YourTradebase Features

The beauty of this program is that you key all the information that you require into it once and you save your own text paragraphs for the different sections (Once again ) and they are inserted at the push of a key and can still be edited if required on an individual basis. if part of the software isn't applicable to you you don't have to use it. Your own headed paperwork is produced . all the information on any customers available from any device and is searchable from multiple angles (easily found ). Any email/quote /invoice ( again converted at the push of a key from a quote ) you have had with that customer is listed . For work on the move or the office this is a must. Finally all sync with Xero accounting.

The only real thing I have noticed , is that i would like the ability to change the text size/ bold on certain text boxes and thats about it

YourTradeBase greatly eases the often more tedious tasks of operating a business by providing job tracking, estimating, billing and even allowing clients to pay their invoices upon receipt via credit/debit card. I can knock a modular estimate together in moments, zap it off to the client, see when they opened it, respond to any questions and mark it as accepted or rejected. If I win the job, then upon...

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I honestly can't think of a negative point. I guess the only negative is you pay a monthly overhead for it, but it's such a time-saver that you don't begrudge them charging a few quid!

I love everything about yourtradebase, from its ease of use to its vast options that can be used. Setting up job sheets and being able to only let my employee's see what they need to see. Being able to store all customer information & files in 1 place. The new signature acceptance of quotes being accepted. The easy download system for he invoices so I can send across to my accountant. Setting daily, weekly & monthly task. Booking appointments and jobs. It just makes everything so simple and easy while ensuring our business looks as professional as we are. Most importantly it ensures we save time & gave me my home life back, cutting my 2-4 hour office evenings into 1-2 hours.

It really needs an offline app asap it is the only factor letting it down. Another great team would be being able to set automated reminders, this would be good for our maintenance side of the business and would work well for plumbers, electrician and any other trade that could then set annual or bi-annual etc reminders for PAT testing, boiler services and much more.

Our company used to run off emails and paper job sheets, meaning until these sheets were processed after sitting on desks for weeks at a time that cash flow was quite slow looking back, now our staff complete the jobs online then the same day with a few click either on my phone or tablet I can have invoices send out and usually paid within 24 hours. This has resulted in less money being sat out with customers for longer periods and in our bank in most cases within a few days

The field staff can see all prices and margins which sometimes is helpful but it sometimes does feelmlike they can see too much information

Thanks for the kind words Stuart. There's a couple of ways you can stop your field team from seeing prices: 1. If you add them as 'field team members' to YourTradebase, they won't be able to see pricing for jobs you assign to them. Field teams are free in YourTradebase. 2. If you print or send job sheets, select 'Customise' and turn off the option to 'Show prices'. Reach out to support if you'd like any more help getting this setup Best wishes The YourTradebase team

This software is really simple to use . I got to grips with it quickly and i`m not good with computers . The customer , materials and labour memory are such a time saver .

A spell checker built in to the quote/ invoice writing pages would be good . Unless there is already one and i haven`t found it . To flag up the odd typo.

Hey Scott, thanks for your kinds words! You should be able to turn on spell-checking via your browser get in touch with support and we'll be happy to talk you through how to switch that on All the best! The YourTradebase team

its a straight forward day since using the software, i have my contacts gradually added and now i write my invoices, jobs, quotes on the fly,, no more coming home to more paperwork,, whats not to like? mutliple addresses are now automatically stored so its easy to create invoicing with a few clicks and most of the software can be used to alter information to suit your needs,

the only downside but i guess not too important ,, its not an app so you will have to be in range of a mast, but in 4 years of usage i have not been hampered! the setting up will take time as i have entered my customer details manually with any information that goes with it. i have not had any security issues yet so again, not really a con,

This is one of only two options I was able to find over years of searching that allow us to shape our client's experience from first contact through estimating to project completion. Your Tradebase serves as our CRM and all the data collected in our contacts stays in one system until job completion and follow-up. The estimating functionality is excellent and allows for quick and accurate estimates. The interface is also user friendly and easy on the eyes. Email support is prompt and knowledgeable.

There are a few small areas that would ideally offer a little more user customization but these are minor and I know of no application that doesn't share the same sort of limitation. There is no specific phone app, which we are used to but I have found that the mobile site offers full functionality and ease of use. I have dedicated one browser on my phone to Yourtradebase which gives me functionality equivalent to a stand alone app.

Ease of use and syncing across devices and platforms

No cost tracking element, the fact that it isn't free, lol !

Very easy to use and has great features that have helped us save a lot of time and focus more on the business its self.

Lovely software, I guess it would help if we can create payment plans which we can send to client, not a big issue at all.

Simple and easy to use. Great value for money compared to other products

There's no job profitability function although we get round this by creating a work detail and using that to log the materials used and time spent on the job

YourTradebase is exactly as the name suggests; it is the perfect base tool to manage jobs between multiple technicians. Jobs are easily quoted for and converted to active jobs that can be distributed to the team with ease. It's straight forward and that's exactly what I needed-no fuss! The team are quick to get back to you as well if you do have any queries along the way.

In the customers section it would be useful (for the nature of my business) to be able to separate one off customers and clients/repeat customers but that said, it is easy to search through them anyway.

I use the quoting service mainly and saves a lot of time. Previously I would have to type everything up and with saved templates it is easy to load and make quick adjustments per job.

I haven't ventured much into other features that are on offer so my knowledge is limited.

Your Tradebase is so easy to use and implement for the team.

Job management side could be slightly better i.e..job sign offs etc but constant upgrades and improvements are getting this way. Could also make it easier for customers to leave reviews!

I have been using this software for the last 3 years. It's so easy to work. Customer service is always quick to apply as well, the software send me weekly updates on Monday regarding finance. Truly worth it's money.

I haven't come across any cons yet while using it and I've been using it for 3 years.

Once your prices are there it takes minutes what could easily take hours. The customer relations is second to none, I have had at least 5 ideas implemented by them after suggesting via chat.

Sometimes it takes a few days before ideas are implemented

As some one who had allways used word to create my invoices this was a great leap forward! Being able to just click on old created jobs and adapt them quickly saved so much time ! The drop down menus for materials is a great tool too ! No more fishing about for price lists input once and its all there !

Some times there have been issues with compatibility with older IPHONE but to there credit issues have allways been taken seriously and resolved !

Ease of use. Being able to convert quotations into Invoices on my phone with a couple of clicks. Tracking jobs.

No cons for me. Great product and very easy to use.

Quoting and invoicing have been the best bit for me. What used to take 2-3 hours to quote now only takes 30mins max and it's more accurate too. Also, invoicing is easy. A few clicks and its done. I can change quotes, part invoice, send a receipt with a review link.

It took a week or two to get used to the software, but that's what the trial period is for. There are still some functions that I'm not making the best use of, such as the templates and scheduling. I've had to re-word some of the template to suit my style, but not much and I can save any changes.

This is by far the easiest and most used friendly software for trades people who is constantly on the move and don't have much time to do paperwork. Easy setup makes quoting, invoicing and job management a breeze.

There is no Android app. Hopefully the team will release this soon.

YourTradebase sorts my day to day running of my business and creates my quotations so much quicker. Quality product which saves you valuable family time.

nothing, the platform is easy to maintain

Simple to set up and use; can be accessed through smart phones, tablet, desktop setups. It's actually, almost, what I would have created if I'd had the time myself.

None that I can readily think of but, even if there is a glitch, you email Adam and he sorts it out.

All my paperwork and customer details in one place Access via phone, tablet and PC as necessary. Material lists generated from the quotes I've created. Instantly see how much I'm making, loosing or chasing

No cons were added to this review

Excellent, timely presentation of Adrian's company and his team.

You'll have to ask Adrian, but none from our side.

Easy to use! Daily reminders sent to email Quick invoicing/quote procedure

Don't think there are any