Tradify + MonsterSMS.ai
Tradify Integration

Tradify Manages Your Trade Business. Monster SMS Keeps Customers in the Loop.

Tradify was built for electricians, plumbers, builders, and every other tradie who needs to run a professional operation from their phone. Add Monster SMS to automatically follow up quotes, confirm scheduled jobs, and keep customers updated -- without adding a single task to your plate.

Start Free Today

Free plan available. No credit card required. 5c per message on paid plans.

Home / Integrations / Tradify
Example Workflow
Trigger: Quote sent in Tradify -- follow up automatically 48 hours later
Hi Phil, just checking if you had a chance to look over the quote for your hot water system replacement. Happy to answer any questions or adjust the scope. Call us on 0400 000 000 or reply here. Cheers, Dan from Precision Plumbing.

Sound familiar?

📝

Quotes go cold after two days

You spend time on-site, put together a detailed Tradify quote, send it -- and then hear nothing. Most lost quotes are not rejections. They are forgotten. An automatic follow-up SMS brings the customer back.

📞

Customers ring for updates you do not have time for

Tradies get calls asking "when are you coming?" all day. Proactive SMS updates about scheduled start times and technician arrivals cut inbound calls significantly.

🔒

Warranty follow-ups fall through the cracks

Checking in with a customer 12 months after a job is a powerful way to win repeat work and referrals. Tradify holds the job history. Monster SMS can remind them automatically.

What you can automate with Monster SMS and Tradify

📄

Quote acceptance follow-ups

Set a Zapier delay of 48 hours after a quote is sent from Tradify, then fire a conversational SMS follow-up. This alone can recover 20 to 30 per cent of quotes that would otherwise go cold.

🗓️

Job scheduling confirmations

When a job is scheduled in Tradify, send the customer a confirmation SMS with the date, time window, and what to expect. Reduces rescheduling requests and improves first-visit success rates.

🛡️

Warranty and service reminders

Use Tradify job data and Zapier's date-delay feature to send a service reminder 6 or 12 months after job completion. Drives repeat bookings without any manual calendar management.

⭐

Post-job review requests

Automatically ask for a Google or Facebook review within 24 hours of a Tradify job being marked complete. Happy customers respond fastest when the job is fresh in their mind.

How it works

1

Connect Tradify via Zapier

Link Tradify to MonsterSMS.ai through Zapier. Select the triggers you want to action -- quote sent, job scheduled, job completed. No technical knowledge required.

2

Write your tradie templates

Create SMS templates that match how your trade business talks. Pull in Tradify fields like job description, customer name, address, and scheduled date for personalised messages every time.

3

Let the automation handle the follow-up

Once set up, your quote follow-ups and job confirmations run automatically. You get notified of any customer replies and can jump in when a real conversation is needed.

Trusted by tradies in Australia and New Zealand

25%
More quotes accepted with SMS follow-up
98%
SMS open rate vs 21 per cent for email
5c
Per message on paid plans
★★★★★

"I use Tradify for everything -- quoting, scheduling, invoicing. Adding Monster SMS was the missing piece. The automatic quote follow-up alone has recovered several jobs a month that I would have otherwise lost. Best thing I have added to my business all year."

Shane M. - Licensed electrician, Auckland NZ

Frequently asked questions

Can I run Tradify, Xero, and Monster SMS together as a triple integration?
Yes, and many trade businesses do exactly this. Tradify handles job management and quoting. Xero handles invoicing and accounts. Monster SMS handles customer and payment communications. All three connect through Zapier independently, so you can have job-based SMS reminders firing from Tradify events and invoice-based reminders firing from Xero events simultaneously. See our Xero integration page for the invoicing side of this setup.
Does Monster SMS work for New Zealand trade businesses using Tradify?
Yes. Tradify is extremely popular in New Zealand and MonsterSMS.ai supports NZ mobile numbers. Your messages route through Australian carrier infrastructure and comply with both Australian and New Zealand telecommunications and spam legislation. NZ businesses pay the same rate per message as Australian customers.
How do I delay a quote follow-up SMS by 48 hours in Zapier?
In Zapier, add a "Delay" step between your Tradify trigger (quote sent) and your MonsterSMS.ai action (send SMS). Set the delay to 2 days or 48 hours. Zapier will hold the action in queue and fire the SMS at the right time. You can also set a condition to skip the SMS if the quote has already been accepted before the delay expires.
Can I customise messages per trade type?
Yes. Within MonsterSMS.ai you can create multiple SMS templates. If you operate across different trade types (electrical, plumbing, solar), create a separate template for each and use Zapier filters to route Tradify jobs to the correct template based on job category or tag.
Is opt-out required on every SMS I send to trade customers?
Transactional messages like job confirmations and quote follow-ups sent to existing customers do not legally require an opt-out under the Spam Act 2003, as they relate directly to an existing commercial relationship. However, MonsterSMS.ai includes opt-out handling by default on all messages as best practice, and we recommend keeping it active to maintain compliance and customer goodwill.

Related resources

API Integration

Build It Your Way with the Monster SMS API

Monster SMS is more than a messaging tool. It is a full platform with 35 API endpoints across SMS, Contacts, Lists, AI Agents, Conversations, and Templates.

POST POST /api/contacts/ Create contact with custom fields for new trade client
curl -X POST https://app.monstersms.ai/api/contacts/ \
  -H "Content-Type: application/json" \
  -H "x-api-key: YOUR_API_KEY" \
  -d '{
    "phone": "+61400000000",
    "firstName": "Ben",
    "lastName": "Carter",
    "email": "[email protected]",
    "customFields": {
      "trade": "Electrician",
      "region": "Gold Coast",
      "source": "Tradify"
    }
  }'
📨

Batch SMS

Send to hundreds of customers in one API call. Ideal for job reminders and team notifications.

📋

Contact Import

Push trade clients directly from your job management system into Monster SMS with custom fields.

🤖

AI Agents

Let an AI agent handle incoming replies and customer questions automatically around the clock.

🔔

Webhooks

Get delivery callbacks for every message so your system knows exactly what was received.

Simple, transparent pricing

Free
$0
/month
100 msgs/mo
Starter
$50
/month
1,000 msgs/mo
Pro Plus
$275
/month
6,000 msgs/mo
Advance
$600
/month
15,000 msgs/mo

Top-ups available from 5.5c per message. Free plan includes 100 msgs/month, no credit card required.


per SMS on any paid plan

Win more quotes. Lose fewer customers.

Connect Tradify with MonsterSMS.ai and automate quote follow-ups, job confirmations, and warranty reminders via SMS. Built for the AU and NZ trade market. Free to start.

Start Free Today

Free plan available. No lock-in contracts. 5c per message on paid plans.