What's new in YourTradebase?

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.

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…

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!

Do you know what percentage of quotes are being accepted?

Or: How much you’ve been paid over a period of time?

Or perhaps: How long quotes are taking to be accepted, or before invoices are paid?

How about: How much of your quotes are for material costs?

…all important questions if you’re keen to track how your business is performing, or what you could be improving. Well, from today, you can answer all those questions (and more) in a quick click.

Introducing quote and invoice reports

Simple, easy-to-understand reports showing your headline performance for the past 12 months, and a break down for your chosen period of time.

Just enough data to improve your business without overwhelming.

Visit your Quotes or Invoices section, click on the new chart and see for yourself.

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Happy reporting!

Want a different splash of colour for your calendar, or some more shades in your schedule? Then our latest update is sure to add some colour to your day!

Introducing… custom calendar colours 🎉

Choose from one of 7 new colours when adding events to your calendar or schedule.

Just select your colour when creating – or editing – an event, and your chosen colour will be used to show the event in your calendar or schedule.

Need certain members of your team to get notified when a quote gets accepted, or an invoice gets paid? Our latest update is for you.

Account owners can now choose which team members receive which notifications 🎉

Get started today by visiting Settings > Notifications

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Want to give your admin members more – or less – control over what they can do in YourTradebase?

Then we’ve got a great little update to share with you today. Introducing… Admin permissions: the power to grant permissions to each admin on your team.

What permissions can we grant?

For starters, you get to choose whether your admins can export data, add other team members, create and view quotes and invoices. If we hear enough requests for other permissions then we’ll add those too, so let us know if you’d like to see something else to this list.

You’re able to choose extra permissions – or take permissions away – for admins when you add a new admin or edit an existing admin from Settings > Manage team. Just check the permissions you want to grant, and un-check those you want to take away.

Here’s how that looks:

Permissions for your admin team are ready for you to set right now. Visit Settings > Manage team to get started.

👍

If you use QuickBooks to keep your accounting in order, then we’ve got great news for you – you can now connect YourTradebase to your QuickBooks account 🎉

Invoices and payments can now be sent automatically to QuickBooks account, and then kept in sync. That means your invoices, cashflow and bookkeeping are all connected, all kept in sync, and all sorted.

No more double data-entry for you!

Invoices and payments kept in-sync

Once you’ve connected your QuickBooks account, any invoice you create or payment you add will be sent over to QuickBooks automatically.

Get started with QuickBooks

Get started today by visiting Settings > Connect to QuickBooks and you’ll be up and running in a few quick clicks.

Or get more help with how to connect to QuickBooks in our help guides.

Happy syncing!

Keeping in touch with customers and sending the right messages at the right time is vital to delivering fantastic service and growing your business. Forgetting to follow-up with a customer, or not chasing a late payment, can be costly.

So we’re delighted to introduce auto-messages: an easy – and automatic – way to make sure you always send the right message, to the right customer, at the right time.

Auto-messages lets you send customised, personalised messages to customers at exactly the right time… and we’ll make sure those messages get sent. Meaning you can spend less time on admin by automatically sending messages to follow-up, chase, and remind customers.

You might set up an auto-message…

• To follow-up quotes that haven’t been replied to
• To chase late payments
• To thank customers for accepting your quote
• To send an appointment confirmation
• … and more

It’s automatic and super-easy to set up.

Easily send messages… automatically

You choose which personalised email template to send and when it should be sent, and YourTradebase will take care of the rest.

Whether you want to automatically follow-up on quotes you’ve sent after 5 days, or chase payments the day they become due, setting up auto-messages is easy and takes just a few clicks. 

1. Choose a trigger
2. Select what to send
3. Select when to send it

Here’s how that works:

Auto-messages will auto schedule

Once you’ve set up an auto-message, YourTradebase will schedule that auto-message to send at exactly the right time.

So if you email a quote to a customer, any follow-ups will automatically be scheduled to send:

You can see a preview of exactly what will be sent, to make sure you’re happy, or stop any auto-message from sending.

More auto-messages… coming soon

For now, you can setup and send auto-messages to follow-up quotes, but we’ll be adding many more auto-messages over the coming weeks, to help you automate more of your customer communications.

We think you’ll be saving a ton of time, winning more work, and getting paid sooner by sending the right messages at the right time. Happy messaging!