What's new in YourTradebase?

Want to send large file attachments to your customers? We’ve got you!

Today we’ve updated YourTradebase to remove the 10MB sending limit for email attachments 🎉

If your attachments are under 10MB in size, we’ll attach them to your email message in the normal way. Want to send more than that? Go ahead – we’ll turn those attachments into links at the bottom of your email, so your customer can click and open them that way.

Here’s how that looks:

Happy sending!

We’re kicking things off this year with a nifty new update. It’s all about giving you more control over how you view your jobs, tasks, quotes, invoices and customers. Let’s take a look…

When you’ve got a whole stack of stuff saved in YourTradebase, you need to find what you’re looking for, fast. So, we’ve been busy updating our main screens to help you filter, sort and see everything, just the way you want to.

Maybe you like your quotes listed in date order, your jobs sorted by start date, or your invoices arranged by reference number. We’ve all got our own way of doing things, and this update’s about giving you the freedom to work the way you want to. Here’s how…

Better filter options

Find customers, quotes, jobs, estimates and invoices faster with all filters available with just one click:

More ways to sort work

Choose the order you’d like to see things in – whether that’s by the date you wrote the quote, the date you started the job, the reference number or a whole bunch of other options.

Faster searching and filtering

Get straight to what you need, with speeded up search capabilities and even faster filtering.

Auto-loading, however long your list

See your stuff sooner, with auto-loading that shows your top search results straightaway, and loads more as you scroll.

Your preferences, remembered

Forget constantly re-entering filters and re-sorting lists. Just search, sort and view the way you want to, then we’ll remember your preferences for next time. 

And that’s it. Smarter, quicker ways to get you to the stuff you need, again and again. Get stuck in and give it a go. 

Happy sorting!

We’ve been busy giving every piece of YourTradebase paperwork an upgrade, so you can knock out better-looking work, faster than ever. Time to take it for a spin!

We’re pretty excited about today’s update. Because we’ve been working our socks off to make every piece of YourTradebase paperwork quicker and easier to do – and better looking into the bargain. Nifty stuff…

So what’s new?

Auto-saving, so you never lose anything

We’ll keep your progress saved as you type, so you never lose any data as you work 🎉

Bold, italics and lists options in every doc

Easier text formatting – plus hyperlinks – for all quotes and invoices 🎉

(Much) faster systems for firing through work

We’ve made massive speed improvements – we’re super pleased with our super-quick paperwork, and we’re sure you will be too 🎉

Easier working straight from your phone

We’ve listened to your feedback and paperwork is much easier now from your mobile device 🎉

A smart new look, right across YourTradebase

Easier to read, easier to write – our all new paperwork-look 🎉

And more!

Plus we’ve done a whole bunch of work behind the scenes to make sure using YourTradebase just feels better too. Everything’s smoother, speedier and more intuitive, so you can blast through your admin in less time, with less head scratching.

Want to take our new paperwork for a spin? Just click the big Try new paperwork button next time you write a quote, estimate or invoice. It’s super easy to do, and you can switch back to the old system anytime you like. 

Enjoy!

Grab our shiny new app and get your hands on a truckload of faster features, wherever you are. It’s live in the App Store and Google Play today. Go, go, go!

You asked, we grafted. And now our No.1 most requested feature is live – the faster, better YourTradebase native app, designed specifically for your phone or tablet. It’s packed with all your favourite YourTradebase tools.

The new app taps into all the great functionality of your phone or tablet, letting you nip round faster and nail your paperwork in no time. And we’ll be adding a tonne of great new features over the next few months, helping you smash through that To Do list faster and feel super good.

Sound pretty handy? It’s all yours to download today on the App Store or Google Play. 

Let’s do this!

When you’re busy on site, it’s not always easy to keep tabs on what your customers owe. So, today’s update brings you a bang-up-to-date look at each job’s balance – handy for giving late payers a nudge, and keeping your cashflow healthy

Whether you’re juggling loads of jobs or chipping away at a long-running project, it’s good to know where you stand money-wise. That’s the idea behind our new job balance statements, designed to show you – and your customer – where you stand, at a glance.

They’re a great way to avoid confusion, keep customers in the loop and make sure nobody forgets to pay their bills.

Even better, they’ll show what a super-organised pro you are.

How do they work?

Whenever you win a job, or get a quote accepted, we’ll automatically set up a job balance statement, showing the budget for the job. 

Then, whenever you send an invoice, get a payment or give a credit note, we’ll automatically update what you’re owed, so you can see what’s still due (or overdue) and when it should be paid. 

And if a job changes scope once it’s started? No problem. When you send an updated quote, we’ll automatically add any extra costs to your running total too.

Where can I find them?

You can take a look at your balance statement for any job, any time. Just go to Any job > Invoices > View balance statement.

They’re quick and easy to view, download and print – and if you need to give a customer a nudge, you can email them a copy in a few quick clicks.

What do they look like?

Here’s a quick example…

Sound good? If you’ve already got jobs on the go in YourTradebase, you’ll find real-life job balance statements for everything you’re doing right now, just by going to Job > Invoices > View balance statement. Jump in and take a look.

Happy balance checking!

If you’ve got busy teams on multiple sites, keeping everyone in the loop can be tough. After all, you can’t be everywhere, all the time.

That’s the thinking behind today’s update – a nifty new way to get your teams totally up to speed, and help your jobs run like clockwork…

Wherever they are, whatever they’re working on, teams work best when they’ve got the very latest information right at their fingertips.

So let’s give it to them.

Share files with your field team.

From today you (or your admin team) can choose which job files you want your field team to be able to see, when they’re out on site. 

Maybe they need the measurements you’ve taken, the spec you’ve agreed, or the delivery details for the latest load of timber, tiles or tools. Whatever it is, you can share it with them in a couple of clicks – and they’ll be able to open it in YourTradebase, on their phone, anywhere.

Just choose who to share each file with:

And they’ll be able to open up all the info they need.

Field teams can upload files and add notes, on site.

But that’s not all. They’ll also be able to add their own notes, files and photos to the job, giving you eyes and ears on every project, even if you can’t be there in person.

Whether they want to show you the progress they’ve made, flag up something unexpected or just keep track of customer requests, it’s really quick and easy to do – and share with you.

Even better, every time someone on your team adds a note or uploads a file, we’ll make sure you (or your admin team) get a heads up. You’ll get an in-app notification, so you can pop open the file, see what’s happening, and do what you need to do. It’ll look like this:

So, there you have it. A super simple, easy way to share need-to-know info with your hard-grafting team.

When a customer gives you the go-ahead, it’s good to know they really mean it. Which is why we’ve added a nifty new update to YourTradebase. It’s a quick, easy way for customers to add their signatures when they accept a quote – sealing the deal and giving you extra peace of mind.

We’ve all been there. A customer says yes to a quote, then they go quiet, put the job off, or change their mind completely. It happens. But for trades, it makes planning pretty tricky. Which is why we wanted to give you an extra way to pin people down – and get great jobs in the bag.

Here’s how it works. From now on, whenever you send a quote in YourTradebase, you’ll be able to choose whether you want the customer to sign when they accept it. There’s a quick tick-box at the bottom of the quote – just tick or untick it, depending whether you’d like them to sign on the dotted line. Let’s take a look…

If you tick to say you want a signature, we’ll put a box like this at the bottom of the quote…

If your customer’s looking at their quote on a computer, all they’ll need to do is click the mouse, hold and draw. And on a laptop or tablet, they’ll just use their finger to squiggle. It’s quick, easy and pretty much like signing for a parcel. Here’s one we signed earlier…

Once they sign, we’ll send a copy to you and save the signed quote in YourTradebase so you can look back at it whenever you need to.

It might be that you want a signature every time – or just when you’re working with new customers or on bigger, more expensive jobs. Whatever works for you. Of course, there’s no guarantee your customer still won’t do a disappearing act, but this is a quick, easy way to ask for a bit more commitment, and make sure they’re really serious about bringing you in.

Take it for a spin, we think you’ll like it!

Save time, type less and find the addresses you need faster with our latest update…

We’re always looking for quick, easy ways to shortcut your paperwork and help you get on with the stuff you’d rather be doing. So today we’re launching our latest update – a small change that’ll save you time, again and again.

From now on, whenever you set up a job, track a lead or write a new quote or invoice for a customer you’ve worked for before, you’ll be able to pick from all the addresses you’ve previously entered for them.

Just tap on the address you need and we’ll drop it straight in. 

There’s even a quick search function to help you find the right address fast – handy if you’re working for a bigger contractor or developer with stacks of work sites.

No more hunting around for scribbled notes, re-typing the same thing, or making unnecessary mistakes – just fast, accurate address finding, every single time.

Happy time saving!

If you have customers with an accounts department, or a specific email that invoices need to be sent to, you can now set them up to send your invoices to that email address 🎉

You can now select an Invoice to email when you create or edit a customer. We’ll then use that email address when you next send them an invoice email.

That means you can choose where to email invoices for each customer!

If the “Invoice to email” isn’t set, we’ll just use the customer’s usual email address instead.

Want to send to multiple “Email invoices to” addresses? No problem, just add as many as you need as they’ll be automatically added when you send your next invoice to them.

This should make sending invoices faster and simpler, and help you get back to doing your thing…

Happy invoice emailing!

Our latest update’s a biggie. Because from today, you can tell your customers you take card payments. Yep, you.

No more fiddly transfers or flimsy cheques. Just email your invoice, add a shiny new ‘Pay online’ button and get paid super fast, super securely.  

Nobody likes waiting to get paid. You do the job, you send the invoice… and then what? Your customer makes a bank transfer, when they eventually get round to it? Or worse, they finally post you a cheque, then it sits in your kitchen for a week before you get time to go to the bank? It’s not the slickest system.

So have we fixed it? You bet…

Get your money faster

From now on, whenever you write an invoice, you’ll be able to add a ‘Pay online’ button, so your customers can choose to pay their bills instantly online, using their credit or debit card.

When they do, we’ll send you (and them) a notification to say the payment’s been successful, and we’ll change your invoice status to ‘Paid’. Job done.

Say hello to Stripe

We’re tradespeople, not banking people, so to bring you a top-notch payment system, we’ve brought in some expert help. We’re working with the team at Stripe – a really secure, no-nonsense online payment platform used by millions of businesses, all over the world.

These guys know their stuff. They’ve built a simple, streamlined system that meets the toughest safety standards in the payments industry, keeping your hard-earned cash safe as houses. It’s easy to use and it gets you paid fast.

How do I get started?

It’s totally free to set up a Stripe account and link it to YourTradebase. Stripe doesn’t charge subscription fees, and all you need to get started are your bank account number and sort code. We’ve even put together a quick step-by-step guide to walk you through it. 

So how does it work? Well, your customer can make a card payment as soon as they open their invoice.

And they can do it anywhere, on any device, even their phone. Our reckoning is, the easier we make it to pay, the faster customers will do it.

Once they’ve paid, you’ll get a notification to say the money is pending in your Stripe account. It’ll take 7 days to drop into your bank account, then you’re good to go.

What will my customers see?

Does it cost me anything?

Stripe takes a small fee from every transaction to pay for their pretty nifty system. So, if your customer pays with a card from the UK or EU, Stripe takes 1.9% plus a 20p fee.

To give you an example, if your invoice comes to £300, they’ll take £5.70 + 20p. For the time and hassle it’ll save you, we think that’s a pretty good deal.

If your customer uses a non-EU card, Stripe will take 3.4% + 20p.

At the moment, we’re just launching online payments for our UK tradespeople, but if you’re in the US or Australia, we haven’t forgotten you – we’re working on it!

What if I don’t want to take card payments?

No problem. At the top of every invoice, there’s a toggle that lets you choose whether to accept card payments or not.

If you’ve connected to your Stripe account, you’ll be able to turn it on and off on an invoice-by-invoice basis.

Totally up to you. Take a closer look at how to do it here.

What’s next?

Want to find out a bit more about Stripe? Here’s the lowdown on what they do. Like to learn more about getting started? Check out our step-by-step set-up guide. Got questions? Just shout.

We think this update’s a real game changer and we can’t wait to see how it helps you do your thing, better than ever.

Happy invoicing!

We’ve cracked open a toolbox full of tricks to help you write great-looking emails that grab your customers’ attention and make you look like a total pro…

When it comes to making an impression, little things make a massive difference. So today, we’re giving you one more way to show what a pro you are – every time you send an email.

Here’s the deal. Until now, when you sent emails in YourTradebase, your message appeared in plain old text. No fuss, no formatting, just the basics.

It wasn’t bad, but it wasn’t… brilliant. We thought it was time to switch things up.

So from today, we’re bringing in rich-text formatting.

What’s that now? Well, it’s a simple change that puts a whole bunch of new tricks at your fingertips. Even better, they’re super quick and easy to use.

Got a really important point to get across? Bung it in bold or add some italics. Want to include a list? Bring out the bullet points. Like to add a link? Just drop it in. Handy, right?

Here’s a quick before and after…

You can format text using the icons, or with the keyboard – using CTRL+B or CTRL+I.

Here’s a nifty video of the whole thing in action…

Simple stuff. Smarter messages.

Happy emailing!

Need to capture a scribble from your customer? Our latest update has you covered…

If you’re printing job sheets to organise your day, and need to collect customer signatures when you’ve completed your work, then this update makes things a lot easier!

Start collecting customer signatures on your job sheets ✍️

Here’s how they look:

You can add customer signatures to any job sheet by visiting it, selecting Customise > Show customer signature. You’ll then get a section of your job sheet ready for that scrawled signature.

Start collecting signatures today on your job sheets today!