Tradify
15 Case Studies
A Tradify Case Study
Nelson Garage Doors, a family-run business serving the Nelson & Tasman region and owned by Craig and Leonie, wanted a lifestyle change and to grow into a friendly, efficient, and profitable operation. Their challenge was linking office and field workflows, going largely paperless, and simplifying quoting, inventory and invoicing; to achieve this they adopted Tradify (job management software) alongside Xero, Google and Quotient.
Using Tradify as their central job-management platform, integrated with Xero and Quotient, Nelson Garage Doors created a paperless workflow that lets the office and three full-time technicians exchange information in real time, share templates and inventory, and simplify invoicing and reporting that previously required an accountant. The result was improved efficiency and profitability, faster and clearer quotes and invoices, and stronger customer retention and satisfaction — outcomes attributed to the implementation of Tradify.
Craig
Owner