YourTradebase
Review of YourTradebase Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About YourTradebase
YourTradebase Screenshots
YourTradebase Features
YourTradebase Integrations
Customer Reviews
See why people love YourTradebase
stephen c.
Verified UserConstruction · 2-10 employees
Great tool for any business
This software has literally took two days off my normal week. Great tool for any business!!
- Very easy to use once you've been on it a few weeks
- Once we set all the materials and price lists up it enables you to have all the prices at your finger tips with the added benefit that you can see exactly what profit you make from the job
- We use this everyday and has now become the norm in the office
Nothing really, we think its great and [SENSITIVE CONTENT HIDDEN] and his team are always finding ways to improve it
Mark A.
Verified UserConstruction · Self-Employed
Awesome for complicated job quotes
Verified reviewer
- I was looking for some software to enable quoting for ages
- It had to be able to section off different jobs/trades, with detail of tasks, materials and labour
- This software solved that straight away, and allows turning those quotes into invoices, including online payments default templates and template items
- The only place it's lacking is accounting functionality
- I just use Excel for this now and send to my accountant to deal with
- General database lists of invoices, export all, print all i would've expected but hey, compared to other options it's the most ideal
Switched From
Far too complicated for the time i have and the needs of day to day business
Why they chose it
"Just wasn't customisable enough"
anthony t.
Verified UserConstruction · 2-10 employees
review
looks good when sent
- good lay out can find customers to rwf back and follow up with one click
- the cost probaly my accounting software is cheaper
Dean C.
Verified UserElectrical/ Electronic Manufacturing · Self-Employed
Brilliant
Absolutely brilliant from the layout, ease of use, quoting and invoicing and the customer service and willingness to improve is the best I have experienced.
- Ease of Use, Lots of options, Professional Look, Materials Database
There wasn’t any cons on this service as if there was a problem [SENSITIVE CONTENT HIDDEN] and his team sorted it within 24 hours
Switched From
Hard to use and not what I was looking for.
Why they chose it
"Really helpful. Easy to set up and great communication"
Richard S.
Verified UserConstruction · 2-10 employees
Make life easy with YourTradebase
I have used this software from the start and have found it makes my life far better and more organised . It is easy to .The backup from [SENSITIVE CONTENT HIDDEN] is quick and helpful as he understands the self-employed /building world. they carry out updates with have all be good and require no real learning they just work . what more can I Say , try it you won't be disappointed,
- 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
Why they chose it
"I was beginning to find it hard to with up with my work load and juggling multiple customers and there details , because as you know , customers never respond in the order you spoke to them .Now carrying out in excess of 500 quotes per year , I can refer back to any without a problem . Life made easier."
David S.
Verified UserElectrical/ Electronic Manufacturing · 2-10 employees
Makes the back-office tasks so much easier.
It's simple to use, support is fast and it automates a lot of processes I used to conduct manually using clonky apps such as Excel. Being web based, I can knock out estimates and invoices from my mobile phone if needed whereas prior methods had me tied to a computer.
- 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 completion of work I can quickly convert the estimate to an invoice and fire it out
- I can track who has paid and who hasn't, sending receipts for the former, reminders for the latter
- As an Electrician, I don't want to lose time to administrative tasks and this software greatly lessens the time I need to spend in the office
- It's an easy way to bring a small business into the 21st century without having to be too proficient with a PC
- 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
Why they chose it
"I evaluated Tradify, albeit briefly, but it appeared to be more complicated. YTB was a breeze to pick up and anyone taking advantage of the free trial ought to quickly be able to see the benefits."
Jamie O.
Verified UserConstruction · 2-10 employees
Yourtradebase #TimeSaver
[SENSITIVE CONTENT HIDDEN] is fantastic, to me he is yourtradebase. Certain aspect like the signature which took little to long and Ive longed for and the offline app not being available would have lost me to another provider if it wasn't for me thinking so highly of [SENSITIVE CONTENT HIDDEN]. Any time there is an issue he sorts it and quickly and has also taken on our feedback for edits to the system. Like making the search bar for searching services.
- 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
Stuart C.
Verified UserConstruction · 2-10 employees
Streamline your business
I would recommend this to any tradesman that feels like they are sinking in paper work, it has freed up so much time where I can be out earning more and also can see how much is owed off all work in progress in one place, also all staff can see schedules etc of jobs, we are now all singing from the same hymn sheet, would never go back to our old way of working.
- 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
Why they chose it
"After a trial of this and others this fitted our company best at the right price"
ray h.
Verified UserUtilities · Self-Employed
job done!
i like the fact that from the word go the system is synced, i start with a job date, it has all details ready on a quote. which can be edited. once sent off, the customer can see everything online and you get emails or notification depending on preference if or when a job has been accepted, the quote can be converted into invoice, again minimal fuss. loads of other options which i havent delved into yet but happy to know they are ready when i need them,, also just started card payment option as well. so worth the money for me.
- 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,
Why they chose it
"bit of a hunch but very happy i took the step,"
Rob T.
Verified UserConstruction
Great time saving paperwork app for small businesses
I came upon this app purely by accident if I remember correctly, but that's part of it's benefit, you forget that it's something that you 'Didn’t' have before. As long as you can get Internet access through a browser then you can use this app. and once you’ve set up your details and started using the app you'll find that you really can't do without it. It saves me probably two or three hours per day that I would have spent creating invoices, bills etc. I'm teaching my wife to use it now, which will only take a few minutes really, so that she can do even more of my paperwork, allowing me more time to earn the money.
- 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
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This is very useful service. The company presents itself in a very professional manner.
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