Articles for service business owners


The New YourTradeBase Tour: Jobs And Next Step Management

2nd July 2012

This week’s tour is looking at the evolution of our jobs page, and how it now helps manage your next steps.

The first thing you’ll notice about the jobs section is that we no longer separate paperwork from jobs; it’s now all under the section Jobs. This is because it’s designed to work the way you work, with your paperwork and tasks being associated with a job you’ve got on, rather than the other way round. This way everything is much more organised and easy to keep track of, as it’s all filed under the job it’s for.

We’ve also added tasks to Jobs, so you know exactly what you need to do and when for each one. These can then be tracked through the job itself or in your To Do list. So whether it’s drawing up an invoice, or buying extra timber, you can organise yourself efficiently and easily, so you don’t waste time or effort.

You can also now assign statuses to Jobs, whether the job is a possible, it’s been won, lost or completed. That way you’ll never forget to chase up possible work again! On your main Jobs page you can also use these statuses as a filter, along with the newest or last job first, or alphabetically. This is so you can organise your jobs how you want, making YourTradeBase work your way.

One last feature that we’ve added within Jobs is job details. This is a place where you can work out the finer details of your jobs without having to write it down somewhere on a scrap of paper. So for instance if you are working out a quote for a client you can break it down here, work out how long it’s going to take, what you need to buy, and how much everything is going to cost.

We’ve taken a lot of feedback on this particular part of YourTradeBase, and have moved it on from being a place where you just manage your paperwork, to somewhere that helps you with total job management from start to finish.

You can keep up to date with our tour, and new YourTradeBase through our Facebook, Twitter and Blog pages.


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