What's new in YourTradebase?

Create quote templates

10 April 2024

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 👍

Add images to emails, signatures and notes

28 March 2024

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!

Choose your paperwork colour

14 November 2023

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!

Add work item quantities

4 October 2023

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.

Take payments in-person

13 September 2023

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.

The payment will be securely processed right away, with funds deposited to your Stripe account and your invoice marked as paid.

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 🚀

Search materials and labour rates

10 August 2023

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!

Duplicate paperwork items

24 July 2023

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!

Include quote valid until dates

10 July 2023

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.

Lookup and find addresses

21 June 2023

Faster, more accurate address entry thanks to our latest update… Address lookup is now live in YourTradebase 🎉

Entering the correct job or customer address is super important – you need to know where the work needs to happen, and where to send your invoice once it’s done!

Today’s update has made entering addresses faster and more accurate with address lookup.

Search by postcode in the UK

For our UK customers, you can quickly search for your customer or job address using any UK postcode.

Enter a postcode, hit Find address and you’ll see a selection of matching addresses. Once you select one, you’ll be able to make any tweaks or updates to the address.

If you don’t know the postcode, or just want to type out the address, go ahead and hit Enter address manually to enter any address. Hit Search by UK postcode? anytime to return to the UK postcode search 👍

Address auto-complete anywhere around the World

If you’re outside the UK, you can use our new address autocomplete feature to speed up address entry and remove errors.

Just start typing any part of your address and you’ll see a list of matching addresses – select the one you need and it’ll be filled in for you!

Whether you’re finding addresses by a UK postcode, or using address autocomplete, job and customer address input is now faster and more accurate with YourTradebase 🎉

Happy address searching!

Update paperwork in bulk

31 May 2023

You asked, we listened! Bulk paperwork control has landed at YourTradebase 🚀

Your latest YourTradebase update gives you the power to update your quotes and invoices in bulk. From today, you can now:

  • Mark multiple invoices as sent
  • Mark multiple invoices as paid
  • Mark multiple invoices and cancelled
  • Mark multiple quotes as sent
  • Mark multiple quotes as declined

We have more bulk controls coming for you soon (PDF downloads, accepting quotes, and deleting paperwork), but let’s take a look at how these updates work today.

Let’s look at invoices first… 

Updating multiple invoices is now super easy.

Just head over to you invoices page and in your search bar hit select on the right hand side:

You’ll see the bar change to our bulk select menu.

On the left there is a counter so that you can quickly see how many invoices you have marked to change, followed by a ‘select all’ button in blue.

On the right you’ll see the bulk action drop down menu and the cancel button to return to the main invoice search screen:

Now get selecting!

From the list select the invoices you wish to bulk change, select what you would like to do with the invoices from the drop down menu… and 🎉 Ta-da… those updates will be done!

Looking to update something in particular?  Use the search bar to find the information you require before pressing select

As for quotes……

The application for bulk editing within quotes is very similar to that of invoices. 

Search > select > bulk action

It’s as easy as that!

Bulk update in action

Got questions or feedback for us? We’d love to hear from you.

Merge customers and jobs

13 March 2023

The latest update to YourTradebase allows you to merge records for customers and jobs.

If you’ve got multiple records for the same customer, or if you’ve created paperwork for multiple jobs that should be the same, our latest update has your back: you can now merge customer or job records into one.

Just visit a customer or a job, select Actions > Merge into…

Then choose which record you’d like to merge this with, and select Merge customer/job.

Those records will then be merged together – along with all associated paperwork, notes, files, messages and events. No more duplicated records!

Happy merging!

Merging customers…

Merging jobs…

Capture signatures for jobs

11 January 2023

Today we’re pleased to announce that you can now capture and store digital signatures for jobs.

Perhaps you’ve finished a job and need to record customer sign-off, or want confirmation that a customer is satisfied – job signatures help you to do just that.

You’ll find a new capture signature button on every job sheet, allowing you or your field team to grab digital signatures from customers in-person and store them against the job.

Hand your customer any tablet or mobile device to capture their signature.

You can display signatures on your job sheets via the Customise menu.

Happy signing!