Updates for August 2018

We’re always working to make YourTradebase better, faster, simpler and more helpful for you. Here’s what we’ve been up to in August…

More detailed CSV exports

Our CSV exports have been upgraded with some helpful extra titbits, including:

• See a breakdown of costs for material and labour for your quotes and invoices.
• Won dates are now included when exporting your quotes to CSV
• All dates within your CSV exports have been updated so they can be more easily ordered when viewed in a spreadsheet.

That means more helpful data about what’s going on in YourTradebase.

Clearer reporting of email delivery issues

Letting you know if we can’t send an email reply to you. If your client replies and we’re not able to email it to you, we’ll let you know about it when you next log into YourTradebase.

Helping you stay in touch with your clients, and keeping things running smoothly.

Speedier materials and labour

We’ve been getting some reports of slowdown when searching through big material and labour lists. And that just won’t do.

So we’ve made some big speed improvements to materials and labour. Because faster is better! Whoosh.

More helpful help guides

Need some help with something in YourTradebase? Now you don’t need to leave what you’re doing to go grab some help – we’ll display helpful guides you want to read right there in YourTradebase for you.

Now, help is closer than ever.

Easier conversations

If you get an email reply from your client, it’s now easy to see the whole conversation in one place.

No more trying to remember what was said, or what that client reply is all about. Just follow the link in your email, and we’ll show you the whole conversation.

Fixed-up some duplication issues

We’ve fixed an issue where changes to already accepted quotes were causing job items to be duplicated. Now your job items are kept fully in sync with the work your client has accepted.

We’ve also fixed a small bug with quote numbers for teams that create multiple quotes at the same time. We now make sure that your quote numbers are unique, even if multiple people on your team create different quotes at the same time.