What's new in YourTradebase?

Stop clicking attachment filenames trying to find the right image –  start browsing helpful thumbnails to find the right image faster.

We’re happiest when we can make small changes that make a big difference to using YourTradebase everyday. Today we’ve got a little big change that should deliver a big difference.

Message attachments are now displayed as thumbnails, with image previews where available, so you can find the right attachment faster and see exactly what’s attached more easily.

Thumbnails for you.

Rather than a list of attachment filenames, you’ll now see thumbnails and image previews when viewing messages and conversations in YourTradebase.

Click on an image or file to download/view the file, and hover over the partial filename to see the full filename.

Thumbnails for your clients.

The same changes have been made to your client portal, so your clients have a better experience when viewing your messages online, and can browse any pages you send them much more easily.

A better experience for clients, a more professional look for you.

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 to view conversations and messages about their paperwork and events, with easy-to-find buttons to view their paperwork or reply to the message.

We’ve simplified the message box for clients, and we’ll continue to let you know via in-app notifications and email when clients send you a message.

Simpler paperwork

Paperwork has been simplified with everything just a click – or tap –  away. Clients can accept quotes or pay invoices with a clear, easy-to-find button, or easily navigate back to their messages.

Faster contact

We’ve added your company contact details to the top of every screen in the client portal.

When a client clicks the phone button, we’ll show them your contact details (based on Settings > Company details) along with quick-action buttons to:

• call you
• email you
• view your website
• view your address on a map

You can see the changes for yourself via any quote or invoice – select Actions > Preview as customer and see what your client experiences.

We’ve got more updates and improvements planned for our client portal area over the coming months… we can’t wait to share them with you and your 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 sending each statement separately.

Now it’s simple to send an up-to-date statement for all current jobs… introducing balance statements for customers.

Balance statements can be sent whenever you need them – just visit any customer and selecting “View balance statement” under the invoices section.

Balance statements will always be up-to-date with the totals invoices for that customer’s current jobs, and shows:

• Total for each job
• What’s been invoiced
• What’s been paid
• The remaining job balance
• A breakdown of invoices and payments for each job

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 ready to go.

There’s no limit to how many Quote Templates you can create, and you can add as many work items – with materials and labour costs – along with custom introductions, terms and notes for each template you create.

Any Quote Templates you set up are available to everyone on your team.

Quote Templates are simple to set up

You can create quote templates from scratch, or from an existing quote.

To create a new template from an existing quote, just visit the quote, select Actions > Save as template and then give the template a name. Your new template will then be ready to use right away!

To create a template from scratch, just visit Settings > Quotes > Add a new quote template. You can set up a template in exactly the same way you do a quote – with all the same details.

You can make changes to a template, rename it, or delete it anytime via Settings > Quotes > Manage quote templates.

Quote Templates are simple to use

When you create a quote, just select the template you want to use and we’ll populate your new quote with all your templated details.

You can, of course, make any changes you like to your quote before you save and send it.

Simple templating for faster quoting 👍

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 one or more images to your message, signature or note.

You can start uploading and including images in YourTradebase today. Happy uploading!

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 html hex colour code – we’ll remember your colour and set it automatically the next time you create paperwork.

Happy branding!

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 required. YourTradebase will take care of all the calculations for you.

It’s an easy way to cost multiple work of the same item, or to cost work based on a unit like per square meter.

Just select + Qty and the item’s price will be multiplied by your chosen quantity.

You can increment – or decrement – the quantity needed using the + Qty or – Qty buttons, or simply enter your required quantity.

Here’s how that looks:

Cost per item

Materials and labour are updated for you, too. Cost materials and labour per item and we’ll automatically calculate the work item totals, based on the work item quantity.

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 payment now then hand your device to your customer for them to securely enter their card details.

If you haven’t got Stripe set up to process online payments, connecting to Stripe is free and easy.

Learn more about taking in-person payments.

Get your invoices paid right away, with in-person payments from YourTradebase 🚀

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 you’re not sure the exact material name, or want to compare a couple of different material options?

From today, you can now add materials directly from your material list. And the same for labour rates.

Here’s how it works

Just select Add from material list…

You’ll see a complete list of all your saved materials…

You can search your material list for specific items, and see everything that matches…

Or filter by a category or brand…

When you find the material you need, select Add this material and it’ll be added to your material costs, ready to enter a quantity…

We hope this update makes finding and adding materials and labour costs to your paperwork much easier 👍

Happy costing!

Our latest update allows you to quickly duplicate entire work items on your paperwork with the click of a button.

We’ve added a quick and easy way to duplicate work items on your paperwork… introducing the duplicate button!

Hit the new duplicate button and we’ll copy the entire item – title, description, materials, labour, price and tax rate – to a new item ready for you to modify.

Happy duplicating!

Is your quoted price good only for a limited time? Want to add some urgency to your estimates? Then say hello to valid until dates for your quotes.

Our latest update lets your customers know how long quotes and estimates are valid for. Select a date in the valid until field when creating or editing your quote:

We’ll then display the number of days a quote is valid for when you save your quote:

By default, we set quote valid until to 90 days, but you can change this at anytime via Settings > Quotes > How long is a quote valid for?

If you have a quote that you don’t want a valid until date for, just turn it off in Actions > Customise > Show valid until date.

We hope you find quote valid until dates helpful 👍

Psssst… You can also use our new {{quote_valid_until}} email tag in your email templates 🎉 Learn more in our help guide.