All New: Notifications

When something important happens in YourTradebase, it’s important you know about it.

What to include on your trades invoice?

Invoicing. It’s a hassle. But no matter what trade you’re in, it has to be done… but, what should you include when creating your invoice?

Here are our top tips on what you should include on your trade invoices.

Place a job on hold

Have you got a job that’s delayed for a long period? Or a customer postponing their decision on a possible job?

You can now place those jobs on hold.

Held jobs allow you to move an active job out of your pipeline, so you can focus on the jobs…

Get your daily reminders in your timezone

Get reminded of what’s on each day in good time…

If you’re using YourTradeBase in a different timezone to UTC London, then getting your daily reminder list halfway through your day isn’t helpful.

We’ve helped our customers win £50,000,000 worth of quotes

We’re proud and excited to announce that YourTradeBase has now helped our customers create, send and win more than £50,000,000 worth of quotations and estimates.

Add when an appointment ends when sending confirmations

If you’re sending appointment or work confirmations to your clients, we’ve got a little update to make communication clearer…

You can now choose to automatically include the date and time your appointment…

Display unit prices for your materials and labour rates

If you’re costing work using material prices and labour rates, your customers might want to see a detailed breakdown of those costs.

Estimates vs. Quotes

Should you be sending quotes or working out estimates? Providing a fixed quotation for the cost of work or estimating all the costs? Estimates vs. Quotes — what’s the difference and which should you use…?

Estimates vs. Quotes — What’s the difference?

Should you be sending quotes or working out estimates? Providing a fixed…