Let's trade better.

Our latest update gives you more details about each task when clicking a task – including who created the task.

We’ve refreshed the schedule to make it easier to find what you need and customise what you see. Here’s everything that’s new… Choose your view Switch more easily between Hourly, Daily, Week and Month calendar views, or see your schedule in a list. See address details with Detailed events or simple event details with Condensed […]

We’ve refreshed the conversation views to simplify reading messages and customer replies. Here’s what’s new: Simpler message layout Full message details when you need them Easier error messages

Share your online quotes and invoices, however you choose… Just grab a client portal link to share paperwork online with your customers. Want to share a link to your quote or invoice for your customer to view online? Then we’ve got some good news: you can now grab a client portal link to direct customers […]

Let your customers know when paperwork is ready and messages are sent with simple, straightforward SMS notifications. Notify your customers about new messages, quotes and invoices with simple SMS messages. No more are you at the mercy of email software that may banish your message to a customer’s junk folder on a whim… let your […]

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 […]

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!