What the Board reads from Tradify
Jobs, quotes, timesheets and invoices; the Board reads status, hours against quote and completed-not-invoiced.
What Tradify doesn't do
No compliance register, no forward cash view, no drafted chasers or follow-ups.
How it fits
Nothing replaces your tool and nothing writes into it. The register holds the dates it doesn't; the Business Brain holds the procedures; the Board reads its exports or API and puts them beside cash and compliance on one page, with a morning check. If a connection isn't available on your plan, the Snapshot says so before anything is promised.
Automations that use Tradify data · Get a price →
Other tools: Xero · MYOB · QuickBooks Online · ServiceM8 · Simpro · AroFlo · Cliniko · Halaxy · Square · Lightspeed · Mindbody · FareHarbor and Rezdy
Written by Christian Stewart, Stewart Systems, Wollongong. Published 2026-09-29. Records and flags, not legal, WHS or insurance advice; rules change, check the regulator for the current one.