Tradify review UK: pricing, who it suits and trial checks

Tradify is job management software built for trade businesses (electricians, plumbers, builders, heating and gas engineers and similar) rather than generic field-service teams. It covers the admin spine of a small trade business: enquiries, quotes, job scheduling, timesheets, invoicing and payments, synced to Xero, Sage or QuickBooks. It's a New Zealand product, established in 2013, now used by tradespeople across NZ, Australia and the UK.

It sells in the UK through a UK-localised site with pricing in pounds, which matters more than it sounds: several popular rivals bill UK cards in US or Australian dollars, so your monthly cost drifts with the exchange rate. Tradify's UK price is fixed in sterling. (Its default international page shows USD $47/$51/$61, which is why we treat the UK page, not that one, as the authoritative price for a British buyer.)

Tradify publishes three UK plans, priced per user per month: Lite at £34, Pro at £37, and Plus at £44 (re-checked 19 August 2026, unchanged since 28 July 2026). For one person the gaps are trivial, £10/month across the whole range, but because it's billed per user, the cost is driven by how many people need a login, not by how much you use it.

The per-user maths is the single most important thing to understand before you trial it. On Pro, one user is £37/month, a three-person team is about £111, and a ten-person team is about £370 (all ex VAT). There's no volume discount published, so headcount is a straight multiplier. If you're a sole trader that's cheap and simple; if you're a growing crew, model your 12-month headcount before you commit, because the number that matters is not the £37 on the page.

Two published add-ons can change the bill: an Instant Website is £10/month, and SMS/text reminders are charged at £0.10 per message. Both are optional, but if you plan to lean on automated text reminders at volume, price that in.

Lite carries the essentials: job tracking, scheduling with calendar sync, quoting, invoicing, card and online payments, and all three accounting integrations. For a lot of sole traders, Lite is genuinely enough.

Pro adds the things maturing businesses hit next: custom branding, enquiry forms, job photos and file storage, recurring jobs, progress invoicing, timesheets and subcontractor scheduling, and compliance certificates (electrical and gas/oil safety). If you bill works in stages or run subbies, this is usually the tier you land on.

Plus adds Tradify's AI tools (SmartRead, which reads supplier bills; SmartWrite for drafting), service reminders, purchase orders, bulk invoicing and reporting. It's aimed at established businesses that want to squeeze admin time, not at someone buying their first system.

Practical advice: start the trial on the plan you think you need, but the trial includes every feature, so use it to find the lowest tier that doesn't leave you reaching for something locked above it. Most people over-buy tier on day one and could start a rung lower.

Tradify publicly documents both how you cancel and how you get your data out. You cancel from Settings → Plan & Billing (or by emailing support), and you can export your data as CSV from several areas: jobs, invoices, quotes, customers, suppliers, price-list items, purchase orders, bills, timesheets and enquiries. Two things to plan around: Tradify bills in arrears and pro-rata, so a final payment can be taken after you cancel, and the account becomes inaccessible once cancelled, so export everything you need first.

It's worth being clear-eyed about what that export is. Data comes out module by module as separate CSV files rather than through one clearly documented complete-account backup, so a move to another system may mean assembling several files, and no export guarantees another platform can import every field. That's normal for this category, but it's the kind of detail worth walking through during the trial rather than discovering on your way out.

We still haven't tested the mobile apps, sync reliability to Xero, Sage or QuickBooks, or support responsiveness under real load. Public ratings for those are good, but good ratings are a reason to trial, not a substitute for it.

Beyond Jake's original spot-check, we completed an extended trial workflow inside the same Tradify trial account on 28 July 2026, working through a single fictional scenario throughout: a fictional fence-repair job for the same fictional test customer, never a real name, address or contact detail. Browser automation was used to operate parts of the interface, and Jake reviewed and confirmed the completed workflow, evidence and written conclusions afterwards. This does not change the review's desk-assessed evidence level.

We built a quote with a customer, description and one priced line item. Progressing it through Approve and then Accept prompted Tradify to offer to create a job directly from the quote, which we accepted, carrying the customer, description and address across automatically. We scheduled that job's first appointment in one click on the weekly scheduler and assigned it to a staff member; Tradify then logged an automatic "Appointment confirmation email sent" to the job contact, addressed to a reserved example.com documentation address, not a real person or an inbox we control, with delivery not independently verified. That is a default worth checking before you rely on it with real customers. We attached a note to the job, then generated an invoice straight from the accepted quote, which arrived matching its full amount with the same customer, address and line item already filled in, ready to review and save.

Two things stood out. In the customer, job and invoice areas we tested, we did not find a site-wide search box. Search was provided within individual lists (Customers, Jobs, Invoices and so on) instead. Typing part of the customer's name into the Customers-list search found the fictional record again instantly, and we could see its linked job, invoice and quote counts on the detail page, so returning to a record we'd already touched was trivial. Progressing a quote to Accepted also meant clicking through separate Approve and Accept confirmations rather than one step, mild friction rather than a fault. We could not get a reliable read on the web app's own mobile layout in this session (a limitation of our testing tooling rather than a confirmed product fact), so mobile use here still rests on Tradify's own iOS and Android apps rather than anything we've verified ourselves.

This is a desk assessment supported by trial spot-checks and public user evidence, not a hands-on test. We've verified pricing, plans, add-ons, integrations and the documented cancellation and export routes against Tradify's own UK pages and Help Centre, weighed the Capterra UK listing (4.7/5 from 152 reviews, whose reviewers span several countries) plus forum accounts, and observed both a basic first-hand task (Jake, 22 July 2026) and an extended trial workflow (28 July 2026, detailed above). We have not run live jobs through it over time, so we won't rate mobile or support ourselves and we won't publish a numeric score. When Jake completes a full hands-on test, this section will say exactly what he ran, for how long, and what changed.