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:
- Cost: Tradify costs $47–$61/user/month. TradeDesk Pro is $79/month or $790/year.
- Compliance: Tradify has no Form 7/9, no AS/NZS standards, no pipe sizing.
- Overkill: Tradify is built for teams of 5-20. Sole traders don't need half the features.
- Plumbing-specific: TradeDesk understands plumbing workflows, not generic trade workflows.
Step 1: Export Your Data from Tradify
Before cancelling Tradify, export everything you need:
- Customers: Go to Contacts → Export → CSV. This gives you names, emails, phones, addresses.
- Job history: Go to Jobs → Filter by date range → Export. Keep this for your records.
- Invoices: Export any unpaid invoices you need to follow up on.
- Quotes: Export any active quotes that haven't been accepted yet.
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:
- Enter your QBCC licence number
- Select your primary council (e.g., Brisbane City, Gold Coast)
- Enable Form 7/9 auto-generation
- Set up your default pipe sizing preferences
Step 5: Cancel Tradify
Once you're comfortable with TradeDesk (we recommend running both for a week), cancel Tradify:
- Go to Settings → Billing → Cancel Subscription
- Tradify is month-to-month — no cancellation penalties
- Your data remains accessible for 30 days after cancellation
What You Gain by Switching
- Save $500+/year on software costs
- AI-powered AS/NZS 3500 & 5601 standards lookup
- Automatic Form 7 and Form 9 generation
- Pipe sizing calculator (water, sewer, gas)
- Photo compliance analysis
- Council-specific compliance data for 12 SEQ councils
Start your free 21-day trial and see the difference.