Our new task system is now up and running in YourTradeBase!
Whilst we already had tasks as part of the YourTradeBase offering, we’ve now tweaked it to work even better for you.
In the new task system everything to do with paperwork is automatic, so you don’t have to spend time creating tasks for yourself. So for instance if you create a quote and save it as a draft, a task is then automatically generated to remind you that you have to send it to your customer. After you’ve sent a quote, a task is then generated to remind you to chase it up! So it’ll even help you win more work.
This new task system works for all areas of the paperwork side to YourTradeBase. So it’ll automatically remind you if an invoice hasn’t been paid (not that money is easily forgotten about!). If it hasn’t been sent. If there is a estimate that hasn’t been followed up. We like to think it’s a friendly reminder that can help things run a bit more smoothly, and make sure that you never forget a thing!
All of these tasks are shown on your dashboard. So when you logs in, you can get an instant overview of jobs and paperwork that need your attention.
As well as this, we’ve also added the function to ‘remind later’ your tasks. So if you’ve logged on to YourTradeBase to create new quotes, and not send invoices; this ‘remind later’ means you can set it to tomorrow, the next day, or next week.
Of course you can still create tasks for yourself. From reminding yourself to buy supplies, or call your plasterer to ask him about a job you have on. But by having this new task system automatically take care of your paperwork, it can help you save even more time!