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TAF Tradie App Finder Australia beta

Vendor demo prep

Generate a fair software demo script.

Most demos look good when the vendor controls the story. Use this script to make every vendor show the same real workflow for your trade, team size, and accounting setup.

Demo script generator

Create a fair vendor demo script before booking calls.

Team size
Suggested tools to demo first: Tradify, ServiceM8, Fergus.

Workflow to ask for

  1. Start with a new customer enquiry and create the quote live.
  2. Create a quote for a common service call or small installation.
  3. Add photos, notes, signatures, and compliance records from the field.
  4. Handle a variation after the quote is accepted.
  5. Schedule the job, assign the field user, and update status from mobile.
  6. Create an invoice and show the accounting handoff.
  7. Export the customer, job, invoice, and attachment data you would need if leaving later.

Questions to ask

  1. How does the tool support electricians workflows for a solo operator team?
  2. What exactly syncs with Xero: invoices, tax codes, item codes, payments, customers, and attachments?
  3. Which features require add-ons, higher plans, SMS credits, payment fees, training, or implementation?
  4. What does the field user see on iPhone and Android during the same job?
  5. How long does setup usually take before a team can run real jobs?

Red flags

  1. The vendor cannot show your exact quote-to-invoice workflow live.
  2. Accounting sync requires manual cleanup after every invoice.
  3. The mobile workflow needs too many taps for the field team to keep using it.
  4. Pricing depends on users, modules, jobs, SMS, payments, or implementation but the vendor cannot model your scenario.
  5. Data export is unclear, especially photos, notes, forms, customers, and invoice history.

Next steps

  1. Send the vendor this script before the demo and ask them to use your trade scenario.
  2. Run the same script with two or three tools so the comparison is fair.
  3. Ask the bookkeeper to validate accounting sync before any migration.
  4. Use the migration risk checker before moving live jobs into the new system.

How to use the script

Send the script before the call and ask the vendor to show the workflow live. Do not let the demo become a generic dashboard tour. The goal is to prove whether the product can run your actual jobs.

What a good demo should prove

  • The quote, schedule, field update, invoice, and accounting sync all connect cleanly.
  • The field app is simple enough for technicians to use during a busy day.
  • Pricing, add-ons, implementation, and support are clear before the trial ends.
  • The vendor can explain what happens when you leave the platform later.

When to book the demo

Book a demo after the shortlist is down to two or three products. If the team still has five or more tools under consideration, use the selector and compare builder first.

Next steps

FAQ

Should every vendor get the same script?

Yes. A shared script makes the comparison fair and stops the decision from being driven by sales presentation quality.

What if a vendor cannot show the workflow?

Treat that as a risk signal. It may not mean the product is bad, but it means you need a trial or proof before moving real jobs into it.