Top 8 Job Management Software for Australian Tradies
There are many software programs that help Australian tradies manage jobs, but which ones are the best? Keep reading if you want to find out what the best software programs are for Australian tradies who want help with job management.
Tradify
Tradify allows its users to record notes on jobs that need to be done or have already been completed, compile contacts, including customers, create and complete timesheets, create receipts, and create quotes. (Source)
Tradify only offers one plan, and it costs $39 per user per month. The plan includes the following features:
- Manage customer enquiries
- Track every job
- Create invoices
- Estimate & quote jobs quickly & accurately
- Real time updates between the office & field
- lifetime support
- Integrates with existing accounting software that you use. It works well with Xero accounting software.
Tradify allows you to try the software for 14 days for free so you can decide if it is the best program for you and your business to use. However, if you are not sure if Tradify is the best software for your business, there are many similar programs on the market. Keep reading to find out what they are, how much they cost, and what features each software has.
ServiceM8
ServiceM8 allows its users to do many things and it has an app that you can use on the go. It works on internet browsers on Windows and Apple desktop PC’s and laptops however, the mobile app is only compatible with Apple devices. ServiceM8 allows you to:
- Create professional quotes on site
- Create invoices on site
- App gives directions to job site
- Customers book jobs online
- Communicate with customers
- Create and complete PDF forms
- Manage jobs
- Manage staff
- Capture signatures
- Accept card payments
- Record videos
- Upload videos and photos to the cloud
- Take and store photos
- Record notes
ServiceM8 has 5 plans for you to choose from, and they are reasonably priced. ServiceM8 offers the following plans:
Lite Plan: Costs $9 per month
- Unlimited staff
- Schedule up to 15 new Jobs per month
- Job Management
- Staff Scheduling
- Quoting & Invoicing
- Credit Card Payments
- Online Booking
- Accounting Integrations
- Reporting
Starter Plan: Costs $29 per month
- Unlimited staff
- Schedule up to 50 new Jobs per month
- Job Management
- Staff Scheduling
- Quoting & Invoicing
- Credit Card Payments
- Online Booking
- Accounting Integrations
- Reporting
- Recurring Jobs
- Progress Invoicing
Growing: Costs $79 per month
- Unlimited staff
- Schedule up to 150 new Jobs per month
- Job Management
- Staff Scheduling
- Quoting & Invoicing
- Credit Card Payments
- Online Booking
- Accounting Integrations
- Reporting
- Recurring Jobs
- Progress Invoicing
- Asset Management
- Electronic Forms
- Inbox for company to use
Premium Plan: Costs $149 per month
- Unlimited staff
- Schedule up to 500 new Jobs per month
- Job Management
- Staff Scheduling
- Quoting & Invoicing
- Credit Card Payments
- Online Booking
- Accounting Integrations
- Reporting
- Recurring Jobs
- Progress Invoicing
- Asset Management
- Electronic Forms
- Inbox for company to use
- Job Profitability
- Margin Billing
- Knowledge
Premium Plus Plan: Costs $349 per month. This plan is similar to the Premium Plan above, however also has the following
- Schedule up to 1500 new Jobs per month plus 20c for each additional job
- 1500+ SMS’s per month
- Branded SMS
ServiceM8 has many features that are included in each subscription plan that are not included in the previous list. ServiceM8 has the following features that include, but are not limited to:
- Job history and search
- Job reports
- Checklists and tasks
- Dispatch map
- Add photos and videos to cloud
- Signature capture
- Technician status
- Urgent dispatch
- SMS quotes and invoices
ServiceM8 is one of the best software programs that allow you to manage your jobs if you are an Australian tradie.
ApprovalMax
ApprovalMax has won a number of Xero awards including App Partner of the Year in in 2020 and 2021, and Xero accounting software can be integrated into ApprovalMax if you want to combine them. ApprovalMax helps its users pay bills, purchase orders, create invoices, and approve various payments before they are completed. (Source)
ApprovalMax has an app that you can use on iOS and Android, so you can use this software anywhere at any time.
You can use the ApprovalMax software for free for 30 days, but it costs between $708-$1,596 (excluding tax) per year after that. Although you can pay monthly, you can save up to 17% by paying yearly. (Source)
Approval max has three plans available for you to choose from, and they are:
Standard Plan: Costs $708 per year (exclusive of tax)
- Xero and Dext integration
- Purchase order approval
- Bill review and approval
- Credit note approval
- Sales invoice approval
- Reporting
- Bill-to-PO matching
Advanced Plan: Costs $1,140 per year (exclusive of tax)
- Xero and Dext integration
- Purchase order approval
- Bill review and approval
- Credit note approval
- Sales invoice approval
- Reporting
- Advanced Bill-to-PO matching
- Budget checking
Premium Plan: Costs $1,596 per year (exclusive of tax)
- Xero and Dext integration
- Purchase order approval
- Bill review and approval
- Credit note approval
- Sales invoice approval
- Reporting
- Advanced Bill-to-PO matching
- Budget checking
- Priority support
- Stand-alone workflows
Overall, ApprovalMax will help you manage and pay bills, and help you manage customer payments that are due or overdue, and help you get them paid quickly. Although ApprovalMax doesn’t have the full job management functionality of Tradify and ServiceM8, ApprovalMax does some features of these more advanced programs that are worth looking at, specially if you are not wanting the complexity of a full job management system.
Quotient
Quotient is a program that works well with Xero, and it allows its users to create quotes from anywhere at any time. It even allows you to create multiple quotes for one job, so your customers can see how much each option costs and decide how much work they want to be done at this time. It also allows you to add photos to your quote so your customers can see what the end result will be or how much work needs to be done, and customers can ask you questions about the given quotes through Quotient. (Source)
Quotient has many features, including:
- Customers can accept quotes online
- Include optional items on quotes
- Automate following up with customer
- See when a customer opens your given quote
- Allows customers to ask questions directly on the quote
- Include images and files with quote
- Content templates available for your use
- Includes Price Item library
- Capture leads online
- Collect feedback and reviews when the job is done
Unfortunately, Quotient isn’t free. However, you can try it free for 30 days, and then start subscribing when you decide that it is a great program that will help you run your business. (Source)
Quotient has two plans for you to choose from, and they are:
One Man Band Plan: Costs $29 per month
- 1 Team member included
Business Time Plan: Costs $49 per month
- 2-5 Team members included
Like ApprovalMax, Quotient also doesn’t have the full job management functionality of Tradify and ServiceM8, however Quotient does some features of these more advanced programs that are worth looking at, specially if you are not wanting the complexity of a full job management system and want to focus on nailing your quotes.
If you want to know about more software programs that will help you with job management, keep reading.
Buildxact
Buildxact is a great software program that allows its users to do many things that help them manage their jobs. This program is mainly used by builders and renovators (Source)
Buildxact allows its users to:
- Create quotes quickly and accurately
- Schedule staff and contractors
- Create invoices
- Purchase orders
- Control cashflow and profit
- Track purchases
- Manage variations
You can try Buildxact free for 14 days. However, after that, it costs between $149-$399 per month. There are 3 plans you can choose from. (Source)
Entry Plan: Costs $149 per month
- 1 user included
- Create simple and fast estimates
- Customizable quote builder
You can add another user to this plan for an extra $59 per month.
Pro Plan: Costs $249 per month
- Includes 2 users
- Create simple and fast estimates
- Customizable quote builder
- Job management
- GANTT charts
- Purchase orders & variations
- Available accounting integration
- Flexible Invoicing
You can add another user to this plan for an extra $69 per month.
Teams Plan: $399 per month
- Includes 4 users
- Create simple and fast estimates
- Customizable quote builder
- Job management
- GANTT charts
- Purchase orders & variations
- Available accounting integration
- Flexible Invoicing
- User access controls
You can add another user to this plan for an extra $79 per month.
Although Buildxact is a more expensive software than many of the other software options on this list, it is a great program that will help you with job management, especially those builders involved in whole-of-house projects.
Fergus
Fergus is a software program that will help you with job management, and it will help you get to your various jobs on time because it has a GPS that you can use when you are heading to a job site. (Source)
Fergus allows its users to:
- Create quotes
- Create schedules
- Create invoices
- Create timesheets
- Auto-fill timesheets
- Use GPS
- Integrate other software
- Communicate with team members
- Schedule jobs
- Manage work on-site
- Health and Safety hazard logging
- View job financial reports
- Automated invoice payment reminders
You can try Fergus for free for 14 days, but they also have a free plan that includes the basics of what you need to get the job done. In total, Fergus has three plans available. (Source)
Fergus plans and features included in each:
Free Plan
- Unlimited users included
- 10 Jobs per month
- 3 Invoices per month
- See last 14 days of notes & history
- Easy accounting software integration
Basic Plan: Costs $35 per user per month (excl GST)
- Create timesheets
- Calendar
- Create quotes and estimates
- Supplier integrations
- Create and view invoices
- Job reporting
- Notice board for users
- Notes and conversations
Professional Plan: Costs $60 per user per month (excl GST)
- Includes all Basic Plan features
- GPS tracking
- Add and view files and photos
- Create tasks
- Create checklists
- Tiered pricing
- Purchase orders
- Health and safety
- Business reports available
Overall, Fergus can help you with job management. It is definitely a software program that you should look at if you are an Australian tradie.
WorkflowMax
WorkflowMax is a software program that allows you to manage, track, and report on the various jobs that you are working on or have completed. It also allows you to create quotes and communicate with customers. WorkflowMax is a Xero product, so you can easily integrate Xero if you choose to.
Using Xero with Workflow Max allows you to:
- Create quotes
- Create invoices
- Create timesheets
- Track time worked
- Manage revenue and costs of projects
- Create reports
- Manage jobs
- Track job progress
- View people and their performance
- View profits
- Communicate with customers
- Track proposals
- Track sales projections
- Integrate other apps
Unfortunately, WorkflowMax isn’t free. The cost to use the software varies depending on how many users there are on your plan, there are two plans available. (Source)
You can try WorkflowMax for 14 days for free. Keep reading if you want to know more about the two plans that they have available and the cost of each plan.
Standard Plan: Costs between $33-$385 per month
- Up to 100 users
- Create quotes
- Mobile application
- Client manager
- Custom fields
- Time sheets
- Purchase orders
- Create invoices
- Job costing
- Easy Xero integration
- Document management
- Reporting
- Job management
Premium Plan: Costs between $88-$440
- Includes all features included in Standard Plan
- Productivity reporting
- Client groups
- Recurring invoices
- Xero invoice import
WorkflowMax is a good software program if you are an Australian tradie and need help with job management. It is easy to use and has many features that will help you do your job well.
AroFlo
AroFlo is last on this list, but it is not the least, as it is a good software program that will help you with job management if you are an Australian tradie. It is a cloud-based system, so you can use the software through the app anywhere at any time. (Source)
AroFlo allows you to:
- Track jobs
- Scheduling
- Complete timesheets
- Create quotes
- Purchase orders
- Mobile payments
- Manage inventory
- Create invoices
AroFlo has two plans that you can choose from. These plans are:
Small/Medium Business Plan:
- Up to 20 active users
- Unlimited jobs
- Unlimited support
- Photo/doc storage
Growing Enterprise Plan:
- all features of Small/Medium Plan
- 21 to 200 active users
- Custom onboarding and training
All of the software programs have some very good functionality to help you streamline your business, but it is ultimately up to you which one you choose to use. Which one you choose will vary depending on your company’s needs, how many people work with you, and your budget.
The Xero app store is always a good place to visit should you wish to read customer reviews on apps for your research.