Articles for service business owners

 

New in YTB: Paperwork styling, dashboard summary and who’s your paperwork for?

17th March 2014

Here’s some of the improvements we’ve made to YourTradeBase over the last couple of weeks…

Most of these have been suggestions from tradespeople who are YourTradeBase users.

If you have a suggestion, just click the ‘Help’ tab within YourTradeBase and send us a message.

Paperwork colours and customisation

You can now choose from a range a colour schemes to apply to your paperwork, and we’ve also made our paperwork more print-friendly.

Select ‘Display options’ when viewing your paperwork to change the layout and colour scheme.

colour-schemes

Your weekly dashboard summary

We’ll send you a weekly snapshot of where you are with your customer paperwork – direct to your inbox every Monday morning!

dashboard-summary

Email ‘from’ name – now set to your name

If you use YourTradeBase to send paperwork to your customers, we now mark the email as ‘From’ your name.

Also, if a customer replies to the email, it automatically goes to your email address.

Set a separate ‘for’ address for your paperwork

If you’re quoting or invoicing for a job at an address which is different to your customers address, you can now enter an optional ‘for’ address on your paperwork.

If you enter an address here, it will automatically set it as the address for that job, too.

for-address

 

 

 

 


About the author

Adam Austin is the CEO & Co-founder of YourTradeBase.com - The easy way for service businesses to save hours on admin and paperwork.


Recent articles like this...

Enjoying this stuff? Find it useful?

Get it straight to your inbox — easy.

We'll send you a new article as soon as it's published.

Just enter your email below.

Ready to give YourTradeBase a try?

Start your free trial today

Free day trial · no credit card required · cancel at anytime

YourTradeBase is built with by Forty Two Ltd.  We're hiring!

Looking for the fine print? See our terms of use and privacy policy.

Stay in touch on Facebook, Twitter and YouTube

© Forty Two Ltd 2013 - 2017
Registered in England and Wales number 6972939