Can Claude connect to Tradify?
Yes. Tradify doesn't have an official Claude connector yet, but Helm connects it for you, securely and with only the access you approve.
What is Tradify?
Tradify is job management software for tradies, widely used in Australia and New Zealand, covering quotes, scheduling, timesheets, job tracking and invoicing.
Visit TradifyWhat Claude can do with Tradify
Read or update, depending on your setup
- List open jobs and flag those needing a quote follow-up
- Draft quotes from job details for review
- Summarise unpaid invoices
- Review timesheets for the week
- Summarise a customer's job history
Who uses it
Tradies running their own business
Ask Claude which quotes need chasing and which invoices are overdue.
Office administrators
Have Claude draft quotes and check timesheets before payroll.
Bookkeepers
Use Claude to summarise invoices for BAS.
What your team can ask Claude
“List my open jobs and flag any that need a quote follow-up.”
“Draft a quote for this bathroom job, including GST, and show me before sending.”
“Which invoices are overdue, and by how much?”
“Summarise this week's timesheets by staff member.”
“Summarise all the work we've done for this customer.”
How it connects
There's no official Claude connector for Tradify yet. Helm connects it using the method that suits your setup, whether that's a secure custom connector we build and host, or an AI agent that works inside Tradify with your team's approval. We'll recommend the right one on a 30-minute call.
Looking after your Tradify data
Tradify holds customer details, quotes and invoices, so Helm keeps Claude to the job and billing records your team uses and never lets it send quotes or invoices on its own.
- Only the access you approve.
- Everything stays in your own accounts.
- On Claude's business plans, your data isn't used to train AI models.
Want to learn how to connect Tradify?
Book a 30-minute intro call and we'll show you how Claude can work with Tradify in your business.
Questions about Claude and Tradify
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Helm acknowledges the Awabakal and Worimi peoples as the traditional custodians of the land and waters of Newcastle, where we live and work. We recognise their continuing connection to land, waters and community, and a relationship with this place that spans tens of thousands of years.
We pay our respects to Elders past, present and emerging, and extend that respect to Aboriginal and Torres Strait Islander peoples here today.