YourTradebase Reviews

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.

Excellent CRM for tradesmen.
Been using this CRM system as a small tradesman and feel for the price it’s an excellent product. I have had great support from them and feel a valued customer. I would recommend the use of this CRM to all tradesmen.

Originally was unable to search by telephone numbers but this has been resolved.

I have been using this platform for invoicing, estimating and bank roll and it has been a revelation. I now instantly who owes us and I can track when I have been paid

Nothing not to like. If I have a glitch I e mail the administrator and they always respond within the hour

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 !

friendly and easy to use,I use day by day for quotes and invoices

quick and friendly,but expensive if compare with another similar product

Easy to set up, bar the lack of some functionalities which are necessary in my country. Easy to use on a daily basis, the fact accepted quotations can be easily converted to invoices in a moment is totally incredible.

Not completely compatible with regulations in my country.

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

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

good lay out
can find customers to rwf back and follow up with one click

the cost probaly my accounting software is cheaper

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

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.

We needed a basic software program to create invoices. I was not looking for a full accounting software program as we already have that. Tradebase was just what we were looking for. They were very helpful in the setup process and importing all of our customer information. We are very happy with this program.

None - We have been very happy with the software.

The site is easygoing to navigate, its colourfulness appearance makes it good to use and impressive for the customers

I’ve had numerous customers tell me that the layout of the quotation was a big factor in getting the job

But one of the best things is they always always reply to any message/question I raise

I have nothing negative to write, this software meets all requirements

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.

It saves a lot on paperwork. Great new facility to use Stripe for card payment, this helps when customers cannot do internet banking.

There is not a App for the software. Also when you take a deposit and use stripe you have to create a separate invoice to take part payment.

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

The software very simple to use and and the invoices and quotes very professional look.

Few options are still could be improved.

The software is perfect easy to use, nice layout, streamlined.

I personally can't fault it. Maybe have a purpose built app?

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.

I have found the software to be fairly easy to use, does job scheduling and invoicing in 1.

Be ni w if their was an app , but you can use a webpage without any issues

Easy to use. Everything under one roof.

Nothing.

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.

No paper work, everything at my finger tips. So many customisable options. Very quick friendly first hand help and advice. I haven't seen another software package that can match this for value.

I would like to see what ratio of quotes won to lost. Bulk editing on labour costs.

As with all systems the first couple of visits will be familiarising yourself with it, this doesn’t take long at all.
The layout is clear and uncluttered and navigation is really easy.
Invoices and quotes look professional without being too formal, clients have commented on how professional it looks.
If you’re looking for a reliable office system that save you hours of paperwork you won’t go far wrong YourTradebase, oh and if you need any help the guys are just a click away with the chat box.
If your a self employed sole trader, or you have a team YourTradebase has it covered.

Honestly, I’m finding it difficult to think of anything negative to say. Anything that’s been an issue has been dealt with promptly, these guys have their finger on the pulse.