2025 Release Notes

Stay up to date with our latest product releases, view our roadmap, and share your feedback on our Product Updates page.

What are release notes?

We are regularly updating Tradify and making it better to help you manage your business, and our release notes ensure you stay up to date with these enhancements. Release notes are a log of new features, improvements, bug fixes, and performance updates in each of our software releases. They help you stay informed about improvements and changes within Tradify that may impact your workflow. Keeping up to date helps ensure you’re using the latest tools efficiently, and avoid surprises. 

January

January 13, 2025

Bug Fixes & Enhancements:

• SmartWrite is now included on the Plus features list within the Choose Your Plan page, including hover-over text for additional details.
• Fixed an issue in the search functionality, when the search function was meant to search word-by-word but was instead searching for the entire text. This has been updated to correctly process each search word individually, improving search accuracy and functionality.
• We have added a total due amount on invoice overdue and unpaid invoices lists, allowing you to easily see outstanding payments.
• We have added a total counter for all tabs on the customer view (Excluding ‘Information’)
• New staff members will now have ‘Basic’ permissions by default, this includes ‘Jobs’ & ‘Timesheets’ permissions. Previously they would also have ‘Invoice’ permission.

January 14, 2025 

Mobile App Version 7.30.0

SmartWrite (available on Plus Plan):

• Placeholder text has been added to the Draft Quote description field when empty, encouraging users to try the SmartWrite feature.

Bug Fixes & Enhancements:

• Fixed an issue where the mobile keyboard was blocking Quick Note’s text area.
• New staff members will now have ‘Basic’ permissions by default, this includes ‘Jobs’ & ‘Timesheets’ permissions. Previously they would also have ‘Invoice’ permission.

January 14, 2025

Bug Fixes & Enhancements:

• Email field is now prepopulated on the NZ Electrical Certificate.
• We have disabled new Northern Territory Certificate of Compliance forms from being created. Users still retain the ability to edit/preview/print any existing forms.

January 15, 2025

Bug Fixes & Enhancements:

• Added a Due Date filter to the Unpaid and Overdue tabs on the Invoice list screen, along with displaying the filtered total due amount at the top right.
• Fixed a spelling mistake on Landlord Gas Safety and Boiler Record Certificates.

January 16, 2025

Bug Fixes & Enhancements:

• Updated the tooltip within the appointment modal so it now shows a preview of the text (SMS) reminder message.

January 17, 2025

Bug Fixes & Enhancements:

• Added a “Licence Number” field to the staff member “Personal Information” section.
• Added the ability to prepopulate forms & certificates with the staff licence number when applicable.
• Fixed an issue where the error message "customerSMSEnabled is required" prevented companies from creating and scheduling Recurring Job types. This issue previously affected all countries where SMS was not enabled.

January 20, 2025

Bug Fixes & Enhancements:

• Fixed an issue where users were unable to save a job after canceling a create new customer attempt via the job details view.

January 21, 2025 

Mobile App Version 7.31.0

Bug Fixes & Enhancements:

• Added the ability to create a job task when scheduling a job appointment
• Users can now access their referral code within ‘Settings > Mates Rates’.

Web

Bug Fixes & Enhancements:

• Enhanced the job search and filtering functionality by including additional customer location fields alongside site names.
• Resolved a crash issue when adding new options in the customer autofill field.
• The address from an enquiry is now copied to both the physical and delivery addresses.
• Improved error messages so the wording dynamically adjusts for singular and plural forms.

Trade HQ

Bug Fixes & Enhancements:

• The "Accept Quote" button is now disabled when a Quote includes only optional items. Ensuring customers select at least one option in order to proceed.

January 22, 2025

Bug Fixes & Enhancements:

• Added the ability to send confirmation emails after an appointment has been saved, so long as a confirmation email has not already been sent.

January 23, 2025

New Features & Enhancements:

• Increased the text limits with the ‘Description of works’ field on QLD Certificate of Testing.
• Added the ability to bulk Mark invoices as paid.
• Added brief explanations for different settings within the settings page that didn't have any yet.
• Creating a Bill via SmartRead now automatically adds a Note with the scanned bill attached and adds “Source Document” as the description. Furthermore, syncing bills to accounting software now automatically includes the scanned bill.

January 24, 2025

New Features & Enhancements:

• Fixed an issue where the Bill Status was displayed as 'Undefined' on the Supplier Page.

January 28, 2025 

Mobile App 7.32.0

SmartWrite (available on Plus Plan):

• The following SmartWrite options have been added to mobile in all Rich Text Editor fields:
  • Fix Spelling & Grammar
  • Improve Format
  • Summarise
  • Elaborate
  • Change Tone To Professional

Bug Fixes & Enhancements:

• Added pagination within the price list items search page, making navigation easier.

Web

Bug Fixes & Enhancements:

• When creating a quote using a template from a Job or a Customer will now use Job’s or Customer’s pricing level by default, instead of template’s pricing level.

• Added a new country option:  Cook Islands.
• Add the ability to auto-fill company licence numbers on forms & certificates.

January 30, 2025

New Features & Enhancements:

• The Appointment modal now displays the customer name as a clickable hyperlink, which opens the Customer Information modal.

Bug Fixes & Enhancements:

• The accounting integration modal no longer pops up after bulk marking invoices as paid
• Fixed a broken help article link on the ‘Add a connection’ window.
• Fixed an issue where the counter in the Job status drop down wouldn't update when changing a jobs status within the list view.
• Updated the wording of the description for ‘Settings > Pricing Levels’.
• The 'Reset 2-step authentication' button is visible only to selected admins.

January 31, 2025

New Features & Enhancements:

• Added a Service Reminders list tab within the customer details screen.

February

February 3, 2025

Mobile App Version 7.33.0

• Updated the help article linked on Add Connection page

February 14, 2025

Bug Fixes & Enhancements:

• Fixed issue where some customers were unable to import bills via CSV.
• Under the hood improvements to our error reporting that will provide us more info when Invoice/Quote calculation errors occur.

February 18, 2025

Bug Fixes & Enhancements:

• Resolved an issue with fields not rendering correctly in EICR form.
• Removed an unnecessary signature field from the EICR form.
• Fixed an issue where a big Company Logo in Enquiry Setting was blocking the Upload Logo button.

February 20, 2025

Mobile Web Optimisation:

• All onboarding screens now have a responsive layout, ensuring a great experience on mobile devices.

Bug Fixes & Enhancements

• Fixed a timesheet rounding issue when creating an invoice from Time & Material.

February 27, 2025

Mobile Web Optimisation:

• The numeric keypad will now be invoked for the phone number field on the Sign-Up screen.
• The email field will now support auto-population.

February 28, 2025

Bug Fixes & Enhancements:

• Fixed an issue with Google Maps where the info popup showing a link to a Staff Member’s appointments for today was not appearing.

March

March 4, 2025

Bug Fixes & Enhancements:

• Fixed issue where the Bills > ‘Send to Accounting’ option was showing for companies not integrated to accounting packages.

March 5, 2025

Bug Fixes & Enhancements:

• Fixed an issue where users could accidentally pay a subscription invoice multiple times due to the payment button remaining enabled during processing.

March 6, 2025

Mobile App Version 7.34.0

Bug Fixes & Enhancements:

• Fix an issue with Mate Rates referral link not loading correctly.
• Updated the Help article link within the Integrations Settings screen.

March 7, 2025

Mobile Web Optimisation:

• Fixed a UI issue on onboarding screens where a grey background appeared on small screen sizes.

March 10, 2025

Bug Fixes & Enhancements:

• Fixed a Google Maps issue where searching for an address didn’t display the exact location on the map.
• Adjusted the hover area of the Job icon on the Map so the tooltip now appears as expected.

March 11, 2025

Mobile Web Optimisation:

• Adjusted padding and margins on Onboarding screens for the mobile web experience for a polished look.

March 12, 2025

Mobile Web Optimisation:

• The Phone Number field now invokes the numeric keypad (numbers only) for easier input.

March 13, 2025

Bug Fixes & Enhancements:

• Set the default zoom level on Google Maps to display at a more appropriate level.

March 20, 2025

Mobile Web Optimisation:

• Fixed a styling issue on iOS mobile devices where selected values in dropdowns appeared light grey.

March 25, 2025

Bug Fixes & Enhancements:

• Fixed an error that occurred for Sage-integrated UK users when approving an invoice for a customer that is located in another EU country.
• Fixed an issue where 'No Tax' invoices could sometimes include items with a non-zero tax rate by adding a validation error.
• Updated the tax description in Tradify from Xero when updating tax in Tradify to keep both systems in sync.

March 26, 2025 

Mobile App Version 7.36.0

Bug Fixes & Enhancements:

• Upgraded iOS SDK to iOS 18.

Web

Bug Fixes & Enhancements:

• Improved the CSV customer site import email validation to ensure each email is max 70 characters, there are no more than 10 emails, and commas are handled correctly.
• Updated the appointment reminder text to default to "New Reminder" instead of "Update Reminder" when sending after being previously saved.

March 27, 2025

Bug Fixes & Enhancements:

• Fixed an issue where French customers were able to integrate with Xero and QuickBooks from the Billing Run screen. The integration icon has now been removed to prevent unintended access.

April

April 2, 2025

• Added a 'Lead Source' field to customer records.

April 3, 2025 

• Added the new 'Lead Source' field to customer csv templates, allowing it to be included on imports.

April 7, 2025

• Resolved an issue where importing an empty job file  did not generate an error message.

Apri 8, 2025

Mobile App Version 7.37.0

• Removed the usage of the “Acumin Pro” font across the mobile app.
• Fixed an issue where phone calls from the Customer page was not working on iOS 18.

April 10, 2025

• Renamed 'Tasks' within the To Do List to 'To-Dos' for improved clarity and to help users avoid confusion with Job Tasks.

April 11, 2025

• Fixed an issue where any staff permission changes were not updating in current active sessions, specifically when switching to one of our internally defined standard roles.

April 15, 2025

Web

• You can now assign To-Dos to your teammates!🎉
  • Staff with Scheduling & Dispatch permission can now assign To-Dos to teammates in their Tradify company. Assigned staff can view, edit, and mark To-Dos as done.
• New location fields have been added to the jobs CSV import, export and template.

Mobile App Version 7.38.0

• You can now assign To-Dos to your teammates!🎉
  • Staff with Scheduling & Dispatch permission can now assign To-Dos to teammates directly from the mobile app. Assigned staff can view, edit, and mark To-Dos as done- all from their phone.
• Fixed an issue where the SmartWrite banner persists on the screen after changes are undone.

April 16, 2025

• Fixed an issue where Enquiries menu was displayed for those on Lite subscription plan.

April 17, 2025

• Fixed a bug causing some NZ mobile numbers to incorrectly be validated as having the wrong format.
• Hid the staff assignment functionality for sole traders within the To-Do List.

April 23, 2025

• Fixed a calculation issue related to unit prices on bills sent to Sage when tax inclusive.

April 24, 2025

• Archived users can no longer login to the web and mobile app.

April 28, 205

• Updated customer CSV import to add fields formatted as Notes[fieldname] as customer notes in Tradify.

April 29, 2025

Web

• When a staff member is assigned a To-Do task, they will now receive a notification email with a direct link to the To-Do modal. The notification is sent only if the staff member’s Job Notifications Email toggle is turned ON.
• Fixed columns order in Job export csv.

Mobile App Version 7.39.0

• Job description now carries over to invoice when creating an invoice from job, specifically when using an invoice template with blank description.
• 'Task Due Date' is now shown by default in the calendar.

April 30, 2025

• Renamed the "Job" Notifications Staff Member setting to "Job and To-Do Alerts" and updated the associated tooltip for clarity.

May

May 2, 2025

• Fixed an error triggered when deleting a job scheduled with Connection.

May 6, 2025

Mobile App Version 7.40.0

• When a staff member is assigned a To-Do task, they will now receive a push notification with the option to open the To-Do Details screen directly from the notification. This will only occur if the staff member’s Mobile App Job and To-Do Alerts toggle is turned ON.
• The creator of the To-Do task is now displayed as “Entered By,” similar to how job tasks are shown.
• Resolved the follow issues with scrolling in the To-Do List:
  • After scrolling down the list and switching to another tab, the focus will now return to the top of the list as expected.
  • Resolved an issue on iOS where scrolling the To-Do List sometimes wouldn't work.

May 7, 2025

• Added a "meatball" style menu to To-Do list items with the following options (based on user permissions):
  • New Quote
  • New Job
  • New Appointment
  • New Purchase Order
  • New Invoice
  • The "Delete" option has also been moved inside this menu.
• Enabled the option to import new job statuses and their colour when importing Jobs.

May 9, 2025

• Improved the error message that displays when users with insufficient permissions try to authenticate Xero.

May 13, 2025

Mobile App Version 7.41.0 

• The company licence number on certs is now auto-filled based on the details added in company settings.
• Staff Member licence number on certs is now auto-filled based on the details added against the staff member profile.

May 14, 2025

• Enabled the ability to upload ZIP files for CSV imports

May 15, 2025

• Updated the phone number validator library to support our latest rules.

May 20, 2025

Mobile App Version 7.42.0

• Fixed an issue where the reference to Purchase Orders was missing when copying Purchase Orders to a Bill.
• Fixed an issue on Android where deleting a photo from a note attachment could delete the wrong photo.

May 27, 2025

• Fixed an issue where the job status filter on the Quotes page was not grouping quotes of the same status together.

May 29, 2025

• Gas Safe Registration Number is now correctly pre-populated using Company License Number.
• Gas Safe License Number is now correctly pre-populated using Staff License Number.

June

June 3, 2025

Mobile App Version 7.43.0

• Improved the layout when selecting a form or certificate from the list by introducing categories into the interface.

June 17, 2025

• Fixed a bug enabling the sign-in button to now reset to its default state after failure, allowing users to retry sign in.

June 18, 2025

• Fixed an issue where invoices were not loading correctly on TradeHQ for countries where Stripe is not available.

June 24, 2025

• Fix an issue that was preventing the Solar PV System Verification Certificate from generating.

June 25, 2025

• Staff without 'Settings' permission no longer have the ability to view or edit customer profile details.

June 26, 2025

• The 'Clear Unused Customer' button within the Customers page now deletes customer profiles that only have notes attached when the notes do not have attachments such as files or images.

June 27, 2025

• Within the Company Settings page, we've added logic to notify users with a warning message when they are  attempting to navigate away from the page when there are unsaved changes to the 'GST registered Status' field.

June 30, 2025

• Business logos and scheme logos can now be added to the following certs for UK Electricians:
  • (EIC) Electrical Installation Certificate

  • (MEIC) Minor Electrical Installation Certificate

    

  • More to come...

July

July 1, 2025

• Business logos and scheme logos can now be added to the following certs for UK Electricians:
  • (EICR) Electrical Installation Condition Report
  • (PAT) Portable Appliance Testing
  • More to come...
• Access Payments is now available for all new UK trialists.

July 2, 2025

• We've added the abbreviated names of the Fire Safety certs across mobile & web- to make identifying certs within the list easier.
• Business logos and scheme logos can now be added to the following certs for UK Electricians:
  • (ELPITC) Emergency Lighting PeriodicInspection And Testing Certificate
  • (ELESCC) Emergency Lighting Existing Site ComplianceCertificate
  • (ELDL) Emergency Lighting Device List
  • (EDN) Electrical Danger Notice
  • More to come...

July 3, 2025

Web 

• Fixed an issue where the 'unsaved changes' notification was being triggered on the forms settings page when no changes were made.
• Business logos and scheme logos can now be added to the following certs for UK Electricians:
  • (ELSC) Emergency Lighting Service Certificate
  • (LCC) Lighting Completion Certificate
  • (MEIMWC) Minor Electrical Installation Multiple Works Certificate
  • (3CMW) Three Circuit Minor Works
  • More to come...

Mobile App Version 7.45.0

• Fixed an issue with the text input section being hidden by the mobile keyboard.
• Fixed a crash that occurred when reopening the app from the background.
• Added a status page link to the network issue error message.

July 4, 2025

• Business logos and scheme logos can now be added to all UK Electrician certs.
• Fixed an issue where a Bill uploaded using SmartRead can be approved with an empty description.