Tradify keeps small trade businesses simple on purpose, and its reviewers ask for a modest, specific list: cost of sales visible on invoicing the way quoting shows it, reports sliced for quarterly reviews and tax time, a Xero crossover that sometimes doubles things up, more control over document templates, and offline access for the places trades actually work. Modest asks, tidy builds. Five, pictured.
Cost of sales, next to every invoice
The margin question shouldn’t wait for the accountant. A job-margin view joins invoice and cost per job, ranks the underperformers, and names why, the unbilled second visit, the stale quote against risen material prices.
The quarterly pack, sliced right
Reviewers say the data isn’t sliced the way tax time needs. A quarterly pack generates the accountant’s exact slices, invoiced versus collected by payment date, itemized costs, tax summary, aged receivables, in one click, identical every quarter.
The Xero crossover, un-doubled
“Sometimes it doubles things up” is a review quote and an accountant’s nightmare. A nightly watchdog compares both sides, voids the double the night it appears, merges the duplicated contact, and logs everything.
Documents with your name on them properly
Template control is limited, reviewers note, and documents sell. Generated from the Tradify job through the API, quotes and invoices become your layout with photos, options, and compliance details where you want them.
The offline mode reviewers ask for
No offline access is a review complaint with a postcode: basements, new builds, rural runs. A field companion caches the day before the truck rolls and syncs when coverage returns, so the job never waits on bars.
The common thread
Tradify stays simple, which is its charm; the builds add exactly what your business needs and nothing else, each a small phase with a days-to-weeks timeline. Start with the margin view; it changes what you quote next month.
Have a project like this in mind?
Describe it in a sentence or two and I’ll tell you what it would run, how long it would take, and whether it’s worth building at all. No pressure either way.