Revalio and Tradify

Keep Tradify for job management. Revalio does the part it does not.

Tradify is built for the day: jobs, timesheets, quotes and invoices on the phone. Revalio is built for the gap before the job exists, when an enquiry or a quote is waiting on a reply.

What Tradify does

  • Job scheduling and timesheets
  • Quotes and invoices on the phone
  • Purchase orders and supplier pricing
  • Enquiry capture from your website form

What it does not, and Revalio does

  • Watch the inbox and flag an enquiry that has waited an hour
  • Draft the chase when a quote has had no reply for four days
  • Show you what came back, with verified figures kept apart from estimates

Using both

Keep Tradify for jobs and money. Let Revalio watch the inbox, draft the first reply and the quote chase, and send them from your address once you tap OK.

How Revalio works, whichever tools you keep

  1. Connect the inbox your enquiries land in. Gmail or Microsoft 365, read access to the folders you choose.
  2. Revalio watches every enquiry and quote and flags what has gone quiet, with the evidence from the thread.
  3. It drafts the reply or the chase; you approve with one tap. Anything with a price or a promise always waits for you.
  4. Approved messages go from your own address, and a monthly statement shows what came back.

Questions

Tradify already captures enquiries from my site.
Capturing is not answering. Revalio watches what happens next and drafts the reply when nothing has.
Do I need to re-enter anything?
No. Revalio reads the inbox you already use. Quotes you record in Tradify stay there.

Tradify is named here only to describe the job it does; Revalio is not affiliated with it. Other comparisons: Jobber, Checkatrade, lead directories, hiring an office administrator, a virtual assistant.