Leave Tradify. Keep every job and customer.
Tradify is a capable job management tool, but statutory inspection is not its core. If your work produces certificates against LOLER, PUWER or any other UK regime, the workflow fights you. We migrate your full history and rebuild the pipeline around how inspection work actually runs.
Why firms leave Tradify
The problems you already know about.
Jobs without assets
Inspection work hangs off the asset: its history, its due date, its safe working load. A job-first tool has nowhere to put that.
No statutory output
A Report of Thorough Examination is not an invoice attachment. Building compliant certificates outside the system means double entry.
Pipeline stages that do not fit
Quote, do, invoice works for trades. Examination cycles, defect follow-ups and recalls need stages of their own.
Recall left to memory
Six-month and twelve-month statutory cycles need a system that generates the work itself, not a calendar someone maintains.
The commitment
Stated as a guarantee, because it is one.
- We migrate everything: companies, sites, zones, assets, asset categories, inspection history, existing certificates, recurring schedules, engineer records, qualifications, templates and branding
- Five working days from receiving your export to your data live in CertFlow, with engineer training to follow
- We build your first bespoke template
- We train your engineers
- We run your old system and CertFlow in parallel
- You do not pay until you have validated the migration
- No asset limit. No volume cap.
The process
Export to go-live, step by step.
- 01
Export received
You send us an export from your current system, spreadsheets, paper scans or a database dump. Any format works.
- 02
Staging environment built
We build your CertFlow environment on a staging copy: companies, sites, zones, assets, categories, history, schedules, engineers and qualifications.
- 03
Validation against source
You check the staged data against your source records. Nothing goes live until you have confirmed it is right.
- 04
Template build
We build your first bespoke report template to match the certificates you issue today, with your branding.
- 05
Parallel run
Your old system stays running alongside CertFlow, so there is no cliff edge and no leap of faith.
- 06
Engineer training
We train your engineers on the mobile app and your office team on scheduling, certificates and the client portal.
- 07
Go live
You validate, you approve, you go live. You do not pay until this point.
Proof at scale
A migration we have already run.
A recent migration for a UK lifting and plant inspection business moved their entire operation onto CertFlow in one managed exercise:
Every record validated against the source system before go-live.
A firm that made exactly this move
Favell Mobile Plant Repair ran their business on Tradify until the fit ran out. We migrated 100% of their Tradify job and customer history into CertFlow, rebuilt their pipeline stages around how their jobs actually run, and wired reporting to the assets each job is attached to.
After the rebuild, creating and assigning jobs was 47% faster, and double entry between the field and the office was gone entirely.
Read the full storyOn the other side
What changes on CertFlow.
- Your complete Tradify job and customer history migrated, with nothing lost
- Pipeline stages rebuilt to mirror how your jobs really progress
- Assets at the centre: every examination, defect and certificate against the equipment itself
- Statutory certificates generated from completed jobs, on templates matched to your current output