Tradie Biz

Features developed specifically for your Trades business.

Features developed are based on detailed customer feedback. 

Our vision is to take the stress and admin out of running your trades business. To achieve this, we collected feedback on the problems  that were causing stress, and developed solutions to resolve them.

Our work is not done though! We know there are always going to be little things that we can do to make your life and business run smoother.

We love knowing your business pain points so that we can resolve them. 
   

FEATUREs SUMMARY

Feature Summary

Invoicing

Invoicing is almost too easy! Invoice templates for quoted jobs, charge ups, maintenances etc. All synced with your accounting system.

Text Messaging

Create noticeboard messages, job messages / notes, timesheet submission required notifications, Job allocated messages and more.

Support

Our team is available 24/7 to answer your questions. We also have a knowledge base library and an online support channel.

Job Tracking

Tracking job profitability, budgets vs actuals, remaining invoices, variations, labour hours, parts and materials etc has never been easier!

Dashboard Reporting

Know the numbers! Our dashboard reporting tool has been designed to give you a detailed business breakdown in an easy to understand format. No more hunting for information.

Training

A customised training package that has been developed based on your internal business workflows. We get to know your business, your team and their job roles so that we can provide you with the right training package.

Job Reporting

You need to be able to make sense of the job in real time and not after the fact. Our job reporting tool will help you keep your finger on the pulse so that you never have to wonder where you are at with things.

Scheduling

Scheduling jobs has never been easier. Daily, Monthly and weekly schedules that can be viewed in landscape and portrait view. Different layouts based on your preference synced across the board.

Timesheets

Reduce double handling and know that the hours worked against a job will match the hours that you are charging a customer. Never again miss out on billing customers for hours that have been worked against jobs.

Purchase Orders

Process Bills in the Tradie Biz system and keep track of job costs. Synchronised with your accounting system

Job Costing

Helping you identify where could you have done better. Have you been overcharged for supplier parts, are there labour hours or parts and materials you have not charged, have all variations been accounted for? We can guide you through this process.

Project Management

Manage multiple jobs effectively, know the numbers and have an agile response to the unforeseen. We provide the project management toolkit so that you have real time job tracking capabilities.   

Mobile Job Management

System access from your phone so that you can do what you need when you need to do it.

Site Management

Parts and Materials, Site History Details, Service Carried Out, Forms, Site Attachments, Photos, Notes, Site Contacts and more.

Photos

Giving you the visuals that you need. Before, During and After Photos that capture what words cant. Great for record keeping, trouble shooting and marketing.

Attachments

Create a centralised warehouse of information. Store quotes, inductions, safety forms, training documents, manual etc in one place. 

Field Service Management

Schedules, Job Notes, Hours Worked, Timesheets, Parts and Materials used on jobs, Text Messaging, Job Notes etc. These are just some of the things that can do to make field service management a breeze.

Stock Control

Warehouse and Vehicle Stock Control. Keep track of parts and materials that you have so things don't go walkabouts.

Price Lists

A price point reporting tool that shows your supplier price increases and  purchase history from a $ and Qty Unit Purchased Perspective. Know your purchasing patterns and negotiate better supplier pricing for the parts you need.

To Do Tasks

Create To Do Tasks and allocate them to the users that are required to action them. It's too easy for things to fall through the cracks! Create To Do lists and Reminders that help.

CRM

Customer Relationship Management. Keep all your customer info in one place. Site Contacts, Attachments, Photos, Social Media Handles, Email Addresses, Phone Numbers, Groups, Industry Associations etc.

Accounting Integration

Synchronised with your accounting package to prevent double handling. Invoices, Bills, Card Files, Timesheets, Outstanding Balances and more. 

% Recoverables

Employee % Recoverables. How many of the hours that employees have been worked are chargeable to the customer? Our reporting tool will tell you what you need to know.

Forms

Create customised JSA's, SWMS, Service Reports or Checklists based on your business needs. Store the information with Tradie Biz so you have a centralised warehouse of critical job information.

Job Workflows

Establish job workflows and take your jobs from opened to invoiced in less time. Close and invoice out your jobs quicker to improve cash flow and job profits.

Pro-Formas

Reduce double handling, invoice inefficiencies and delayed supplier payments. Our pro-forma invoicing tool can be used to request customer purchase order numbers or confirm invoice details before an actual invoice is raised.   

PO Authorisations

Create customised PO Authorisation. Put limits in place that cap the spending amounts of employees with suppliers. Setup PO Approval authorisations based on state managers, project managers and their delegated level of spending authorisations.

Credits

Easily process supplier and customer credits. Revert processed transactions and keep a record to minimise confusion and accidental double entry. 

Maintenance Contracts

Create scheduled maintenance contracts years in advance. Setup contracts so that jobs are only raised on a certain date. Put reminders in place so that jobs are completed within a given timeframe. 

Notifications

Home Page dashboard notifications that provide a snap shot summary of Job Status, Request for leave, Expired Documents, Attention is drawn to, WH&S Issues and more.

Expired Documents

Create notifications for documents that have an expiry date i.e. Inductions, Safety Equipment, Insurance Documents, Equipment Warranties etc. 

WIP Reporting

Work in Progress Reporting Tool. Over invoicing on quoted jobs can be just a bad as under invoicing. The percentage of work completed is reconciled with amounts invoiced to show the actual job profits. Potentially reduce your QRT Tax by showing the WIP Calculations.

Stock Take

Undertake a Stock Take as little or as often as you want with our stock take reporting tool. Identify parts that have gone walkout or not been accounted for in jobs. Gain more insights into where your business could be losing money.

Catalogue

Create a catalogue of items that your business uses so that you can gain a better insight into purchasing and selling patterns.

Monthly Stock

Monthly Stock Report that shows items you are purchasing and allocating to jobs. Gain a better insight into forecasted stock requirements for your business needs.

Statements

Customer and supplier statements that provide a detailed breakdown of amounts invoiced and paid.