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Switching from Tradify to Taskr

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Quick Comparison

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Why Teams Switch

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Terminology Mapping

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Jobs & Work

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People & Customers

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Pricing & Finance

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Scheduling

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Tracking

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Feature Comparison

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What Works Similarly

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What’s More Capable in Taskr

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What’s Different

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Data Migration

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What to Export from Tradify

1. Customers (essential)
   • Settings > Export > Customers
   • CSV format
2. Contacts
   • Included with customers, or separate export
   • Link to customers in Taskr
3. Price Book (recommended)
   • Settings > Export > Price Book
   • Labour and materials
4. Jobs (optional - for history)
   • Reports > Job export
   • For reference only

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Tradify to Taskr Field Mapping

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Customers

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Price Book → Products/Services

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Step-by-Step Export

Tradify: Settings (cog icon)
→ Import & Export
→ Export Customers
→ Download CSV

Tradify: Settings
→ Import & Export
→ Export Price Book
→ Select All Items
→ Download CSV

Tradify: Reports
→ Job Report
→ Set date range (all time)
→ Export to CSV

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Workflow Comparison

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Creating a Job

1. Jobs > New Job
2. Select customer
3. Add job details
4. Add tasks (optional)
5. Save
6. Schedule from calendar

1. Jobs > Create Job (or Cmd+K)
2. Select customer
3. Add description
4. Assign and schedule
5. Done

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Quoting

1. Create quote from job or standalone
2. Add from price book
3. Apply markup
4. Add notes/terms
5. Send via email

1. Quotes > Create Quote
2. Select customer
3. Add products/services
4. Add terms
5. Send

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Job Costing

1. Add labour time
2. Add materials
3. Apply markups
4. View profit margin
5. Generate invoice

1. Track time (timer or manual)
2. Add products used
3. View costs vs. billing
4. Generate invoice

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Time Tracking

1. Start timer from job
2. Timer runs in background
3. Stop when done
4. Review in timesheets

1. Start timer from job
2. Timer runs (visible in header)
3. Stop timer
4. Auto-creates time entry

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What Tradify Users Love About Taskr

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Asset & Compliance Management

• Complete asset register
• Asset-level service history
• Compliance scheduling
• Certification tracking
• Fault management with workflow

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Team Scheduling

• Visual week/month planning
• Drag-and-drop scheduling
• Team workload visibility
• Conflict detection
• Route consideration

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Reporting & Insights

• Customizable dashboards
• Team performance metrics
• Job profitability analysis
• Compliance status reports
• Trend analysis

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Customer Experience

• Customer Portal: Clients see their jobs, quotes, invoices
• Professional documents: Branded quotes and invoices
• Communication history: All interactions tracked

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Migration Timeline

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For Typical Tradify User

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Quick Start Path

Day 1 AM: Export Tradify data, set up Taskr
Day 1 PM: Import customers, price book
Day 2 AM: Test workflows, create sample jobs
Day 2 PM: Brief team training
Day 3: Go live!

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Tradify Habits to Adjust

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Job Management

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Navigation

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Pricing

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Common Questions

Taskr tracks costs vs. sell prices. Set your markups in product prices or override per-job.

Yes, as reference records. Active jobs should be recreated fresh in Taskr.

Use progress notes to track stages of work. Or create job templates with standard phases.

Taskr integrates with Xero, MYOB, QuickBooks, and more. Your accounting connection will work.

Yes! Tradify users typically find Taskr intuitive. Similar concepts, clean interface.

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Migration Checklist

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Before Migration

• Export customers from Tradify
• Export price book
• Export job history (for reference)
• Note current integrations
• Create Taskr account
• Configure organization settings

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During Migration

• Import customers
• Import/create products and services
• Set up job templates
• Test sample job creation
• Test sample quote
• Test sample invoice
• Verify accounting integration

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Go Live

• Invite team members
• Quick training session
• Create first real jobs
• Complete first job
• Generate first invoice
• High-fives all around! 🎉

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First Week

• Daily team check-ins
• Collect feedback
• Refine workflows
• Set Tradify to read-only
• Export final reports from Tradify

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Getting Help

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Tradify Switcher Resources

• Field Technician Guide - Daily workflows
• Office Admin Guide - Office operations
• Operations Manager Guide - Team management
• Real-World Examples - Practical tutorials

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Support

• In-app chat: Quick questions
• Email: [email protected]
• Phone: Available for migration support