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.


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!


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.






About the author

Co-founder and CEO of Helping organise service businesses and their paperwork.

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