Articles for service business owners

 

Export a customer to CSV

21st May 2018

If you get a GDPR request from your customer to share with them the data you hold, we’ve made it easier to grab that data from YourTradebase.

To export the data for a customer, visit that customer, then select ‘Actions > Export to CSV’

Your CSV file will then automatically download with the data you hold on that customer.

We’re working to improve this very soon, by allowing you to also export the messages and invoices you hold for a particular customer.

Happy exporting 😎


Product Updates for April 2018

1st May 2018

We’ve had a busy Easter! Here are a few of the product updates we’ve launched recently… (not quite as tasty as an extra large Easter egg, but almost…)

Customise your job sheet notes

You can now customise your job sheets by choosing whether to show customer notes, job notes, or both (or no notes at all).

Visit your job sheet, click ‘Customise’ and choose your flavour of notes. Your choices will automatically be applied to new jobs you create in the future.

Choose where we send YourTradebase billing invoices

Nobody likes getting a bill, but it’s a little easier to take when you can choose where it gets sent. At least, that’s what our customers were telling us.

So we updated YourTradebase so you can tell us which email address you’d like our invoices to be sent to.

Visit ‘Settings > Manage Account’ and select ‘Change where invoice emails are sent‘ within the ‘Your Invoices’ section.

Log out of all open tabs

When you’re working in multiple tabs, and then log out from one tab – we’re now automatically logging you out of all open tabs. We’re good like like that.

This fixes an issue some customers had with coming back to the site having logged out from a different tab.

Badly formatted email addresses now flagged up

If you enter an email address that isn’t formatted correctly, we won’t be able to deliver it. We now let you know via a handy notification.

Plus a host of bug fixes…

We’ve been busy squashing pesky bugs, we’ve squashed lots these last few weeks – if you find anything not quite working right… you know who to call… (helpdesk@yourtradebase.com, in case you didn’t know who to call.)


Reporting your CIS deductions

15th March 2018

If you’re deducting CIS, we’ve got an update for you that makes reporting CIS simpler.

CIS deductions now show up when you export your invoices to CSV.

It’s now easy to see all your CIS deductions within a particular time frame, and to total them in your spreadsheet software of choice.

To get started, make sure CIS is turned on and export your invoices. That’s it!

Happy deducting!


Helping you to help yourself

9th March 2018

Fantastic customer help is something we pride ourselves on and work hard towards. If you’ve been in touch with us, hopefully you’ve had a great experience.

But fantastic support is more than just great chat. Sometimes, you just want to read the manual and figure something out yourself.

So, we’ve made 4 big improvements to make help better…

Get the help you want, whenever you need it

Introducing our new help menu. You’ll find it hanging out at the bottom-right of every screen in YourTradebase.

It gives you the help you need, the way you want it:

  • Help yourself – browse our help guides.
  • Chat with us – get help from a human in our support team.

Read the manual, wherever you are in YourTradebase

We’ve got a manual, but most of the time, you wont need it.

When you do, you can search through – and read – our help articles without leaving YourTradebase.

Just select ‘Browse help guides’, enter your search and read help articles without leaving the page.

Great to get quick answers about something you’re working on.

Browse our brand new help manual

We’ve moved our help articles to a new home at https://help.yourtradebase.com.

It’s a stronger foundation for some better help content we’ve planned for later this year.

Know what’s new and updated

Want to see what’s fresh and new around the place? Select ‘Product updates’ to find out.

It’s where we’ll share the most recent changes we’ve made to YourTradebase.


Happy helping-yourself! 🤗


All New: Notifications

21st February 2018

When something important happens in YourTradebase, it’s important you know about it.

We already send you an email to let you know, but not all emails are read, and that could mean things are missed.

We had to do better when important things needed your attention.

So today we’re pleased to announce notifications:

What we’ll notify you about

Whenever something important happens, like:

  • You get a new message or reply from one of your customers
  • You send a message and we can’t deliver it
  • Anytime a customer accepts your quote online

How we’ll notify you

New notifications will show up in your notifications menu, which you can access anytime from the main navigation – just click on the bell to open your notifications.

You’ll know if there’s a new notification for you – the bell in your main navigation will show a red dot.

Once open, you’ll see a list of any new unread notifications you have, as well as a list of some recently read notifications. Clicking on any notification will show you the full details about it.

 

You’ll still get an email telling you about these important things, too.

Reading notifications

When you click on a notification to see the full details, we’ll mark it as read for you.

We’ll also mark a notification as read if you open the email we send you.

Lastly, you can mark all your notifications as read by selecting ‘Clear all’ at the top of the notifications menu.

See all your notifications

Want to see a previous notification you’ve received? Just click ‘See all notifications’ at the bottom of the notifications menu. We’ll show you all the notifications you’ve ever received.

You’ll see your notifications when you next sign in to YourTradebase. We’re sure you’ll find them helpful 👍


Email messages v2

13th December 2017

We’ve just released some big improvements to make sending and replying to email messages faster, easier, and, well, betterer.

Here’s what’s new:

Edit event confirmations before you send them ✍️

You asked for it, we built it. You can now review and edit all event, work date and appointment confirmation emails right before they get sent.

No more heading to the settings to update your email templates just before sending event confirmations.

Send event confirmation emails

Customer replies straight to your inbox 🎉

Until now, your customers could only reply to emails about quotes and invoices. From today, all email replies will be sent through to you in the app and in your inbox.

So any event confirmation replies are sent straight to you, and stored in YourTradebase for easy reference.

Receive replies to confirmation emails

Add email attachments to event emails 📎

Need to include an attachment when sending an event confirmation? You got it.

Add attachments to event confirmations

Easier conversation threads 📣

Need to see what was said and when? Just click on any email activity link and you’ll see the whole conversation all one page.

New conversation threads for messages

Re-activate inactive email addresses🍕

Sometimes you send an email but your customers email is down, or their mailbox is full.

Now, if you want to try the same email address again, you can re-activate it and send away…

Activate email addresses

Better deliverability and bounce handling🎈

We’ve made a ton of updates and changes to the way we handle email messages in YourTradebase. All to make emailing faster, easier, and more robust.

Here’s some of the stuff you’ll notice (and some of the stuff happening behind-the-scenes):

  • Already ready a customer reply in your email inbox? We’ll automatically mark it as read in YourTradebase.
  • Faster to send email messages. Much, much faster.
  • Better error messages when something goes wrong.
  • Way better attachment uploading. Faster, too.
  • Error-free email input on mobile.
  • Full notifications of any bounced email messages.

 

Happy Emailing!


Improved file uploads

7th September 2017

A major upgrade to uploading and attaching files in YourTradebase…

Uploading files took too many clicks and too much time. File uploads needed to work faster and better, so that’s exactly what we’ve done.

Here’s what’s new with files:

Multiple file uploads

No more uploading files one by one: select as many files as you need and we’ll upload them all in one go.

Drag and drop files

Got a file ready to be uploaded or attached to an email? Just drag it right into the file area of YourTradebase, drop it, and we’ll get it uploaded.

Got multiple files? Drag as many as you need! It’s as easy as… dragging and dropping!

Faster uploads with fewer clicks

File uploads, email attachments, company logos and accreditations have all been re-worked from the ground up to be faster. You can also select files with a single click… spend your clicks on better things 🙂

Better mobile uploads

Uploading files on a mobile? Before: Hard. Now: Easy!

Select files and photos to upload from your mobile’s camera, photos or from Dropbox, iCloud or Google Drive.

 

Improved file uploads

Happy file-uploading!


Pro Formas and Credit Notes

17th August 2017

Looking to create Pro Forma invoices? How about send out a Credit Note?

You are… great – that means we’ve got some good news for you – you can now create credit notes and pro forma invoices with YourTradebase.

Pro forma invoices can be generated by creating (or duplicating) a quote and changing the title to ‘Pro Forma’.

Pro forma quotes

Credit Notes can be created from a new invoice – just select ‘Credit Note’ for the invoice title and enter a negative amount for the invoice price (e.g. -100.00).

Credit notes for invoices

Happy paperwork-ing!

 


Keep labour and materials in order

9th August 2017

Change the order that materials and labour appear in your paperwork.

If the order that your materials are listed on your paperwork matters, then our newest update is just for you: you can now sort your materials and labour so they appear in the exact order you need.

It’s very simple to sort the order of your materials or labour: when editing any paperwork, open up your materials panel (or the labour panel), then click and hold the arrow next to your chosen material and drag it where it needs to be… easy!

Drag and drop materials

Happy Sorting!

 

 

 


An easier way to work with work items

19th July 2017

Announcing an easier way to work with items through quoting, job and invoicing.

Whether you’re quoting for work, managing a job or invoicing for completed work, work items allow to you keep track of the work details.

Today we’ve launched 3 big changes to make working with these work items easier:

  1. Invoice jobs and work items
  2. Manage the scope of work for a job
  3. Choose items when quotes are accepted

1. Invoice jobs and work items

We’ve made it easier to invoice based on the total of a job, with 3 new invoicing options:

  • Invoice the remaining balance of a job. Already created an invoice for a job? Now you can easily invoice the balance.
  • Invoice based on job %. Need to invoice 25% of the job total? Done.
  • Invoice based on job items. Want to break-down your invoice to show all the items you’ve completed? Just select which to include and we’ll calculate the rest.

We also show you what’s already been invoiced for that job, so you can invoice more accurately.

How much to invoice?

2. Manage the scope of work for a job

Job work details now allows you to add quoted items as job items, so that your job total and scope can be kept correct and up-to-date.

You can also view the items that have been quoted, but not yet accepted by your customers.

Finally, adding new work items to your job – or editing them – can now be done by clicking ‘Add or edit work items’.

Manage work scope for a job

3. Choose items when quotes are accepted

When a quote’s been accepted by your customer you’ll now have an option to choose which items have been accepted.

This allows you to choose which work items should be included in the job for that quote.

It’s a simple step that means your job work details and job pricing are the same as agreed with your customer.

Which items have been accepted?

 


Recent improvements, bug fixes and polish

22nd June 2017

We’ve been busy here at Team YourTradebase, here’s the list to prove it:

April, May & June 2017…

💡 New! When you export your customers to a CSV file, we now include some useful, extra fields: total invoices paid and outstanding, total quotes sent, accepted, and declined. Because knowing this stuff can be helpful!

🔧 Fixed: Selecting customers and jobs when creating paperwork was become slow and painful. That’s the exact opposite of what we aim for (quick and fun!), so, we gave these areas a performance boost.

🔧 Fixed: Same as above, but if you’ve got lot’s of jobs for certain clients, these now displayer super-quick. Hurrah!

🔧 Fixed: We took one more speed-boost pill: Viewing your list of jobs now loads a little faster… there’s more work to come here though, so stay tuned!

💡 New! Your tasks and reminders are now ordered by date, so you can see the tasks you need to do next, er, next.

🔧 Fixed: When printing quotations and sending in the post using DL envelopes (that’s envelopes with a little window to show the address from the paperwork inside it), there was a bug causing misalignment for some addresses. That bugs been squashed.

💡 New! Got a possible job with an appointment coming up? Until recently it wasn’t easy to spot that you had an appointment, we’ve changed that so appointments now display within your schedule for possible jobs.

💡 New! Field staff can more easily subscribe to their calendar when on mobile devices. Before: quite difficult to subscribe. After: quite easy to subscribe.

🔧 Fixed: Fixed error with printing overdue stamps on invoices. Want an overdue stamp on your invoices? Click ‘Customise’ and the choice is there for you.

 


Place a job on hold

29th March 2017

Have you got a job that’s delayed for a long period? Or a customer postponing their decision on a possible job?

You can now place those jobs on hold.

Held jobs allow you to move an active job out of your pipeline, so you can focus on the jobs that need your attention today.

When you place a job on hold, we’ll ask you if you’d like us to set you a reminder to follow-up the job in 30 days time.

Place a job on hold

 

Learn more about placing a job on hold in our help guide.


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