Let's trade better.

Let your customers know when paperwork is ready and messages are sent with simple, straightforward SMS notifications. Notify your customers about new messages, quotes and invoices with simple SMS messages. No more are you at the mercy of email software that may banish your message to a customer’s junk folder on a whim… let your […]

Stop clicking attachment filenames trying to find the right image –  start browsing helpful thumbnails to find the right image faster. We’re happiest when we can make small changes that make a big difference to using YourTradebase everyday. Today we’ve got a little big change that should deliver a big difference. Message attachments are now […]

Your clients deserve a fantastic experience when viewing your messages, quotes and invoices, and so we’ve refreshed the look and feel of our client portal area to deliver a better client experience. We’ve made big changes to simplify the client portal – especially for mobile devices. Here’s what’s new: Better messages It’s now clearer for clients […]

Easily show customers what’s been paid and what’s outstanding across all their jobs, in one simple statement. Sometimes a customer has multiple jobs – each with different job balances. Before now, sending your customer a summary of what’s outstanding and what’s been paid across lots of jobs meant grabbing balance statements for each job, then […]

Choose which customers you see, and in which order they’re shown with customer filters You can now sort your customers by those with current jobs or outstanding balances, as well as sort them into name or date order. Happy filtering!

Save yourself time by creating Quote Templates for the work you cost often. Creating quotes is now even faster with Quote Templates. Rather than typing out and costing similar work over and over again, save time – and typing – by choosing the template you want to use, then just adjust your costs and your new quote is […]

Want to include images within your email messages, email signatures or notes in YourTradebase? Then we’ve got an update that’ll make you smile… You can now easily include images in all those places 😎 Just drag and drop the images you want to include – or select the icon and choose your image(s) – to add […]

You’ve now got complete control over the colour of your paperwork – thanks to our new paperwork colour selector 🎨 Visit any paperwork and select Actions > Customise > Design to select the perfect colour to match your company brand. You can select a preset colour, choose a colour using the selector, or enter a precise […]

If you need to supply multiple quantities of the same item, or want to cost work based on a quantity, then our latest update makes things a whole lot easier… Introducing work item quantities. Cost up your work item with materials, labour and pricing, then add quantities to show how many of those items are […]