment, a nearest-available-tech suggestion when an emergency call lands, capacity enforcement that stops a double-booking, or automatic on-the-way texts triggered by GPS. If a person at a desk spends the day moving job cards between eight techs, Workiz or ServiceTitan is the category you are shopping in, not this one.
Tradify was founded in New Zealand and now operates as part of The Access Group, a UK business software company, and its own site carries a 'Tradify, an Access company' badge. What has not been published is what that means for pricing, for the original product team, or for the integration roadmap. None of that is a reason to avoid the product today, but it is a fair question to put to a salesperson before signing anything longer than a year.
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