Migration

Tradify to simPRO Migration and Conversion Service

Converting, changing, or migrating from Tradify to simPRO should not mean losing client history, site context, jobs, forms, or operational workflow. We handle the full Tradify to simPRO migration service end to end for Australian field teams.

Clients, sites, jobs, forms, documents, and connected systems scoped, migrated, and validated. Fixed-price scope, careful testing, and a cutover plan your team can actually work with.

Book a 20-min scoping call Call 0425 531 127
  • AU-wide Perth-based · servicing Australia
  • 18+ yrs In custom software
  • Zero Downtime migrations
  • Fixed Price scopes, no surprises
  • 100% Australian team
Tradify to simPRO Migration

Move from Tradify to simPRO with a structured job-management migration plan

Switching from Tradify to simPRO is usually about scale, workflow depth, and better operational control. The migration only works if job data, client and site context, forms, templates, and connected systems are handled properly.

We handle the lot. Clients, sites, jobs, quotes, documents, forms, and connected systems extracted from Tradify, cleaned, transformed, and loaded into simPRO. Validated at every step.

HELLO PEOPLE is a Perth-based software consultancy. We deliver fixed-price migrations for businesses across Australia.

Team planning Tradify to simPRO migration strategy
How it runs

A Tradify to Simpro migration, end to end

Three stages. No surprises. Your live Tradify data stays untouched until cutover — delivered personally by the founder.

  1. Week 0

    Discovery & Mapping

    15-minute scoping call. We map your Tradify setup, the data structure that needs to translate to Simpro, and the cleanup decisions to make on the way. Fixed-price quote inside 48 hours.

  2. Weeks 1–N

    Sandbox Migration & Parallel-Run

    Full migration run in a sandbox first. Both systems then run in parallel for two weeks — every record, transaction and report cross-checked. No risk to live operations.

  3. Cutover

    Go-Live & Handover

    Production cutover on a planned window — typically a weekend. Team training, monitoring active, 30 days post-launch support. Tradify safely retired with full history preserved.

Founder profile

Kasun Wijayamanna

Founder · Perth, WA · Started HELLO PEOPLE in 2008

18+ Years running HELLO PEOPLE

Founded in 2008. Two decades of technology-driven business transformation across Australia.

100+ Projects delivered

Startups to government agencies across mining, healthcare, legal, education and more.

HDR Researcher · Curtin University

Postgraduate research in Artificial Intelligence and Retrieval-Augmented Generation (RAG).

MBA Oil & Gas

Deep technical expertise combined with strong business and financial acumen.

Perth Based in WA

Serving businesses across Western Australia and nationally.

AU+TH International experience

Professional background in Bangkok, Thailand before migrating to Perth.

PHF Paul Harris Fellow · Rotary

Former President of Rotary Club of Booragoon. Over a decade of community service.

Read the full bio — research, career, community involvement and how HELLO PEOPLE runs projects.

See full founder page
Sound Familiar?

Why businesses delay this migration

These are the fears we hear before teams move from Tradify to simPRO. All of them are solvable with proper scoping and a structured migration process.

Job history and site context must survive

Tradify holds your customers, jobs, notes, quoting, and scheduling context. If that arrives in simPRO half-broken, the migration creates more work than it removes.

Field teams cannot lose momentum

The switch has to happen without leaving the office team, schedulers, or field staff unsure where jobs, photos, forms, and invoices now live.

Messy Tradify data comes across with the move

Old clients, duplicate sites, inconsistent categories, and broken formatting should be cleaned before the data lands in simPRO, not after.

Quote, invoice, and workflow continuity matters

Tradify to simPRO is not just a contact import. Pricing rules, workflow stages, templates, and operational logic need to make sense on the new platform.

Connected systems still need to work

Accounting, supplier, scheduling, form, or inventory connections must be rebuilt or re-pointed so the business does not lose automation on day one.

The project cannot turn into an open-ended setup job

The move needs a scoped migration plan with clear cutover assumptions, not a loose implementation where cost grows as you discover issues late.

What We Migrate

Tradify to simPRO migration — what is included

Every migration is different, but here is what we typically cover for a Tradify to simPRO conversion.

Client, site, and contact migration from Tradify into simPRO

Clients, sites, contacts, relationship notes, addresses, and service history moved into simPRO so your team starts with full context.

We map the field structure before migration so site and customer data is usable in simPRO from day one.

Job, quote, and scheduling migration

Active jobs, completed work, quotes, notes, photos, and scheduling context are migrated where supported and rebuilt where simPRO expects a different structure.

The goal is not just to load records but to land them in a format the office and field teams can actually use.

Forms, photos, and attachment migration

Photos, documents, compliance records, and attached files are transferred and matched to the correct entities in simPRO.

Quote, invoice, and operational templates are recreated to suit the target workflow, not just copied blindly.

Integration and workflow rebuild around simPRO

Any accounting, stock, scheduling, or related system connections are rebuilt or re-pointed around simPRO as part of the migration scope.

The move is shaped so operations improve rather than simply recreating the same friction on a new platform.

Capabilities catalogue

Tradify to Simpro migration services we deliver

Every capability below has been delivered for a real Australian trade business — from a single Tradify job migration to a multi-site Simpro rollout with Xero integration and asset-register rebuild. If your scenario is not listed, ask — we build bespoke.

Tradify to Simpro job migration

  • Full Tradify to Simpro migration with parallel-run cutover
  • Active jobs, projects and work orders moved without interruption
  • Recurring service contracts and maintenance plans rebuilt in Simpro
  • Job templates, statuses and workflow stages mapped to Simpro
  • Tradify job cost tracking, labour and materials carried into Simpro
  • Field staff scheduling and dispatch rules rebuilt in Simpro
  • Mobile app rollout to field crews during go-live

Customer & site history preservation

  • Customer accounts, contacts and billing addresses migrated
  • Multi-site customers with separate locations carried into Simpro
  • Site assets, equipment registers and asset history transferred
  • Service history per site and per asset retained for compliance
  • Customer pricing, discounts and account terms migrated
  • Customer notes, communication history and tags preserved
  • Compliance certificates, photos and signed documents retained

Custom forms & assets transfer

  • Tradify forms and checklists rebuilt as Simpro custom forms
  • Mandatory fields, conditional logic and validation re-implemented
  • Photo evidence and signed form submissions retained against jobs
  • Asset registers, serial numbers and warranty data migrated
  • Compliance checklists (electrical, plumbing, HVAC) rebuilt
  • Pre-job safety forms and SWMS templates rebuilt in Simpro
  • Field staff sign-off workflow recreated in the Simpro mobile app

Quote / invoice mapping

  • Active quotes migrated with line items, pricing and customer terms
  • Recurring billing and contract invoicing rebuilt in Simpro
  • Tradify catalogue items, suppliers and price lists carried across
  • Multi-stage progress claims and retentions configured in Simpro
  • Invoice templates, branded PDFs and email templates rebuilt
  • GST, BAS and tax codes mapped from Tradify to Simpro
  • Historical invoices retained as records for audit and reporting

Accounting integration on Simpro

  • Simpro ↔ Xero invoice, customer and payment sync
  • Simpro ↔ MYOB invoice and customer reconciliation
  • Simpro ↔ QuickBooks Online sync
  • GST and tracking-category mapping for clean reporting
  • Supplier bills, purchase orders and material costs pushed to accounting
  • Payroll labour hours fed from Simpro into Xero, MYOB or Employment Hero
  • Multi-entity accounting setups across Simpro organisations

Post-migration extensions

  • Simpro custom reports and dashboards on top of migrated data
  • Power BI dashboards on top of Simpro for management reporting
  • Custom API integration with supplier ordering and procurement systems
  • Trade-specific compliance reporting (electrical, plumbing, HVAC)
  • Customer portal for quote acceptance and invoice payment
  • Asset register synced into a CMMS or maintenance system
  • AI document extraction feeding Simpro supplier bills
Pricing

How we price Tradify to simPRO migrations

Price moves with client and site volume, job and quote history, forms, documents, connected systems, and how much simPRO workflow setup is needed before cutover.

Migration audit call

Tell us what is running in Tradify, what needs to survive in simPRO, and which jobs, photos, forms, pricing rules, or integrations cannot break. We will tell you whether it fits one fixed-price migration or needs phased delivery.

Fixed-price migration scope

Once data volume, workflow mapping, document migration, template rebuild, and cutover risk are clear, you get fixed-price scope covering cleansing, migration, validation, and go-live.

Phase history and integrations separately

If the move includes heavy history, document migration, or several connected systems, we can split it into core operational data first, then history and integrations. Each phase has its own price and sign-off.

Our Process

From Tradify to simPRO — step by step

A structured process so you know what is happening at each stage. No ambiguity, no surprises.

Assess your Tradify setup

We audit data quality, volume, workflow complexity, and connected systems so you get a clear scope and a fixed price before anything starts.

Clean and prepare

Duplicates merged, stale records removed, fields standardised, and templates reviewed before anything moves into simPRO.

Configure simPRO

simPRO is configured around your workflows, user roles, pricing structure, templates, and operational requirements before migration lands.

Migrate data and documents

Clients, jobs, quotes, sites, attachments, templates, and workflow data are extracted, transformed, and loaded into simPRO with validation at each step.

Test and validate

Your team reviews the migrated data in simPRO, checking jobs, clients, forms, document links, and reporting outputs before go-live.

Go live and support

We cut over at the right point, support the first period in simPRO, and keep Tradify accessible as a reference while the team settles in.

Why us

Why HELLO PEOPLE for your migration

  • Fixed-price, always

    You get a clear price before we start. No hourly billing that spirals. No surprise invoices.

  • 100% Australian team

    Your data is handled entirely by our Perth-based team. No offshore processing, no third-party access.

  • Zero downtime approach

    Your team keeps working in Tradify while we prepare simPRO. Cutover is planned, tested, and clean.

  • Data cleansing included

    We do not just move your data. We clean it first so simPRO starts cleaner than Tradify finished.

  • Workflow continuity

    Jobs, forms, quotes, invoices, and connected systems are validated so the move works operationally, not just technically.

Book a 20-min scoping call

We were worried the Tradify history and field forms would make the move too messy. They scoped it properly, migrated the data cleanly, and had the team working in simPRO without the chaos we expected.

Operations Manager Perth plumbing contractor · 18-vehicle field team
Industries

Tradify to simPRO migration by industry

Different businesses carry different job, document, and workflow needs into simPRO. Here is how we help.

Trades and field service business migrating from Tradify to simPRO

Trades & Field Services

Jobs, scheduling, client context, and field documentation moved into simPRO without disrupting operational delivery.

Maintenance team migrating from Tradify to simPRO

Maintenance & Service Teams

Sites, recurring work, service history, and forms moved into a structure that can scale more effectively inside simPRO.

Growing operations team planning Tradify to simPRO migration

Growing Job Management Teams

Businesses shifting from a simpler field-service setup into a broader operational platform with tighter quoting, scheduling, and job costing.

FAQs

Common questions about Tradify to simPRO migration and conversion

How much does a Tradify to simPRO migration cost?

It depends on data volume, job and site history, documents, workflow complexity, and any integrations that need to be rebuilt around simPRO. We scope the actual Tradify setup first, then give you a fixed price before delivery starts.

How long does the migration take?

A typical Tradify to simPRO migration takes several weeks rather than several days. The exact timeline depends on history depth, document migration, workflow rebuild, and how much validation is needed before cutover.

Will we lose job or customer data in the move?

No. We extract from Tradify, validate what is landing in simPRO, and keep the source system untouched until the migration is complete and signed off.

Can the team keep working during the migration?

Yes. The migration is planned so your team continues working in Tradify while simPRO is configured and validated. Cutover happens at an agreed point rather than in the middle of active operations.

Do you clean the data before loading simPRO?

Yes. Duplicates, stale records, formatting issues, and messy structures are addressed before the data lands in simPRO so the new platform starts cleaner than the old one.

Do you handle integrations too?

Yes. If Tradify currently connects to accounting, supplier, form, or other systems, we scope the required integration changes around simPRO as part of the project.

Tell Us About Your Tradify to simPRO Migration

Describe your current Tradify setup, what needs to carry into simPRO, and any workflow, document, or integration requirements. We will come back with a clear migration plan and fixed-price scope.

Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.