YourTradeBase
Last Updated
Overview
YourTradeBase helps tradespeople streamline job management from quoting to invoicing and efficiently schedule appointments. While it may not support highly complex projects, its integrated platform centralizes all project data for clarity and faster payments. Overall, it is a reliable operational tool for small trade businesses seeking to reduce administrative burden.
YourTradeBase Specifications
- Work Order Management
- Scheduling & Dispatching
- Mobile Access
- Customer Management
What Is YourTradeBase?
YourTradeBase is a cloud-based business management application designed to meet the operational needs of tradespeople and service-based professionals. The platform offers an intuitive suite of tools for end-to-end job workflow management, from initial quoting to final payment collection. Its design focuses on reducing administrative burden, thereby enabling users to concentrate on core, hands-on work rather than paperwork. This focus on efficiency is central to its value proposition.
YourTradeBase Pricing
Disclaimer: The pricing is subject to change.
YourTradeBase Integrations
The software supports integration with multiple systems and platforms, such as:
Who Is YourTradeBase For?
YourTradeBase is ideal for a wide range of trades, such as:
- Builders
- Plumbers
- Landscapers
- Electricians
- Carpenters
- Decorators
Is YourTradeBase Right For You?
If you are looking for a way to cut admin and scale your field service business, this software could be the ideal choice for you. YourTradeBasefeatures give you peace of mind with GDPR-compliant data handling, secure privacy practices, and cloud-based scalability. Businesses will spend less time chasing invoices, stay organised with client portals, and impress bigger clients.
Still doubtful if YourTradeBase is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
YourTradeBase Features
Quotes
This feature enables users to create professional quotes quickly using templates and personal price lists. Quotes can be customized with a company's logo and color scheme, then sent to customers who can view, question, or accept them online. The platform allows for digital signatures and stores a record of the agreement.
Organizing
This feature helps users track leads, save job notes, and upload files to stay on top of inquiries. All job-related notes and unlimited files or images can be kept in one place. The software automatically creates job sheets and provides real-time job balances with payment alerts to help users manage budgets.
Invoicing
The software streamlines the invoicing process by allowing users to create and send invoices for a whole job or for part payments. Customers can pay instantly online with a credit or debit card. The platform tracks full or partial payments, and users can send quick payment reminders for overdue bills or convert quotes directly into invoices.
Scheduling
This feature allows users to book and reorganize work and appointments with a drag-and-drop interface. Users can see their schedule by day, week, or team member to quickly find free spaces. The platform can sync with other calendar software and send daily email summaries of jobs, tasks, and appointments.
Managing
This feature supports team collaboration by allowing users to assign work dates and appointments to team members. The platform shares job files and online schedules so the team can access all necessary details from any device. YourTradeBase also enables capturing digital signatures from customers to sign off on jobs on-site.
Pros And Cons of YourTradeBase
Pros
Allows seeing exact profit per job
Saves hours on paperwork weekly
Templates and materials price lists are reusable
Cons
No strong support for advanced staff/task assignment
Customer emails may land in spam/junk folder
YourTradeBase Reviews
Total 15 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars73%
4
Stars27%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Small Business, 11-50 employees
“Easy calculations”
Pros
I can quickly calculate project totals without any issues.
Cons
Finding older quotes is pretty frustrating when you don't have the reference number.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
9
Functionality
9
Construction, 1-10 employees
Less than a year
“strong CRM workflow”
Pros
After years of searching, I found only one other option that lets us shape a client's experience from the first contact through estimating and project completion. This works as our CRM, keeping all the information gathered about contacts in one place through job completion and follow up. Its estimating tools are excellent for producing estimates quickly and accurately. The interface is user friendly and easy on the eyes and email support is prompt and knowledgeable.
Cons
A few areas could use more options for user customization though these are minor and I haven't come across an application without similar limitations. There isn't a dedicated phone app which we're accustomed to using but the mobile site is easy to use and provides full functionality. I keep a browser on my phone dedicated to this app which gives me the same functionality as a standalone app.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Construction, 1-10 employees
Less than 6 months
“accepted quotations become invoices quickly”
Pros
Setup is quick though a few functions needed in my country are missing. It's simple to use each day and turning accepted quotations into invoices takes no time at all.
Cons
It doesn't fully meet the regulations where I live.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
10
Functionality
8
Frequently Asked Questions
Who are the typical users of YourTradeBase?
YourTradeBase features are used by trades, such as plumbers, landscapers and carpenters.
What level of support does YourTradeBase offer?
YourTradeBase offers support through email.
What other apps does YourTradeBase integrate with?
YourTradeBase integrates with various third-party applications, such as Xero Accounting Solution and Quickbooks.
Does YourTradeBase offer an API?
No, YourTradeBase software does not offer an API.
Does YourTradeBase have a mobile app?
Yes, YourTradeBase offers a dedicated mobile app.
What language does YourTradeBase support?
YourTradeBase primarily supports the English language.
What types of pricing plans does YourTradeBase offer?
YourTradeBase price starts at £29/month. Get a detailed YourTradeBase cost breakdown tailored to your specific requirements.