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%
Satisfaction score
Ease of use
10
Value for money
9
Customer Support
9
Functionality
9
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 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
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
More than a year
“fast invoice updates”
Pros
After always making my invoices in Word, switching to this felt like a big step forward. I can open jobs I've already created and adjust them quickly which saves a lot of time. The material drop down menus are useful too, enter prices once and there's no need to keep searching through price lists.
Cons
There have occasionally been compatibility problems with older iPhones but the issues have always been taken seriously and fixed.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Construction, 1-10 employees
Less than 6 months
“everything we need in one place”
Pros
This is simple to use, with everything in one place.
Cons
I dont have any cons to add here.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Construction, 1-10 employees
More than a year
“readily available customer records”
Pros
Enter the information you need once, then save your own paragraphs for different sections and add them with a key press. You can still edit each one individually when needed. Any parts of the software that don't apply to you can simply be left unused and it produces paperwork with your own headings. Customer information is accessible from any device and can be searched in different ways making it easy to find. Emails, quotes and invoices for each customer are all listed and you can turn a quote into an invoice with a key press. It's essential for work on the move or in the office and everything syncs with Xero accounting.
Cons
The one thing I've noticed is that I'd like to be able to change the text size or make text bold in certain boxes. That's about all.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Building Materials, 1-10 employees
More than a year
“super simple to use! !”
Pros
The software is very simple to use and the invoices and quotes look very professional.
Cons
A few options could still use improvement.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Events Services, 1-10 employees
More than a year
“Well organzed design”
Pros
A perfect and easy to use tool with a well organized layout.
Cons
I can't fault it personally though perhaps a purpose built app could be added.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
9
Construction, 1-10 employees
More than a year
“reliable access”
Pros
Simple to access and use, while remaining efficient and reliable.
Cons
There werent any downsides that we came across.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Construction, 1-10 employees
Less than a year
“YourTradeBase review”
Pros
Using the software has been going well and its quoting feature makes preparing quotes quick and enjoyable.
Cons
So far nothing to complain about.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Construction, 1-10 employees
Less than a year
“clear layout!!”
Pros
Expect to spend the first couple of visits getting familiar with the system but that doesn't take long. Its uncluttered, clear layout makes getting around simple. Quotes and invoices have a professional look without feeling too formal and clients have mentioned that they look professional. For a dependable office system that saves hours of paperwork, it is a solid choice. When help is needed, the team is only a click away through the chat box. It works for self employed sole traders as well as businesses with a team.
Cons
Honestly, I'm struggling to name anything negative. Any issue I've come across has been dealt with promptly and these guys seem to stay on top of what's going on.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Construction, 1-10 employees
More than a year
“keeps quotations organized”
Pros
Keeps all your quotations and invoices organised, tracks work in progress and sends payment reminders.
Cons
Everything is great and I have no complaints.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
9
Utilities, 1-10 employees
More than a year
“automatically saves addresses”
Pros
Day to day work is simpler since I started using the software. I've gradually added my contacts and can now put together invoices, jobs and quotes on the fly, without coming home to a pile of paperwork. Multiple addresses are saved automatically so invoicing takes just a few clicks and much of the software can be adjusted to fit the information I need.
Cons
One minor drawback is that it isn't an app so I need to be within range of a mast. That said, after four years of using it, this hasn't caused me any problems. Getting set up takes time because I entered my customer details and related information manually. I haven't had any security issues so far so that hasn't really been a concern either.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
8
Functionality
7
Construction, 1-10 employees
More than a year
“simple to understand settings”
Pros
I'm not very confident with technology but I find it very simple to use and it's easy to find my way around the settings.
Cons
The software is really simple to use and doesnt have any major downsides.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Construction, 1-10 employees
More than a year
“very user freindly”
Pros
This is user friendly and easy to use. I rely on it daily for quotes and invoices.
Cons
Fast and user friendly though it costs more than comparable products.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10