How to Switch from Tradify to TradeDesk — Step-by-Step Guide

BLUF: Switching from Tradify to TradeDesk takes about 30 minutes. Export your customer list from Tradify as CSV, import into TradeDesk, and you're running. No data loss, no downtime, no contract penalties (Tradify is month-to-month).

Why Plumbers Switch from Tradify

The most common reasons plumbers switch from Tradify to TradeDesk:

  1. Cost: Tradify costs $47–$61/user/month. TradeDesk Pro is $79/month or $790/year.
  2. Compliance: Tradify has no Form 7/9, no AS/NZS standards, no pipe sizing.
  3. Overkill: Tradify is built for teams of 5-20. Sole traders don't need half the features.
  4. Plumbing-specific: TradeDesk understands plumbing workflows, not generic trade workflows.

Step 1: Export Your Data from Tradify

Before cancelling Tradify, export everything you need:

Step 2: Sign Up for TradeDesk

Go to tradedesk.now/signup and create your account. The 21-day free trial gives you full access to all features — no credit card required.

Step 3: Import Your Customers

In TradeDesk, go to Customers → Import → Upload your CSV file from Tradify. The system will map the columns automatically (name, email, phone, address).

Step 4: Set Up Your Compliance Profile

This is the part Tradify couldn't do:

Step 5: Cancel Tradify

Once you're comfortable with TradeDesk (we recommend running both for a week), cancel Tradify:

What You Gain by Switching

Start your free 21-day trial and see the difference.