Tradify Customer Portal
for the repeat clients who ring most.
Their jobs and where each is up to, the quotes still waiting on a decision, and their invoices, on a login you own. It is fed from Tradify reports on a schedule, because Tradify has no public API to read live.
That shapes what the portal can do, and we say so before you spend anything rather than after. Fixed-price scope, an Australian team, and support after launch.
On your domain, in your branding, and yours at the end of it.
- No per-user fee Portal logins do not cost Tradify seats
- 18+ yrs Building business software
- Fixed Price scopes, no surprises
- You own it Code, docs and credentials
Built here. Your data stays here.
- No offshore development. Everything is written by our own team in Australia. Nothing is subcontracted overseas.
- Your data stays onshore. Hosted in Australia, on infrastructure you own, under Australian law.
- Every state, not just ours. Perth, Melbourne, Sydney, Brisbane, Adelaide and everywhere between.
What your customers see
What your customers see in a Tradify portal
Every screen is built from Tradify reports and exports, checked on each refresh, so the figures match what Tradify said at the time of the last export.
- Their jobs and where each is up to
- Quotes awaiting a decision
- Invoices and payment history
- Completed work and job notes
- Their site and contact details
Who logs in
What people ask us for
Start with the job your Tradify portal has to do
The same portal gets asked for in six different ways depending on where you are up to. Select any one to read how we approach it.
One place, one view
Your customers should not need three logins
Tradify holds part of the picture. The rest is in the job system, the CRM, the payment gateway and wherever your documents live. A portal that only reads Tradify hands your customer a fragment and sends them back to the phone for the rest.
We join them. One login, designed to your brand, showing a complete account view built from every system that has a piece of it.
- Your accounting system, for invoices, statements and payment
- Payment gateways, so paying in the portal reconciles correctly
- Document and photo storage, for job evidence
- Your CRM, so the contact and the site are one record
- Your website or app, so the login is part of your brand rather than beside it
How it works now
Every question lands on your desk
- Customers ring or email to ask the same questions
- Somebody exports from Tradify and sends it out
- Chasing takes a person the best part of a day a week
- No record of who was told what, or when
After
Customers look it up, straight from Tradify
- Available any time, straight from Tradify
- Nothing rekeyed, because it is read rather than copied
- Anything they submit posted back where you want it
- An audit trail of who saw what and when
Scoped and quoted before you commit. You own the code, the documentation and the credentials at the end of it.
Get a fixed-price scopeQuestions owners ask about a Tradify portal
Is this the Tradify login?
No. The Tradify login is where you and your staff work. This is a separate portal you own, for your customers, that is fed from your Tradify data through its reports and exports. Your customers never get access to Tradify itself.
What can customers actually see?
Typically their jobs and where each is up to, quotes awaiting a decision, invoices and payment history. What they cannot see is anything else, because the portal only ever requests the records belonging to that contact.
What is the hardest part of Tradify portal work?
Tradify has no public API, so a portal cannot read it live or write back to it. It is fed from Tradify reports and exports on a schedule, and anything a customer does in the portal comes to your office to action in Tradify. Deciding how fresh the data needs to be comes before anything else.
Do we need a licence for every portal user?
No. The portal is fed from Tradify exports, not from customer logins, so the number of customers logging in does not change what you pay Tradify. That is usually the reason a custom portal costs less than the alternative once you have more than a handful of users.
Will it slow Tradify down or put our data at risk?
The portal never connects to Tradify at all. It works from exports your office already produces, so day-to-day use is unaffected and nothing in Tradify can be changed from outside.
How long does it take?
A straightforward portal over Tradify is usually weeks rather than months. We scope it and quote fixed-price before starting.
Sending your details…
You can stay on this page while we send it.
Tell us what your customers keep ringing about
Which Tradify edition you are on, roughly how many customers would use it, and what they most often ring about. We will come back with a straight answer and a fixed-price scope.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
