Let's trade better.

Your clients deserve a fantastic experience when viewing your messages, quotes and invoices, and so we’ve refreshed the look and feel of our client portal area to deliver a better client experience. We’ve made big changes to simplify the client portal – especially for mobile devices. Here’s what’s new: Better messages It’s now clearer for clients […]

Easily show customers what’s been paid and what’s outstanding across all their jobs, in one simple statement. Sometimes a customer has multiple jobs – each with different job balances. Before now, sending your customer a summary of what’s outstanding and what’s been paid across lots of jobs meant grabbing balance statements for each job, then […]

Choose which customers you see, and in which order they’re shown with customer filters You can now sort your customers by those with current jobs or outstanding balances, as well as sort them into name or date order. Happy filtering!

Save yourself time by creating Quote Templates for the work you cost often. Creating quotes is now even faster with Quote Templates. Rather than typing out and costing similar work over and over again, save time – and typing – by choosing the template you want to use, then just adjust your costs and your new quote is […]

Want to include images within your email messages, email signatures or notes in YourTradebase? Then we’ve got an update that’ll make you smile… You can now easily include images in all those places 😎 Just drag and drop the images you want to include – or select the icon and choose your image(s) – to add […]

You’ve now got complete control over the colour of your paperwork – thanks to our new paperwork colour selector 🎨 Visit any paperwork and select Actions > Customise > Design to select the perfect colour to match your company brand. You can select a preset colour, choose a colour using the selector, or enter a precise […]

If you need to supply multiple quantities of the same item, or want to cost work based on a quantity, then our latest update makes things a whole lot easier… Introducing work item quantities. Cost up your work item with materials, labour and pricing, then add quantities to show how many of those items are […]

Done the work and ready to get paid? Why wait! Our latest update allows you to collect payment from your customer in-person, there and then. Introducing in-person payments to YourTradebase. If you’re already set up with Stripe, you’re ready to start collecting card payments in-person. Just create your invoice and select Add payment > Take […]

Costing work accurately often means adding materials and labour rates. Our latest update has just made that a whole lot quicker and easier. Until now, adding materials or labour rates to your paperwork meant knowing what you were looking for. You start typing a material and then select the one you need. But what if […]