# YourTradebase Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is YourTradebase the right Scheduling solution for you? Explore 59 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/140632/YourTradeBase/reviews --- YourTradebase 4.9 (59) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of YourTradebase Ease of use 4.8 Customer Service 4.9 ## Pros and Cons in Reviews MA Mark A Kitchen fitterConstruction, Self-employedUsed the software for: More than 2 years. “This software solved that straight away, and allows turning those quotes into invoices, including online payments default templates and template items.“ July 30, 2020 JO Jamie O Director Construction, 2 - 10 employeesUsed the software for: More than 2 years. “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 \[SENSITIVE CONTENT HIDDEN\].“ July 26, 2020 DS David S ElectricianElectrical/Electronic Manufacturing, 2 - 10 employeesUsed the software for: More than 2 years. “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.“ July 25, 2020 ST Scott T Electrical contractorConstruction, Self-employedUsed the software for: More than 2 years. “I used to do quotes and invoices on a spread sheet when i first started my business and it would take forever .“ July 29, 2020 JO Jamie O Director Construction, 2 - 10 employeesUsed the software for: More than 2 years. “Most importantly it ensures we save time & gave me my home life back, cutting my 2-4 hour office evenings into 1-2 hours.“ July 26, 2020 AC Alison C GardenerConstruction, 2 - 10 employeesUsed the software for: More than 2 years. “Some of the filters don't always work and the emails sent to clients can end up in their junk file.“ July 27, 2020 rh ray h heating engineerUtilities, Self-employedUsed the software for: More than 2 years. “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.“ August 1, 2020 KC Kath C OwnerConstruction, 2 - 10 employeesUsed the software for: More than 2 years. “There’s a tendency to over complicate it with features 80% of users don’t need?“ July 26, 2020 ## Showing most helpful reviews Showing 1-25 of 59 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Chris J. Electrical/Electronic Manufacturing Used the software for: ### "saves me time and money!" January 18, 2015 5.0 I've been using Your Trade Base for a few years now after I found my paperwork was taking more time than the jobs! Now I have entered all my standard materials and labour rates, quotes take minuets not hours! My cash flow has improved as any overdue invoices are highlighted to me and I can chase it with an email in 1 click. Pros All my paperwork and customer details in one place Access via phone, tablet and PC as necessary. Material lists generated from the quotes I've created. Instantly see how much I'm making, loosing or chasing Review Source ST Scott T. Electrical contractor Construction Used the software for: 2+ years ### "Such a time saving tool" July 29, 2020 5.0 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. Reason for choosing YourTradebase Price, at the time , though price has now increased more inline with others . Simplicity , others looked over complicated . Review Source Response from Forty Two July 30, 2020 Hey Scott, thanks for your kinds words! You should be able to turn on spell-checking via your browser get in touch with support and we'll be happy to talk you through how to switch that on All the best! The YourTradebase team LC Lee C. plumber Construction Used the software for: 2+ years ### "Gas company" August 1, 2020 4.0 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 Review Source AJ Andrew J. Self Employed Construction Used the software for: 1-2 years ### "Effortless control of invoicing and quoting." August 2, 2020 5.0 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. Review Source TO Thomas O. Owner Construction Used the software for: 6-12 months ### "Finally software that organizes everything for small remodeling firms!" October 2, 2020 5.0 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. Review Source GC Gary C. Owner Construction Used the software for: 2+ years ### "Brilliant software package " July 27, 2020 5.0 Very quick and easy to set up and use straight away. Very clean and easy to use. Cloud based so no bulky clunky software issues. Pros 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. Cons I would like to see what ratio of quotes won to lost. Bulk editing on labour costs. Alternatives considered [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Reason for choosing YourTradebase Recommended by the BIKBBi at the time Review Source AC Alison C. Gardener Construction Used the software for: 2+ years ### "Quick and easy to learn" July 27, 2020 4.0 Very good. We have been using this software since it was first introduced and have worked with \[SENSITIVE CONTENT HIDDEN\] and the YTB team to tweak and change things to suit our requirements. Pros It is very user friendly, easy to use and all information is linked. I am still learning about new features as improvements are regularly implemented. If there is a problem or I am unsure of something the YTB respond very quickly. Cons Some of the filters don't always work and the emails sent to clients can end up in their junk file. Reason for choosing YourTradebase There is a free trial in which I was able to pick up the basics before purchasing. Very reasonably priced. Review Source MS Michael S. Electrician Construction Used the software for: 2+ years ### "Easy to use and very reliable " July 24, 2020 5.0 The overall experience has been fantastic, and whenever there has been a slight issue or if we needed any assistance, the support is always very fast and very helpful Pros Simple and easy to use. Great value for money compared to other products Cons There's no job profitability function although we get round this by creating a work detail and using that to log the materials used and time spent on the job Reason for choosing YourTradebase We chose Tradebase because at the time it's what we found that could do the job at the best value Review Source RC Richard C. Sole Trader Construction Used the software for: 2+ years ### "Tradebase review" July 25, 2020 4.0 Certainly trade base has been an asset to me as a sole trader, excellent customer service always open to suggestions and comments to improve user experience Pros The software is very intuitive, keeps a record of all my jobs invoices and quotes. Can schedule appointments work dates which can be linked into my iCal. Gives a good overall picture of invoices to send payments due. Would certainly be lost without it. Cons Can't really think of anything that is particularly missing all that can be improved in my case. Review Source HA Holly A. VP Opoerations Real Estate Used the software for: 2+ years ### "Great Value and Service" July 24, 2020 5.0 Great! Very responsive- We are in California, USA - and I have no issue waiting til the UK operating hours for a response. Pros 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. Cons None - We have been very happy with the software. Review Source JW James W. Owner Construction Used the software for: 2+ years ### "User" July 24, 2020 5.0 Overall positive Pros 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 Cons Nothing not to like. If I have a glitch I e mail the administrator and they always respond within the hour Review Source MD Mustafa D. Director Construction Used the software for: 6-12 months ### "Look no further, Amazing!!" June 26, 2020 5.0 10/10, we have been through many software's, nothing has come close to YTB! Pros Very easy to use and has great features that have helped us save a lot of time and focus more on the business its self. Cons Lovely software, I guess it would help if we can create payment plans which we can send to client, not a big issue at all. Switched from [Eworks Manager](https://www.capterra.com/p/135340/E-Works-Manager/) too expensive. Review Source eS ed S. director Construction Used the software for: 2+ years ### "database" August 1, 2020 5.0 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 Review Source YW Yuan W. Electrician Electrical/Electronic Manufacturing Used the software for: 6-12 months ### "Great Jobbing software" July 26, 2020 5.0 Pros This is by far the easiest and most used friendly software for trades people who is constantly on the move and don't have much time to do paperwork. Easy setup makes quoting, invoicing and job management a breeze. Cons There is no Android app. Hopefully the team will release this soon. Review Source DK David K. Director Building Materials Used the software for: 2+ years ### "Very helpful software" August 16, 2020 5.0 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. Review Source CI Cristin I. Company director Construction Used the software for: 2+ years ### "Top Product " August 11, 2020 5.0 Pros Simple , eficient and reliable/ easy to use and access! Cons Nothing to mention , product was easy to assimilate! Review Source GE Garry E. sales manager Construction Used the software for: Less than 6 months ### "easy to set up and use" July 30, 2020 4.0 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 Review Source ST Sharron T. Construction Used the software for: ### "Excellent App!!!" January 21, 2015 5.0 As a company, we use YourTradeBase on a daily basis from entering customer details, proving quotes, sending invoices and uploading work documents. It's everything we need in one app. It has helped us immensely with our time management. It is so easy to use! I would recommend it to anyone who wants to spend less time on their paperwork. Pros Easy to use! Daily reminders sent to email Quick invoicing/quote procedure Cons Don't think there are any Review Source BN Ben N. Construction Used the software for: ### "All In One" January 20, 2015 5.0 This application is a dream for construction companies wanting all forms of lead conversion to final billing all in one place. Also it is accessible from my iPhone anywhere I go so I can email a receipt to customers while doing a walkthrough or meeting. Thanks for the help! Review Source RS Richard S. owner Construction Used the software for: 2+ years ### "Make life easy with YourTradebase" August 26, 2020 5.0 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 Reason for choosing YourTradebase 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. Review Source DS David S. Electrician Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Makes the back-office tasks so much easier." July 25, 2020 5.0 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. Pros 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! Cons 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! Reason for choosing YourTradebase 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. Review Source JO Jamie O. Director Construction Used the software for: 2+ years ### "Yourtradebase #TimeSaver" July 26, 2020 5.0 \[SENSITIVE CONTENT HIDDEN\] 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. Pros 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. Cons 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. Review Source SC Stuart C. Director Construction Used the software for: 2+ years ### "Streamline your business" July 26, 2020 5.0 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. Pros 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 Cons The field staff can see all prices and margins which sometimes is helpful but it sometimes does feelmlike they can see too much information Reason for choosing YourTradebase After a trial of this and others this fitted our company best at the right price Review Source Response from Forty Two July 27, 2020 Thanks for the kind words Stuart. There's a couple of ways you can stop your field team from seeing prices: 1. If you add them as 'field team members' to YourTradebase, they won't be able to see pricing for jobs you assign to them. Field teams are free in YourTradebase. 2. If you print or send job sheets, select 'Customise' and turn off the option to 'Show prices'. Reach out to support if you'd like any more help getting this setup Best wishes The YourTradebase team rH ray H. heating engineer Utilities Used the software for: 2+ years ### "job done!" August 1, 2020 4.0 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, Reason for choosing YourTradebase bit of a hunch but very happy i took the step, Review Source MA Mark A. Kitchen fitter Construction Used the software for: 2+ years ### "Awesome for complicated job quotes" July 30, 2020 5.0 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. Alternatives considered [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Reason for choosing YourTradebase Just wasn't customisable enough Switched from [Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/) Far too complicated for the time i have and the needs of day to day business Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.