What's new in YourTradebase?

It’s important to deliver professional quotes with clear pricing to your customers, but sometimes your customer have choices. You might offer optional extras, or different levels of service.

Well, now you can add optional price items to your quotes and estimates for your customers to select.

Items that you mark as ‘optional’ are not included in your quote totals, and are displayed instead as ‘optional items’ within your quote

Available now: start adding optional extras and optional prices to your quotes in YourTradebase today.

Your work diary is a vital tool for your business, so we’re very pleased to announce a new calendar for YourTradebase, so you can more easily view and schedule all your jobs and tasks.

You now have your own digital diary to manage your workload and schedule your todos.

From your calendar, you can drag and drop jobs and tasks to schedule them or change their start or due dates, drag jobs to alter their duration across multiple days or weeks and quickly view the details of your jobs and tasks.

You can quickly browse your calendar and job schedule by month, by week or by day, as well as navigating through months to see your upcoming work and gaps in your work schedule.

Subscribe to your calendar in Google Calendar, Apple Calendar or Outlook and get your updates wherever you are. Changes you make to jobs and tasks in YourTradebase will automatically be updated in your calendar software.

Happy scheduling!

Learn more about how to use your new calendar or how to subscribe to your calendar.

Showing you belong to a trade body or association can help build customer trust, so we’re happy to announce you can now upload accreditation logos to your paperwork.

Upload up to 5 images to be displayed at the bottom of your quotes, invoices and receipts, and they will be displayed to your customers whenever you send, print or download your paperwork.

It’s easy to start displaying accreditations on your paperwork – visit the display options within a quote or invoice to upload your accreditations or learn more about uploading accreditation logos from our help guide.

You can now upload all types of files to your jobs, customers, quotes and invoices in YourTradebase.

File Uploads

We’ve introduced file attachments to YourTradebase.

You can now upload files to customers, jobs, quotes and invoices for your reference.

Here’s some of the ways you can use file uploads to help:

• Upload plans or documents for a job…
• Take photos of the job you’re quoting for and upload them to keep all your  job data in one place…
• Upload any certificate or warranties you issue for a customer or job…

You can upload any files of up to 10mb in size.

Find out more about uploading files from our help guides.

Email Attachments

You can also use the new file uploads to attach files when you send your quotes or invoices to your customers.

It’s easy to attach files to your emails: find out how to attach files to emails.

You now have more control over what reminders you receive from YourTradebase and when you receive them.

Your Email reminders settings have now been upgraded.

You can decide which emails you receive – and when you receive them – including:

• Quotes which need to be sent
• Quotes which need to be chased
• Invoices waiting to be sent
• Invoices that are overdue
• Tasks due each day
• Weekly summary of your business tasks and paperwork

Visit your Settings > Email reminders page to update reminders and suit the way you want to work.

Click here to find out more about setting email reminders.

A lot of sub-contractors need to show a CIS deduction on the invoices they present for payment, so it’s no surprise that CIS calculation is a frequently requested feature in YourTradebase.

We’re pleased to announce that sub-contractors are now able to calculate CIS deductions within their invoices.

CIS deductions will then be displayed on invoices ready to email, download or print.

Find out how to deduct CIS from your invoices in YourTradebase.

New: price labour into your quotes and invoices

We’ve added the ability to calculate your labour costs when pricing quotes and creating invoices. You can now:

• Calculate multiple labour costs per quote or invoice item
• Save different rates of labour to your price lists
• Quickly select saved labour rates when pricing your paperwork
• Choose how to display labour to your customers: hide labour, show labour total, or show a breakdown of labour

Labour rates are available within your quote and invoice items for you to start using.

Learn more about saving labour to your labour rates list.

Print the materials required for your quotes

If you’re adding and pricing materials to your quotes, you can now view all the required materials for each quote in one easy list.

You can also print your material list or download them it to a PDF. (Handy for trips to the suppliers or ordering materials to site!)

Improved price lists

We’ve also upgraded your Services price lists with some major improvements:

• Save work items to your price lists from within paperwork items
• Breakdown materials and labour costs within your service prices
• Select an item from your service price list when creating paperwork and any materials or labour included for that service is automatically populated for you
• Re-use your saved services more quickly and easily, and save time typing!

Learn more about setting and saving your services in YourTradebase.

Better emailing

Emailing paperwork to your customers just got a little bit smarter; we’ve updated customer email address selection when sending paperwork.

You can now select addresses for your customer from a drop-down selection and email the same paperwork to multiple addresses.

If you enter a new email address, that will be automatically saved for that customer to re-use later.

Smarter filtering

We’ve also upgraded customer filters in your customers section.

Mr, Mrs, Miss, Mr & Mrs titles are now ignored when filtering by letter. So, filtering by letter now shows you the correct results:

We believe a great tool delivers a great experience. It’s what we strive for with YourTradebase so today we’re really happy to announce a better mobile experience with YourTradebase Mobile. Your paperwork, wherever you are.

YourTradebase in your hand.

The entire YourTradebase experience has been optimised for display on your mobile phone to deliver a great experience when you’re out and about.

We’ve included all the features you’d expect, and have lots more planned. You can create, edit and send your paperwork, lookup customers and set yourself tasks and reminders.

Anything you update on YourTradebase mobile will be automatically updated for the next time you sign in from a computer or laptop.

Getting your quotes and invoices to your customers quickly not only makes you look more professional, it helps you win more work.

So when we started building YourTradebase for your mobile phone, getting your paperwork created and organised quickly was top of our agenda.

Visit YourTradebase on your mobile phone to try it for yourself.

YourTradebase has been given some love, too…

We’ve also been working hard on the computer and laptop browser version of YourTradebase to make sure the features you used the most are easier to get done.

We’ve designed a fresh new look for an easier-to-use dashboard:

Re-designed tasks to be faster and more helpful:

We’ve also improved adding items to your quotes and invoices – including allowing you to save to your price list when creating paperwork:

These upgrades are ready and waiting.

All of these changes are ready and waiting for you and can be seen right now – there’s nothing to download or install.

Just sign in to YourTradebase from a computer or laptop to see the new updates, or sign in from your mobile to see all your data with YourTradebase Mobile.

A smarter workflow starts with a lead.

You probably already receive leads by customer phone calls, referrals, websites – maybe even from social networks. But how do you manage them to maximise the work you might win?

To grow a successful business, keeping on top of new leads is vital.

Well, we’ve got your back: introducing Leads to YourTradebase.

Now you can create, track, manage and organise new work opportunities quickly and easily. Watch a quick video about leads in YourTradebase:

Manage your leads to win more work

See at-a-glance all your open, won and lost leads. How many leads do you have and what are they worth?

For each of your leads, YourTradebase shows you who it’s for, what it’s for and it’s estimated or quoted value.

You’ll also see what tasks are due and whether you’ve sent a quote to this customer.

See what you need to do to win more work at a glance.

Stay organised to stay on top of new work

One easy-to-scan screen for each of your leads.

Keep notes, important tasks and reminders for your leads. When you’re ready to quote, it’s just one click away!

Easily find the details you need to stay on top of new work opportunities.

Easily keep track of your work leads

Managing the status of your leads is just a single click away…

Won the work? Great! You can convert a lead into a job in one click.

Lost the lead? We’ll make the admin easy.

Start managing your leads in YourTradebase

Some enhancements to your material lists this week in YourTradebase. We’ve made the following changes to help you display your material prices, markup your costs easily and invoice for the materials you’ve used:

Display materials on your printed paperwork

Display Options for paperwork have been updated to allow you to choose to display:

• A full material list breakdown – with or without itemised costs
• An overview of the cost of materials that you’ve included on paperwork

Just enter your materials, and check the options that you want from Display Options to see how this looks on your paperwork. YourTradebase will remember your settings and automatically apply them to the next quote or invoice you create.

Add your markup to your materials

We’ve heard from a lot of users that marking up their materials would be very helpful – so we’re very pleased to announce you can now apply a markup % to the materials you quote or invoice for. It’s very easy to use – simply enter a % against the materials you want to markup and we’ll calculate the rest for you! You can also set your own default markup % in your settings:

• Visit your Settings (the cog at the top-right of the screen)
• Select Materials from the left-hand menu
• Enter the % you usually use to markup your costs
• Click Save Settings

Your default markup % will then be applied to any materials you add (unless you choose to change the percentage)

Invoice for materials

We’ve also extended your materials list so you can use them in your invoicing, too. Just like materials when quoting for work, you can now:

• Keep track of the materials you’re invoicing for
• Display those materials on your invoices – as a full breakdown or as an overview
• Calculate a running total for your materials
• Easily add markup to the materials you’ve used
• Quickly add materials that you’ve used before – from quotes or invoices. Just start typing and then select your item or material.

Let us know what you think…

We’re very proud to listen to our users and build new features based on what you need to work smarter. We’d love to hear your thoughts on these changes – or any other changes you’d like to see! Get in touch from within YourTradebase (click the green help tab to email or live chat with us) or email us at helpdesk@yourtradebase.com

If you ask for deposit payments or send customers receipts, we’ve got a couple of exciting new features for you.

We’ve just launched invoice part-payments and easy customer receipts.

Logging payments for invoices

If you receive part-payments for the invoices you send out, we’ve made it easy for you to log those payments against your invoices.

View any invoice that you’ve sent and you’ll now see a payment summary; what’s been paid and what you’re owed.

To log a payment, simply click the ‘Add a payment’ button, and enter an amount, payment date and any notes you want to keep about the payment.

All paid!

Once an invoice has £0.00 owing, it will automatically be updated with a status of paid.

If you’d like to quickly mark an invoice as fully paid, click the ‘mark invoice as fully paid‘ link. A full payment will be logged for the invoice.

Seeing what you’ve been paid for invoices

Any payments that you log will be displayed underneath your payment summary, with the date you logged and any notes you added.

You can remove payments if you need to by clicking on the trash can alongside each payment.

Creating receipts for payments received

Need receipts for your customers? Easy!

Log a payment against the relevant invoice, click ‘Send a receipt’ and we’ll create a payment receipt for you to easily send to your customer.

Sending receipts to your customers

You can print in your browser, download to PDF or email your receipts directly to your customer.

You can customise your email messages for receipts by visiting settings > email templates > updating receipt templates

Try it for yourself…

We have plans to add more features and reports to receipts and payments, but if there’s something you think YourTradebase could make easier when dealing with payments and receipts, email us and we’d be happy to hear what you need.

Contact us or live chat with us from within the app (just click the green ‘help’ tab), or email us at helpdesk@yourtradebase.com.

Sign in to YourTradebase to start logging payments received and sending receipts to your customers, or sign up for a free account.