The job record serves as a central hub for all job-related information, allowing you to track progress, communicate with clients and team members, schedule appointments or tasks, generate quotes or invoices, and ultimately ensure successful job completion.

• Job Lifecycles track a job through its lifecycle from initial enquiry to completion and payment with a simple, intuitive interface.
• Schedule Jobs streamline the scheduling process with just a few clicks, ensuring optimal organization and effective task allocation for seamless team collaboration.
• Quoting simplify the quoting process by providing a user-friendly interface to generate accurate quotes, enabling you to efficiently provide pricing estimates to clients
• Invoicing generating professional invoices becomes a hassle-free task, allowing you to create and send invoices promptly and ensuring timely payment for your services.

Flexibility Is Key

We understand that every business is unique, and that’s why we’ve made sure our software is flexible enough to adapt to your specific needs. With Traedi, you can customize almost every aspect of the software, opt in or out of features, and tailor the software to your business.

• Calendar View experience seamless scheduling with Traedi's calendar, providing a clear and organized display of your appointments and tasks, allowing you to easily manage your time and stay on top of your schedule.
• Schedule View efficiently manage your team's schedule with Traedi'scomprehensive scheduling calendar, providing a centralized view of your team's assigned jobs, tasks, and events.
• Intuitive Drag & Drop making it effortless to reschedule and adjust schedules, ensuring smooth and flexible job management.
• Smart Defaults intelligent defaults automatically set event details based on the status of the job, saving you time and effort by pre-populating event information such as dates, times, and locations, ensuring accurate scheduling and minimizing manual data entry.

Achieve Organizational Excellence

Achieve organizational excellence by taking ownership of the smallest details with Traedi. From keeping job files organized to staying on top of your leads, quotes and work orders. Traedi empowers you to efficiently manage the little things, resulting in improved productivity and overall organization.

• Automated Text Reminders keep your customers informed and engaged with Traedi's automated text reminders, ensuring they never miss important appointments or deadlines. Increase customer satisfaction and reduce no-shows with convenient and timely SMS reminders, enhancing the overall client experience.
• Email Follow-Ups nurture customer relationships effortlessly with Traedi'sautomated email follow-ups, allowing you to stay connected with clients, address any concerns, and provide exceptional customer service that fosters long-term loyalty and satisfaction.
• Review Requests boost your online reputation effortlessly with Traedi's automatic review request feature. Collect valuable customer reviews and feedback, helping you build trust and credibility while attracting new clients to your business.
• Appointment Confirmations ensure smooth operations and reduce scheduling conflicts withTraedi's appointment confirmation feature. Automatically send confirmation notifications to clients, ensuring mutual understanding and minimizing no-shows, resulting in a more efficient and reliable appointment booking process.