Help Center

Does Tradify have a Partner program or referral scheme?

If you’re an accountant, bookkeeper, cloud integrator, business coach, or basically any other business that is committed to enabling small businesses in the trade and construction sector, then partnering with Tradify might be the perfect way to bring value to your clients while simultaneously growing your business.

 

To find out more about our two partner models, click here.

 

The difference between our two partner offerings comes down to how much you want to do vs how much you would like us to do.

 

Tradify Hero’s are referral partners who recommend Tradify to their clients. Once the client has started a free trial here then we take over the onboarding, coaching, and training of the trialist.

 

If the trialist becomes a customer we manage the billing and thank the partner for the referral by offering them a $50 Amazon voucher or a $50 donation to a charity of their choice (whichever option the partner prefers).

 

Tradify Experts are resellers of Tradify. They use our partner portal to setup and support their clients using Tradify. Tradify bills the partner a discounted rate for each client on the platform and then the reseller is responsible for billing their client (usually by bundling the cost of Tradify in with other existing services i.e. fixed priced advisory, accounting or bookkeeping services).

 

Because we charge Tradify Experts a discounted rate per user, Experts earn revenue by reselling Tradify.

 

Given Experts are “Experts” in Tradify, many also earn additional revenue by charging clients for setup and training services over and above or completely separate to the ongoing per user costs. This is done at the sole discretion of the Expert.

 

Often we also pass setup and support lead or referrals to Experts where the trialist or customer has specifically requested a face to face engagement.

 

What is the Partner Directory and how do I get on the Partner Directory?

The Partner Directory is currently under development. If you’re interested, get in touch here.

 

Experts will also feature in our Partner Directory (currently under development) which helps small businesses in the trade and construction segment find quality advisors who understand their segment.

 

If you would like to be listed on the Directory and you’re not already an Expert then follow the How do I become a Tradify Expert process below.

 

If you are already an Expert and would like to be registered on our Directory, get in touch here.

 

How do I become a Tradify Hero

 

Becoming a Tradify Hero is super simple. Just follow these steps;

  1. Register here.
  2. Book a demo here
  3. Watch this getting started video
  4. Watch this video on integrating Xero
  5. Watch this video on integrating Quickbooks Online
  6. Watch this video on integrating MYOB
  7. Email us here every time you make a referrals so we can make sure we lay out the red carpet.

 

Practice using Tradify for yourself with one of our demo accounts;

 

NZ (password = tradify2 / username = tradify2)

 

AU (password = tradify1 / username = tradify1)

 

UK (password = tradifyuk / username = tradifyuk)

 

How do I become a Tradify Expert

 

Becoming a Tradify Expert is super simple. Just follow these steps;

  1. Register here.
  2. Book a demo here
  3. Watch this getting started video
  4. Watch this video on integrating Xero
  5. Watch this video on integrating Quickbooks Online
  6. Watch this video on integrating MYOB
  7. Start a trial account for your business and email us here once you’ve done this (this account will be your demo and partner portal account)
  8. Practice doing these things in your demo account;
    1. Create a quote, job, invoice and purchase order
    2. Create a new user
    3. Create or import a customer and supplier
    4. Create or import a price list item
    5. Create a billing rate
    6. Create a custom document theme for invoices
    7. Create and edit a kit.
  9. Refer to our help portal if you get stuck
  10. Contact us here about registering on our Partner Directory.

 

Do you have demo accounts I can use to show people how Tradify works?

 

We have demo accounts with some data loaded in them to help Partners demo Tradify to clients. Many people use these accounts so DO NOT add sensitive information. We clear out these accounts regularly. Given its free to set up a trial for a client we recommend you create a new trial account for each new prospect.

 

NZ (password = tradify2 / username = tradify2)

 

AU (password = tradify1 / username = tradify1)

 

UK (password = tradifyuk / username = tradifyuk)

Was this article helpful?
0 out of 0 found this helpful

Comments

Please sign in to leave a comment.