Running Tradify as a service, Project Management Tools

Tradify Agency Implementation, Building Retainer Services for Trades

Learn how to package Tradify as an operational retainer for trades contractors, from initial setup through ongoing client success. This course covers inquiry-to-invoice workflows, accounting integrations with Xero and QuickBooks, and strategies for charging recurring fees while your clients reduce administrative overhead and improve job completion rates.

Open the decision record for Tradify

What does running Tradify for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
As detailed in pricing_tiers, the lowest plan is noted; however, because specific pricing is not provided in the supplied data, the investment is 'Not published'.
Time to first value
Not published (setup_complexity: medium, but no explicit duration)
Payback
Not modeled (requires client pricing, labor, usage, overhead, and expected volume data)
Guided implementation
16 hours

Is Tradify worth running as a client service?

Tradify offers a comprehensive job management platform for trades, but its lack of white-label and multi-client features limits its suitability for traditional agency resale. Agencies can still offer implementation and management services, but investment and ROI remain uncertain without detailed financial inputs.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Tradify account with appropriate plan
  • Accounting software connection (Xero or QuickBooks)
  • Stripe account for payment processing
  • Google Calendar access for scheduling

People and inputs

  • Familiarity with job management workflows for trades
  • Experience with API integrations and data migration
  • Time for manual setup and configuration per client

Included with the course

7 working documents for delivering this service.

  • Tradify Setup Checklist - Inquiry to Invoicechecklist
  • Trades Retainer Pricing Template - Lite vs Pro Tiertemplate
  • Xero and QuickBooks Sync Configuration SOPsop
  • Client Onboarding Worksheet - Team Roles and Permissionsworksheet
  • Job Scheduling and Dispatch Optimization Guideguide
  • Stripe Payment Integration and Automation Playbooksop
  • Monthly Client Success Metrics Dashboard Templatetemplate

Listed by name. These documents are not yet published as individual downloads.