YourTradebase is a powerful, practical toolkit for better, easier, faster trades paperwork.
Here's a handy guide to every tool we’ve got...
Get great-looking quotes out quickly with professional templates and personal price lists.
Fire out quotes in a few quick clicks then save, download and print for easy record keeping.
Chase up quotes with handy reminders and ready-to-go message templates.
Let customers view quotes online, ask questions and accept them instantly, on any device.
Get customers to sign off your quotes, and keep a record of what you’ve agreed.
Build a list of material and labour costs, apply your mark up and calculate the cost of jobs faster.
Save the things you quote for regularly and build a personal price list that helps you quote faster every time.
Brand your quotes with your logo, company details and colour scheme for a polished, professional finish.
Stay on top of enquiries, leads and possible jobs with notes, tasks, schedules and reminders.
Keep all your notes for each job in one place – and always know where you stand.
Store unlimited files and images for every job, with quick, easy uploads while you're out on site.
Get automatic job sheets for every job, with all the work details, notes and files you need.
Stay on top of budgets and get paid what you’re owed with real-time job balances and payment alerts.
Keep a complete picture of each customer's history, and easily find details from previous jobs.
Create tasks and due dates for any job and get handy reminders to keep you on track.
Invoice for a whole job, deposit or part payment, and send it out in a few quick clicks.
Let customers pay instantly online, by credit or debit card, with low transaction fees.
Keep track of full or part payments against all your invoices, and know what you're owed, anytime.
Create and send quick, friendly payment reminders.
Create, send and save professional receipts, acknowledging payment in just a few clicks.
Create invoices straight from your quotes and get them sent out sooner.
Make automatic Construction Industry Scheme deductions from the labour costs on your invoices.
Show when invoices are subject to the VAT reverse charge, and apply it with just one click.
Automatically sync your invoices and payments to Xero, and keep your accounting simple.
Book work and appointments into your schedule, then drag and drop events to re-organise, anytime.
See your schedule at a glance – by day, week, month or team member – and find free spaces fast.
Let your customers know when you're coming, with easy email templates for confirming dates and times.
Sync your schedule to any calendar software to see all your updates as they happen.
See what's happening every day with an email summary of jobs, tasks and appointments.
Give work dates and appointments to members of your team, and we'll tell them what's on their schedule each day.
Let your team tap into all the job details they need to keep everyone on the same page.
Help your team keep track of work and appointments, with schedules they can see anytime, anywhere.
Give your field teams all the facts they need, without giving away your costs and prices.
Let your team upload images and update files, from any device, while they’re out on site.
Open any job, quote or invoice to email that customer instantly, then reply through your email software.
Make emails faster with easy templates you can personalise and send, at every stage of the job.
Automatically log email conversations between you and your customers for quick, easy reference, anytime.
See when your customers open your quotes, invoices and messages.
Add attachments of any size to any message, and we'll make sure they're delivered.
Relax, knowing all your data’s safe, secure and backed up every hour.
Access everything instantly, on any device, through your browser or our iOS and Android apps.
Downgrade or cancel your account anytime – we don’t do long-term contracts.
Grab your data anytime, with quick job, customer, quote and invoice CSV exports. It’s yours after all.
Set your tax rates and currency to suit you, wherever you are in the world.
Get superb support as standard, with helpful guides, handy videos and humans who love to chat.
“Awesome and always improving, keep up the good work, thanks!”
“Thanks again for all you do, we love your program for our quoting!!”
“I've been using YourTradebase for 2 years and I will whole heartedly say it's the best investment any business will make.”
“We're working great now with YourTradebase. It's a major step up to our previous efforts to co-ordinate work and invoicing, many thanks!”