Tradify Doesn't Fix Your Customer Records Problem
Tradify keeps billing data but lacks an accessible site-specific equipment history database for technicians in the field.
How Customer Records Actually Works With Tradify
The Real Scenario
Repeated diagnostic work is done because techs can't see past service records on site. Binders and legacy customer notes sit in office filing cabinets.
What Tradify Does Well
Tradify is a solid project management platform. It handles:
- +Project scheduling and milestones
- +Document management and RFIs
- +Subcontractor coordination
- +Budget tracking and change orders
Where Tradify Falls Short
But when it comes to customer records, Tradify leaves a gap:
- −No custom form creator for compliance logs
- −No offline map storage or coordinates
- −No truck stock inventory tracking
Signs You Have a Customer Records Problem (Even With Tradify)
- !Can't find past work orders for a customer
- !New tech doesn't know the site's quirks
- !Equipment service history is in a filing cabinet
The Cost of Leaving This Gap Open
Without accessible history, you lose upsell opportunities and repeat the same diagnostic work — costing $200–$500/incident.
Tradify Can't Fix This Because:
Tradify keeps billing data but lacks an accessible site-specific equipment history database for technicians in the field.
Tradify is a project management tool — it wasn't built to solve customer records problems at the field level. That's what we build.
How We Fix Customer Records — Without Replacing Tradify
Map the Gap
We study exactly where customer records happens in your operation with Tradify — the paper, the re-entry, the handoffs.
Build the Bridge
A working prototype that captures field data and eliminates the customer records gap — integrated with Tradify, not replacing it.
Prove It Free
Test the prototype on a real job. If it doesn't eliminate the customer records problem, you don't pay.
Keep Tradify. Eliminate Customer Records.
Tell us about your customer records problem with Tradify and we'll build you a working solution — no commitment, no credit card.