What's new in YourTradebase?

Want to incentivise customers with a percentage discount when quoting? Well, now you can!

Easily add percentage discounts to any quote, estimate or invoice.

• Easy-peasy percents – Add a discount with one click, then choose your discount percentage.
• Calculate discount amounts as you go – Your item totals and paperwork totals are calculated and updated for you – we’ll apply the correct discount amount whenever you change a price.
• Automatically apply discounts to invoices – Discounts to quote items will automatically be applied when you invoice for your work.

Note-taking in YourTradebase has been given an upgrade 💪

Here’s three new features to give you more control over your notes.

Keep important notes pinned

Got a super-important note you want to keep front and centre? Want to keep your team updated on the status of a job or customer?

Select … > Pin to keep a note pinned to the top of your notes list.

You can unpin it at anytime, or select another note to take its place.

Keep notes private

Don’t want a customer or field team member to see a note?

Hide notes from your job sheet, making them private.

Select … > Hide on job sheet and that note won’t be shown.

One-click note editing

Need to make a quick change to a note?

Just click it and start typing… less clicks, more speed!

Here’s everything new for YourTradebase last month:

🚀 Clearer paperwork totals

Get a fuller picture of totals and costs for your quotes and invoices, with a breakdown of totals, materials, and labour:

🚀 Clearer material and labour lists

We’ve completely re-designed our material and labour lists to make them clearer, easier to scan, and just a smidge more beautiful!

Select the new ‘Share’ button to export to CSV, PDF, or to print 👍

🚀 Customise quotes to show “excludes VAT” on optional items

If your optional items exclude VAT, you can now add an “Excludes VAT” label via your customise menu:

🚀 Search everything when filtering results

Looking for a particular quote, invoice, job or customer? If we don’t find anything for you, you can now remove all filters with just one click and search through all results that little bit easier:

🚀 And some smaller updates, too…

• Keyboard shortcut: You can now press the escape key to close any open panel
• Invoice CSV exports now include any reference field you’ve added
• Using multiple accounts? Clicking on a notification now takes you directly to the correct account without the need to switch!
• Bugs squashed and performance improved… as always!

Here’s what we’ve updated in YourTradebase during September 2021:

🚀 Add images to your paperwork

Make a better first impression with images in your paperwork:

Read more about about adding images to your paperwork.

🚀 Customise how your item prices are displayed

You now have more control over what pricing to display to your customers:

• Show item sub-totals
• Show tax for each item
• Show item totals
• Show optional sub-totals
• Show optional tax
• Show optional totals

🚀 Clearer data about the page you’re on

We’ve made it easier to see details about the page you’re on, thanks to a clearer layout:

You’ll also find new options whenever we display an address:

• View on map
• Get directions

🚀 Bug fixes, performance updates, and security patches

As always, we’ve implemented bug fixes and worked to improve performance and security in YourTradebase.

It’s important to make a great first impression. So we’re delighted to give you another way to impress customers with images in your quotes.

Want to show what type of unit you’re going to install?

…or how a finished job will look?

…or show a few different options?

We’ve got you! From today, add as many images as you need directly within your quotes 🎉

Here’s how images look in your quote:

You can also add images to your price list items, so you’re always ready to put your best quote forward.

We’re always working to make YourTradebase work better – and smarter – for you. Along with our regular bug fixes and performance updates, here’s what’s new for August 2021:

🚀 Set VAT reverse charge per customer

If you’re applying VAT reverse charge to some customers, there’s no need to remember which customers require reverse charge – you can now choose whether to apply VAT reverse charge on a customer-by-customer basis.

Just edit a customer, and select whether VAT reverse charge should be applied when you invoice them. Easy!

Find out how VAT reverse charge works here.

🚀 Email messages are now saved as you type

If you’ve spent time crafting an email message to your customer, but your Internet connection drops before you can hit send… worry not! We’ve got you.

Email messages are now saved as you type, so there’s no danger of losing your message if something goes wrong. Just start the message again all will be restored (a little bit like magic!)

🚀 New email tags to use in your templates

We’ve added a few more tags to make your email templates more helpful:

• {{job_description}} – adds any description for the job you’re referencing
• {{job_balance}} – shows the outstanding balance amount for that job
• {{quote_date}} – shows the quote date

Find our more about using tags in your email templates.

🚀 Customer name auto-added to new messages

Here’s a teeny time-saver: write a new message to a customer or a job and we’ll drop in the customer’s name for you, ready to go!

We’re always working to make YourTradebase work better – and smarter – for you. Along with our regular bug fixes and performance updates, here’s what’s new for July 2021:

Add sections to your paperwork

Want to group items on your quotes (or invoices)? Now you can, thanks to our new section headings.

Add as many headings to your quotes as you like, to describe the items that follow, or to group items into different phases of work.

Login faster with your Apple account

Passwords can be a pain, so we’re happy to introduce Apple Single Sign On (SSO) to YourTradebase.

If you’ve got an Apple account, you can now use that to sign into YourTradebase. Just select “Log in with Apple” when you next log in and – we’ll authorise your account with Apple so you can log in without typing out your email and password each time.

Send a sample quote or invoice to yourself

Want to see what your quote or invoice will look like in your inbox? Select our new Send sample to yourself option, and we’ll email you a copy so you can see what your customer will see.

Map CIS deductions to specified account in Xero

If you’re connected to Xero and deduct CIS from any of your invoices, you can now choose which account we should map those deductions to in your Xero account.

Select Settings > Connect to Xero > Make changes to your Xero settings to get CIS mapping set up.

We’re always working to make YourTradebase work better – and smarter – for you. Along with our regular bug fixes and performance updates, here’s what’s new for June 2021:

🚀 A clearer overview for your business

It’s now easier to see what needs your attention with a summary of your quotes, jobs, and invoices on your home screen:

👀 Tomorrow at a glance

Want a sneak peek at what’s on your plate tomorrow? We’ve got you!

See what tasks, appointments, and work dates are scheduled for you tomorrow are now shown on your home screen – select one to see the full details.

🗓 Job number and customer name now displays in iCal events

If you subscribe to your iCal feed, you’ll now see the job number and customer name when you view an event in your calendar software.

🎨 More ways to customise your job sheets

We’ve added a few extra options when customising your job sheets:

• Show or hide scheduled events
• Show or hide job totals
• Show or hide customer name
• Show job item prices including or excluding sales tax

✏️ Day name included in date {{tags}}

If you’re sending an event confirmation to your customer, we’ll now include the day of the week so it’s easier for both of you to know which date you’re seeing each other!

Stay tuned for more updates coming your way!

We’ve been helping our UK customers to get paid faster for almost a year now, and we’re super-happy to extend that help to our customers in the United States, Canada, and Australia.

Get started taking online payments by visiting Settings > Take online payments.

You’ll find more about taking online payments in our help section.

Passwords can be a pain, so we’re happy to introduce Google Single Sign On (SSO) to YourTradebase.

If you’ve got a Google account, you can now use that to sign into YourTradebase. Just select “Log in with Google” when you next log in and – we’ll authorise your account with Google so you can log in without typing out your email and password each time.

It’s quick, easy, and safe – and means no more typing out long passwords when you want to log in! 🎉

You’ve probably got more urgent things to do than faff about with logos and layouts, right? We thought so. Which is why we’ve done it all for you. And today we’re launching four super-smart new looks you can add to all your paperwork in a couple of quick clicks. 

We call them themes, and each one lays out your paperwork in a slightly different – but equally smart! – way. Just pick the one that feels right for your business. You can even choose your own colours, so you can tie them in with your logo, your van or your team’s work gear.

Here’s what they look like

Here’s how they work

• Open any quote, estimate, invoice, receipt or job sheet
• Choose ‘Customise’ then ‘Design’
• Pick the theme you want✌️Boom. Your paperwork gets a brand new look!

And that’s it. Once you’ve chosen your theme, it’ll automatically appear on all of your paperwork. Even better, we’ll remember what you picked, and apply it to everything new you do.

So, whether you’re emailing paperwork to customers, asking them to view it online or printing off a paper copy, it’ll look super professional, every time.

Job done. 

From 1 March 2021, the VAT domestic reverse charge starts in the UK… and we’re ready for it!

VAT can be complex and boring, but we’re here to make it easy 😎 Once you’ve switched VAT reverse charge on, you can apply it to your invoices with a single click.

If VAT reverse charge applies to you, just switch it on via Settings > Invoices > VAT reverse charge and then choose which invoices are subject to VAT reverse charge as you create them.

If an invoice is subject to VAT reverse charge, simply check the option under the invoice total and we’ll re-calculate the VAT and display a notice on your invoice that VAT reverse charge applies.

1. Turn VAT reverse charge ON…

Via YourTradebase > Settings > Invoices

2. Apply VAT reverse charge with a single click…

3. We’ll update the invoice totals and display a note to your customer…

More info on VAT reverse charge

You’ll find more details on how VAT reverse charge works in YourTradebase in our VAT reverse charge help guide.

Want to learn more about the VAT reverse charge? Check out our VAT reverse charge article for more.

Happy reverse-charging!