The first time you log on to Tradify you are presented with a short set up wizard that takes you through the basic steps to create a company file for your business.
Using the Set Up Wizard ensures a lot of the work is done for you automatically. For example, your company logo, contact details, payment methods, customers, suppliers and item codes are automatically copied from the Accounting System when you link Tradify to it using the Set Up Wizard. If you don't link your Accounting System at this stage, entering this information is a little more manual.
Set Up Wizard walkthrough
Note: The questions outlined in the Profile phase helps Tradify customise your on-boarding experience to best suit your company specifications.
Using the fields provided, enter your answers and then click Next.
Select the Accounting System you wish to integrate with.
Note: If you're not using one of the listed accounting systems, please select Skip. You can also skip this step if you would rather configure your integration settings at a later stage, however, please note that this process becomes a little more manual if you decide to skip it here.
Note: For the purpose of this example we will demonstrate linking with Xero. If you'd like further insights into linking with one of the other Accounting Systems, please refer to the relevant link provided below.
When you click on Xero, you'll be presented with a login screen to authorise the link between the two systems. Click on "Login to Xero" to continue.
Enter your Xero login credentials and click Login.
Select the company/organisation file you want to link to and then click "Authorise".
Note: Once you've clicked "Authorise", you will be returned to Tradify and presented with your integration options.
Using the fields provided, select the Account Codes that you wish to have mapped to your default Account Types and then select Next.
Important Note: If you're unsure on which accounts to map to, we highly recommend seeking the advice of an accountant or bookkeeper. If you're in need one, have a look at our partner advisory to see if there's one local to your area. Alternatively, if you'd prefer to link them on your own, more information on Account Code linking can be found here.
Note: Once you select Next, Tradify will start importing your Customers, Suppliers, Items, Payment Methods and Company details (including a logo file if one is stored within Xero's Branding Themes).
Confirm the Region Settings by selecting a relevant "Currency" and "System Time Zone" to use in your Tradify Company file.
Note: "System Time Zone" will automatically set to your device location. This selection also loads the Maps Address Database relevant to your location.
Click "Next" to move to along to Company Settings.
Note: If you've integrated with an Accounting System, some of these details may already be populated.
If you would like to import a company logo, click "Choose Logo" and point Tradify to your logo image file.
Note: The Logo file must be a .jpg or .png file type and the Logo size must not exceed 10mb.
Click Next to set up your default Tax Rate.
Note: Tradify applies the default tax rate settings applicable to your location. You are able to change these to whatever is required for your business by entering a Display Name for the default Tax Rate and the percentage that applies. If you need additional Tax Rates, these can be created under Settings > Tax Rates after you have completed the Set Up Wizard.
Click Next to set up your default Billing Rate.
Note: Billing Rates are used to charge time at different hourly rates based on the type of work being completed. As part of your initial set up, Tradify creates a default Billing Rate to begin with. Simply confirm the Display Name you wish to use for the Billing Rate and then enter the Estimated Hourly Cost and the Hourly Rate to charged out to customers that will apply to this Billing Rate.
Note: You can set up additional Billing Rates as required under Settings > Billing Rates. For more details on creating and using Billing Rates, please see here.
Click Next to set up your default Markup (Pricing Level).
Note: Tradify offers the option to automatically calculate the sell price of commonly used items (called Price List Items). The calculation is based on a mark up percentage applied to the Item's Buy Price.
Additional Markup percentages can be set up as Pricing Levels under Settings > Pricing Levels. For more information on how to do this, click here.
Click Next to complete the Set Up Wizard.
Note: All of the settings that have been configured using the Set Up Wizard can be viewed, edited and changed under the main Settings menu.
Essentially, once you have completed the steps using the Set Up Wizard, Tradify is ready for you to trial. To help you with the trialling process, the following links will guide you through a few simple steps to evaluate Tradify and in the process you will get to know how to use Tradify to manage your Jobs.
- Install the Tradify app on your mobile device
- Enter a new Job & schedule an appointment for the work to be done
- Purchase the parts needed and add them to the Job
- Record time and other materials used on the job using the Mobile app
- Obtain sign off
- Invoice the Customer, sending it to your Accounting System
- Mark the Job as complete
To find out more about how to configure Tradify to suit your specific needs, please click here for other configuration options to consider.