How to Cancel Tradify: Complete Guide

What is Tradify

Tradify is a job management and quoting platform built for trades and service businesses, offering job tracking, quoting, invoicing, scheduling and accounting integrations. The service is sold per user with tiered feature sets and optional add-ons like SMS and instant websites; current advertised plans start at A$48 per user/month (ex GST) and scale to higher tiers with AI tools and bulk invoicing features.

Plans include Lite, Pro and Plus with differences in automation, reporting and SmartTools. Tradify also offers yearly billing options and enterprise/custom agreements for larger teams.

Customer experience with Tradify cancellations

What users report

Users commonly praise Tradify for usability and responsive support, often noting time saved on admin work. Short user quotes found in public reviews include "Easy to use" and "support is awesome."

On the other hand, several independent reviews and forums reference friction around the cancellation experience, export of data prior to loss of access, and clarity over refunds when on annual billing. These comments repeatedly point to the need for careful timing when cancelling.

Recurring issues and practical takeaways

Recurring themes from user feedback: export your jobs and invoices early, expect your account to stop being accessible after cancellation, and check whether you are on an annual plan that does not refund mid-cycle payments.

Practical takeaway: treat public reviews as signals to document dates, pull CSV exports, and reconcile the last invoice before you proceed.

How Tradify cancellations affect billing and access

Billing is handled in arrears with pro-rata adjustments for the final period; a final payment may be taken to cover service from the start of the month until the cancellation date, processed on a scheduled settlement date. This can result in a charge after you initiate cancellation.

If you are on yearly billing, Tradify states that charges for that yearly period are generally non-refundable and that any reductions in user count mid-cycle will not generate refunds. Keep this in mind when evaluating whether to cancel part-way through an annual term.

After cancellation, account access may be removed and built-in features such as web enquiry forms or connected services may continue to behave differently; make sure you have exported any required records before access ends.

Common financial outcomes to expect with Tradify

Possible outcomes include a final pro-rata invoice, continuation of some integrations until the account is fully closed, and forfeiture of prepaid annual fees when applicable. These outcomes are consistent with the platform's billing FAQs and user reports.

Keep an eye on your card and merchant statements for any delayed settlements and reconcile them against the last Tradify invoice.

Documentation checklist for cancelling Tradify

• Account statement: last invoice and date of charge.
• Billing history: screenshots or exported invoices showing regular billing cycle.
• Exported data: CSV exports for Jobs, Invoices, Customers, Suppliers and Price List Items as relevant.
• Subscription terms: copy of your subscription or annual billing terms and any partner/agreement notes.
• Payment method record: card descriptor and bank statement lines for reconciliation.
• Support records: reference numbers or summaries of any communication about billing or data export.

Practical steps to prepare before you cancel Tradify

First, identify whether your plan is monthly or yearly and note the billing date and any annual payment conditions. This determines whether you will face a pro-rata final charge or a non-refundable annual fee.

Next, export all essential operational data: jobs, invoices, customers, suppliers and price lists. Tradify provides CSV export points for these record types; exporting before losing access prevents data gaps.

Additionally, reconcile outstanding invoices and payments so you know which receivables and payables remain after account closure. This reduces surprises on your accounting ledger.

Documentation and evidence strategy if a dispute arises

Keep dated copies of invoices, billing statements and exported CSVs. A clear timeline of actions and dates is the strongest support if you need to dispute a charge with your card issuer or raise a formal complaint.

Record the exact date you exported data and the file names or checksums if possible. This helps demonstrate you took reasonable steps to preserve business records.

Subscription plans and pricing

Prices and features are taken from Tradify's AU pricing pages and reseller summaries; taxes and add-on fees may apply for SMS and website features.

Plan feature highlights and differences

Use this comparison to estimate whether downgrading or cancelling makes financial sense mid-cycle, particularly under yearly billing rules.

Address

• Address: 81 Union Street, Auckland Central, Auckland, NZ 1010

The address above is Tradify's registered/office address listed in company records. Use it only as a reference; do not treat this as a procedural instruction.

What to do after cancelling Tradify

Immediately after cancellation, verify your bank or card statements for the final posted charge and any later adjustments; reconcile that charge against your last Tradify invoice.

Store the exported CSVs and a local backup of critical documents in your accounting system. If you run payroll or have linked third-party apps, check integrations so no jobs or invoices are orphaned.

If you plan to move to a different job management tool, map the exported fields (customer, job, invoice, item) to the new system before import to reduce manual cleanup. This reduces downtime and invoice errors during the transition.

Finally, if you encounter an unexpected charge or access problem, present the documented timeline, exported files and invoices to the billing dispute channel offered by your payment provider or the relevant consumer regulator as applicable.