Discover the simplest trade CRM
Key take-away
Fintrano
Is perfect if you want to keep things dead simple, and focus on automated customer communication, live tracking, and review generation - without adopting a broader operational suite. Fintrano also does quotes and invoicing similarly to Tradify but it's more focused on keeping customers informed throughout the process.
Tradify
Is excellent if you want an all-in-one trade job management workflow (quotes-schedule-invoice-payments) with accounting sync and card payments built in.
What is Tradify?
Tradify is a job management software built for trade businesses (electricians, plumbers, gas engineers, HVAC techs, property maintenance, etc) designed to manage the job lifecycle end-to-end. From enquiries, quoting and scheduling to job tracking, invoicing and payments - across desktop and mobile devices.
What
Tradify
does:
- Comprehensive job workflow including quotes, invoices, and payments
- Shared calendar feature that shows workers where to go and what time to arrive
- Scheduling and automated appointment confirmation emails
- Invoicing and Stripe integration
- Accounting sync (Xero, Sage, Quickbooks) as part of plan features
What to
consider
- More moving parts than a simpler system. Setup requires building price lists, document themes and templates and syncing accounting.
- Pricing is per user per month (currently £37 Pro Plan and £44 Plus Plan per user per month)
- Text messages are an add on priced per month.
When Fintrano
makes sense
Fintrano takes a different approach - We've deliberately kept things simple so you can focus on doing great work rather than learning new software. It was designed to keep customers in the loop every step of the way, reducing your admin and generating reviews from happy, well informed, customers.
Fintrano's philosophy
We believe many small service business find software that tries to do everything overwhelming. If you just need to manage your schedule and look professional to customers, Fintrano strips away the complexity.
- Platform freedom – Your team can use Android, iPhone, or a laptop; whatever they already have.
- You want automatic customer text messages as part of the package. 4 automated texts per job to confirm, remind, track and request feedback.
- Zero learning curve – If you can use a calendar, you can use Fintrano. No templates to configure, no modules to learn.
- Customer experience focus – Automatic confirmations, reminders, live location tracking, and review requests are built in. Your customers get a premium experience without you lifting a finger.
- Review generation – Unlike Tradify, we actively help you build your online reputation by requesting reviews after every job.
- Genuinely simple pricing – 80p per job (or 70p on Pro). No surprises, scales with your business.
When Fintrano
isn't right:
- You require complex job forms, checklists or inventory management
- You need advanced reporting or business analytics
- You are trying to run a multi-person business and want one single app to handle the money, materials and the schedules
- You require certificates within the app
Our features work
for our customers
Automatic
notifications
Live 'on my way'
tracking
Automatic
review requests
Quick Decision Guide
Choose
Fintrano if:
- You want the simplest possible tool for automatic customer communication.
- You want an app that has built in quoting and invoicing.
- You want to work on any device: Android, iPhone, PC, or tablet.
- You want simple job management.
- The customer experience and building your online reviews is your top priority.
- You want fast and easy setup and configuration.
Choose
Tradify if:
- You want a trade-specific system to run quoting, scheduling, invoicing and payments end-to-end.
- You're comfortable with per-user pricing and tier/add-on packaging.
- You want an app that provides certificates built into it.
