Let's trade better.

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: We have more bulk controls coming for you soon (PDF downloads, accepting quotes, and deleting paperwork), but let’s take a look at how […]

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 […]

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 […]

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 […]

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 […]

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

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 […]

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 […]

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 […]