Trades & Field Service
Move Tradify Jobs From Enquiry to Invoice With Less Office Work
A Tradify VA can maintain the administrative workflow around quotes, jobs, appointments and invoices. Your trade team stays focused on field work and retains control of pricing, scope and technical decisions.
How the workflow actually runs.
Document the inputs, expected output, and escalation rule for each step before handing it over.
Open The Job
Record Approved Scope Details
Prepare Quote Information
Schedule The Technician
Update Job Status
Collect Completion Details
Prepare Invoice Information
What the role covers.
Typical Tradify tasks handled once the role is trained on your setup.
customer setupjob creationquote administrationschedulingcustomer updatesinvoice preparationjob status maintenance
Best for.
small trade businesseselectriciansplumbersbuildersmaintenance contractors
What changes once the role is running.
Administrative work moves alongside field jobs.
Quotes and invoices are prepared with fewer delays.
Owners spend less time updating jobs after hours.
Tradify virtual assistant questions.
Can a virtual assistant actually run Tradify?
Yes, once trained on your specific workflow. Common Tradify tasks include customer setup, job creation, quote administration, scheduling, customer updates. Scope the role around what you actually need before hiring.
What should stay with my local team instead of the VA?
The licensed or authorised local trade professional retains final technical advice, pricing approval and compliance responsibility.
Who is this best for?
Small Trade Businesses, Electricians, Plumbers, Builders, Maintenance Contractors typically get the most value from a Tradify VA.
How is this different from a generic virtual assistant?
A Tradify VA is trained on this specific platform from day one, so onboarding is faster and the role can start on real production work sooner instead of learning the system from scratch.