Rating
4.9
59 reviews
Starting price
$31
Flat Rate
Categories
12
Founded
2013
Employees
5
Made for trades, by trades, YourTradebase is a super-fast, no-nonsense app that helps you get work won, done and paid. Write quotes and invoices, get customer approval, schedule work, take payments, manage teams, make notes and keep everyone in the loop, anytime, on any device. Its quick, its easy and it saves trades an average of a day a week on paperwork leaving you more time to grow your business and do the things you love. Take it for a spin with a free 30-day trial.
Ad spend / mo
$0
0 paid keywords
Paid visits / mo
0
Organic keywords
577
Organic visits / mo
643
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(59 reviews)
it is easy to use and has eliminated a lot a paperwork for me. I now no longer use excell for my quoting and invoicing....this is the best thing since sliced bread :-)
Pros: 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.
Cons: Not completely compatible with regulations in my country.
gustav C. · Managing Director · Construction · October 15, 2020
Overall I am thoroughly pleased with my experience.
Pros: 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.
Cons: 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.
| Category | Page | Rank | Placement |
|---|---|---|---|
| Remodeling Estimating | 1 | 20 | - |
| Plumbing Estimating | 1 | 25 |
Domain confidence 99%
Thomas O. · Owner · Construction · October 2, 2020
Its saved me time first and foremost ! Being able to finish a job and send the invoice whilst outside the house just keeps cash flow moving !
Pros: 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 !
Cons: Some times there have been issues with compatibility with older IPHONE but to there credit issues have allways been taken seriously and resolved !
Alan C. · Painter · Construction · September 28, 2020
Pros: Easy to use. Everything under one roof.
Cons: Nothing.
Daniel S. · Landscape gardener · Construction · September 26, 2020
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,
Pros: 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.
Cons: 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
Richard S. · owner · Construction · August 26, 2020
Pros: Time saving Layout Easy to understand Automated calculations
Cons: Maybe should make an app will be more convenient
Rabeh K. · Builder · Construction · August 25, 2020
Would recommend to everybody to use this software for business or for sole trader too.
Pros: The software very simple to use and and the invoices and quotes very professional look.
Cons: Few options are still could be improved.
David K. · Director · Building Materials · August 16, 2020
From start to finish it has been perfect I can't fault it.
Pros: The software is perfect easy to use, nice layout, streamlined.
Cons: I personally can't fault it. Maybe have a purpose built app?
Amrit N. · Director · Events Services · August 11, 2020
Pros: Simple , eficient and reliable/ easy to use and access!
Cons: Nothing to mention , product was easy to assimilate!
Cristin I. · Company director · Construction · August 11, 2020
Pros: This software is easy to use and it also have has the ability to make the quoting process quick and enjoyable.
Cons: Wasn't able to find any cons related to this product
Daniel I. · Great stuff! · Construction · August 5, 2020
For the day to day running of my sole trader (Painting and decorating) business, YourTradebase is a perfect fit for me. ⭐️⭐️⭐️⭐️⭐️
Pros: 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.
Cons: 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.
Andrew J. · Self Employed · Construction · August 2, 2020
very happy ! iv been with this company for 7 years , i would be lost without it
Pros: organisers all you quotations ,invoices,lets you keep track of work in progress with payments reminders ect
Cons: none to report ! its always being updated to keep ahead of the game
Jason s. · builder · Construction · August 2, 2020
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.
Pros: 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,
Cons: 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,
ray h. · heating engineer · Utilities · August 1, 2020
been with my tradebase for 6 years now its really good
Pros: With myself not being very good with technology my tradebase is very simple to use and easy to guide through the settings
Cons: nothing to dislike about this software its really simple
Lee c. · plumber · Construction · August 1, 2020
nice
Pros: friendly and easy to use,I use day by day for quotes and invoices
Cons: quick and friendly,but expensive if compare with another similar product
ed s. · director · Construction · August 1, 2020
Super easy to use and saves time. [SENSITIVE CONTENT HIDDEN] is very helpful and quick to respond to any questions or issues which helps everything run smoothly.
Pros: 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.
Cons: I haven't ventured much into other features that are on offer so my knowledge is limited.
Stephen T. · Director · Construction · July 31, 2020
Pros: 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.
Cons: 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.
Mark A. · Kitchen fitter · Construction · July 30, 2020
its helped the company look more professional, its allowed quoting to be streamlined across the board and has really boosted poppy construction.
Pros: I love how it can be tailored for my company, [SENSITIVE CONTENT HIDDEN] is always on hand to help out.
Cons: I dont really have anything negative to say
Garry E. · sales manager · Construction · July 30, 2020
I was looking for a way to reduce the time it took for me to quote and invoice customers. This has far exceeded my need and expectations. Having it link to Xero also helps reduce time spent on paperwork. All my office work is so much more streamline, leaving me time to be on the tools working or all my family.
Pros: 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.
Cons: 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.
Adam R. · Owner · Construction · July 30, 2020
I used to do quotes and invoices on a spread sheet when i first started my business and it would take forever . Now i can compose and send invoices and quotes in minutes from my PC or mobile . I really couldn`t do without it .
Pros: 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 .
Cons: 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.
Scott T. · Electrical contractor · Construction · July 29, 2020
It’s been a pleasure by and large, no more putting off sending quotations or invoices..the Monday morning wake up call with YourTradebase is another feature I like, telling me about the week ahead is very useful and keeps me on track..
Pros: Quotations and invoices are made so easy with YourTradebase....plenty of templates to use, personalising them made easy, really user friendly and complete piece of mind knowing everything is in one place...highly recommended!!
Cons: Not much if anything....maybe the fact that I refer to it as MyTradeBase instead of YourTradeBase...but that’s more me then them
David L. · Painter · Construction · July 29, 2020
Pros: Ease of use. Being able to convert quotations into Invoices on my phone with a couple of clicks. Tracking jobs.
Cons: No cons for me. Great product and very easy to use.
Kevin B. · Owner · Environmental Services · July 29, 2020
My overall experience of using this is it’s a great system that works for our company
Pros: Definitely that it is easy to setup and easy to use it sinks with our accounting system that it has a follow-up service if the client hasn’t paid
Cons: To be honest there wasn’t anything that I didn’t particularly like at all works very well
Jamie T. · Director · Construction · July 28, 2020
Pros: 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.
Cons: 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.
Cathryn J. · Operations Manager · Automotive · July 28, 2020
Been good to help organise jobs, everything all in one place- you can save files / pdfs to the customer file.
Pros: I have found the software to be fairly easy to use, does job scheduling and invoicing in 1.
Cons: Be ni w if their was an app , but you can use a webpage without any issues
Lee S. · Electrician · Construction · July 28, 2020
Shortlist |
| HVAC Estimating | 2 | 1 | - |
| Electrical Estimating | 2 | 3 | - |
| Landscape | 2 | 15 | - |
| Roofing | 2 | 18 | - |
| Electrical Contractor | 2 | 26 | - |
| Job Costing | 2 | 35 | - |
| Plumbing | 2 | 40 | - |
| Quoting | 2 | 43 | - |
| HVAC | 3 | 9 | - |
| Scheduling | 6 | 14 | - |
