<?xml version="1.0" encoding="utf-8"?>
<rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:media="http://search.yahoo.com/mrss/">
  <channel>
    <title>TradeYoke — Doerte</title>
    <link>https://tradeyoke.net/blog/author/doerte</link>
    <description>Doerte is part of the TradeYoke team and writes about the everyday side of running rounds, jobs and customers.</description>
    <language>en-gb</language>
    <atom:link href="https://tradeyoke.net/blog/author/doerte/feed.xml" rel="self" type="application/rss+xml" />
    <item>
      <title>Running a window cleaning round from an iPad (or any tablet)</title>
      <link>https://tradeyoke.net/blog/running-a-window-cleaning-round-from-an-ipad</link>
      <guid>https://tradeyoke.net/blog/running-a-window-cleaning-round-from-an-ipad</guid>
      <pubDate>Sun, 11 Oct 2026 12:17:22 GMT</pubDate>
      <description>A tablet is a better planning screen than a phone and a lighter office than a laptop. Here is how window cleaners use an iPad on the round, what to look for, and how TradeYoke fits an iPad or Android tablet in portrait, landscape and Split View.</description>
      <content:encoded><![CDATA[A phone is fine for the next address. It is not much good for deciding which of twenty-two jobs belong in today's run, for checking a week of weather against the diary, or for sending a batch of invoices without squinting. That is the job a tablet does well: big enough to plan on, small enough to keep in the van door. This guide covers what a tablet is actually good for on a window cleaning round, what to check before you rely on one, and how TradeYoke behaves on an iPad or Android tablet.

### Key takeaways

- ✓ Use the tablet for planning and paperwork, the phone for the pavement — A tablet shines when you are deciding and ordering the day, checking the diary and sending invoices; a phone is quicker between houses.
- ✓ TradeYoke fits tablets properly — On an iPad or an Android tablet it works in the browser with nothing to install, in portrait, landscape and Split View.
- ✓ The layout changes with how you hold it — A landscape iPad gets a docked menu down the left; held upright, an 11-inch iPad or Android tablet gets a footer bar and a slide-out menu.
- ✓ Buttons are sized for fingers — Tap targets are at least 44 pixels, and Plan my day's seven day buttons take a row of their own.
- ✓ It works with no signal too — Open it once with signal and it keeps working with no signal too. The Android, iPhone and Windows apps, which also send your changes in the background, are in pilot and not yet in the app stores.
- ✓ Try it on your own round — Thirty days of Essentials free, no card.

### Quick answer

Quick answer: yes, you can run a window cleaning round from an iPad. Sign in to TradeYoke in Safari on the iPad (or Chrome on an Android tablet), open Plan my day to decide and order the run, work through the jobs from the Schedule, and send invoices when you finish. There is nothing to install, and you can add it to your home screen so it opens full-screen like an app. Open it once with a mobile signal or Wi-Fi and it keeps working with no signal after that.

### What a tablet is actually good for on a round

Most window cleaners already carry a phone, so a tablet only earns its place if it does something the phone cannot. In practice it does three things well:


Planning the morning. Deciding which jobs are in, which move to tomorrow and which are rained off is a "see everything at once" job. On a phone you scroll; on a tablet you see the jobs to decide and the run for the day side by side.
The week ahead. A seven-day strip with the forecast on it is easy to read on a tablet and cramped on a phone, which is exactly when you decide to pull Thursday's round forward.
Paperwork and chasing. Checking who has not paid, adding a new customer from a quote request, or sending the week's invoices is faster on a bigger screen, with proper-sized buttons.

The tablet does not replace the phone on the pavement. A common set-up is the tablet on the van dashboard or at the kitchen table for planning and invoices, and the phone in your pocket for the next address and a quick tick when a house is done.

### What to check before you rely on a tablet

A tablet is only useful if it is there and charged when you need it. A few practical things from the working day:


Screen brightness and glare. Daylight on a windscreen is harsh. Turn the brightness up and check you can read it in the van before you depend on it.
A signal. Wi-Fi-only tablets are no use at the kerb. A tablet with a mobile data plan, or one you can tether to your phone, means it works wherever you park.
A mount or a case with a stand. A tablet that slides off the passenger seat is a tablet with a cracked screen. A cheap mount or a folio case pays for itself.
Battery. Keep a cable in the van. A tablet at 5% at nine in the morning helps nobody.
Keep it out of the wet. Wet hands and a touch screen do not mix. Planning in the van and invoicing at the end of the day keeps the tablet dry and the phone doing the damp work.

### How does TradeYoke work on an iPad or Android tablet?

Quick answer: TradeYoke works in the browser on an iPad or Android tablet, and the layout adapts to the screen and how you hold it. We built and tested it at iPad and Android tablet sizes in portrait, landscape and Split View. The jobs, customers and invoices are the same ones you see on a computer or a phone.


Landscape iPad, or a 13-inch iPad held upright: the menu is docked down the left-hand side, with the footer bar for the main screens along the bottom.
An 11-inch iPad or Android tablet held upright, or a wide Split View: a footer bar along the bottom, with a menu that slides out from the More button or the menu button at the top left.
Slide Over or a narrow Split View: the phone layout, so nothing is squeezed.
Buttons you can hit. Tap targets are at least 44 pixels, which is Apple's own minimum, there is no delay on a tap, and on Plan my day the seven day buttons take a row of their own instead of shrinking to slivers.

On a computer, nothing looks different.

[Image: Plan my day on a landscape iPad: jobs to decide on the left, the run for today in order on the right]

### A round on the iPad, start to finish

At the van, first thing. Open Plan my day. TradeYoke lists what is due, you put each job in today, move it to another day or skip it, and the run is put in order from where you start, with the distance between stops. Drag a stop if you know better.
Checking the week. Flip to the Schedule, which has Day, Week, Month and List views. Rain on Thursday? Move the whole round to another day in one go.
Between jobs. Take the phone to the door; mark each house done or skipped on whichever device is in your hand. It is the same data on both.
Evening, at the kitchen table. Use the bigger screen to look through customers, add the new quotes you were given on the doorstep and send the invoices with a pay link. Our guide to planning a window cleaning round covers the planning side in more depth.

[Image: The Schedule on an iPad held upright: today's jobs with a footer bar and a menu that slides out]

### Does it work without a signal?

Quick answer: yes, once you have opened it with a connection. The web app on a tablet keeps working with no signal after one visit, the same as on a phone. The Android, iPhone and Windows apps, which also send your changes in the background, are in pilot and are not yet in the app stores.

If your streets have good coverage, the browser means no installs and no updates. If you work in basements and country lanes, read our guide to why working without a signal matters, and email hello@tradeyoke.net to ask about early access to the apps.

[Image: Customers on a landscape iPad: every address, with a one-tap Job, message and email button on each]

### A quick tablet test before you commit

### Try this on your own round

- ✓ Plan a whole morning on the tablet — Decide, order and start the run from the van. Note anything you reach for the laptop to do.
- ✓ Turn it both ways — Check portrait and landscape. The menu and buttons should rearrange, not shrink.
- ✓ Try Split View — Put TradeYoke beside your maps or messages and make sure it still reads properly.
- ✓ Check the signal where you park — Open a customer on the tablet in the places you really work.
- ✓ Send an invoice from it — Make sure the money path works without leaving the app. Check the plans and prices on the pricing page after the trial.

### Questions people ask

**Is there a TradeYoke app for iPad?**

TradeYoke works in the browser on an iPad today, and you can add it to your home screen so it opens full-screen. Android, iPhone and Windows apps are in pilot and are not yet in the app stores; email hello@tradeyoke.net for early access.

**Does TradeYoke work on an Android tablet?**

Yes. It works in the browser on an Android tablet in portrait and landscape, with the same layout rules as an iPad: a docked menu on a wide screen, a footer bar and slide-out menu when it is narrower.

**Can I use TradeYoke in Split View on an iPad?**

Yes. In a wide Split View you get the footer bar and a slide-out menu, and in Slide Over or a narrow Split View you get the phone layout, so nothing is squeezed.

**Does TradeYoke work on an iPad without a signal?**

Yes, after one visit. Open the web app once with signal and it keeps working with no signal; in Chrome or Edge it even sends your changes after you close the tab, and in Safari or Firefox they send the next time you open a tab. A few pages need a connection and say so. The Android, iPhone and Windows apps in pilot also send your changes in the background.

**What does it cost to try?**

Thirty days of Essentials free, no card. See the pricing page for the plans after that; the round and the diary are on the free plan.

Related: Running the round · Plan my day & routing · Scheduling & rounds · Offline-first mobile app · Window cleaning software · Pricing

### Try your next round on an iPad

Thirty days of Essentials free, no card. Plan a real morning on a tablet and see how it feels.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>Doerte</dc:creator>
      <category>Window cleaning</category>
      <category>Mobile</category>
      <category>Guides</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-running-a-window-cleaning-round-from-an-ipad-jpg/cover-running-a-window-cleaning-round-from-an-ipad.jpg?v=2khsww5i" type="image/jpeg" length="131114" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-running-a-window-cleaning-round-from-an-ipad-jpg/cover-running-a-window-cleaning-round-from-an-ipad.jpg?v=2khsww5i" medium="image" />
    </item>
    <item>
      <title>Message customers about a visit without retyping it every time</title>
      <link>https://tradeyoke.net/blog/message-customers-about-a-visit-templates-that-fill-themselves</link>
      <guid>https://tradeyoke.net/blog/message-customers-about-a-visit-templates-that-fill-themselves</guid>
      <pubDate>Wed, 30 Sep 2026 00:44:40 GMT</pubDate>
      <description>Retyping the day, the time and the job reference into every text is slow, and it is how the wrong date gets sent. Here is what a good visit message says, how to stop rewriting it, and how TradeYoke's Message button fills the details in for you.</description>
      <content:encoded><![CDATA[Most trade businesses send the same handful of messages all week: "you're booked in", "we're with you tomorrow", "on my way", "all done". The words barely change. The details do, and retyping the day, the time and the job number into each one is where the mistakes and the wasted minutes live. Here is how to stop doing it by hand.

### Key takeaways

- ✓ Write each routine message once, then reuse it — Booking confirmation, visit reminder, on my way and work finished cover most of what you send.
- ✓ Put the details in the message, not in a follow-up — The day, the time (if you have one), the address or reference, and the one thing the customer needs to do.
- ✓ Never send a sentence with a hole in it — A text that says “booked in for . Reference .” is worse than no text at all.
- ✓ TradeYoke's Message button does the filling in — Open it from a job and the visit's day, time and job reference are already in the template.
- ✓ Sending texts and emails from TradeYoke is part of Essentials — From £9.99 a month; see the pricing page for what each plan includes.

### Quick answer

Quick answer: the way to stop retyping visit details is to keep a small set of templates and let the software fill in the customer, day, time and reference from the job itself. In TradeYoke, press Message on a job, pick Booking confirmation or Visit reminder, and the message opens with the right customer already chosen and the visit's details already written in. You check the preview, then send it as a text, an email or both.

### Why retyping visit details costs more than the minutes

Typing "Hi Mrs Marsh, we're with you Tuesday, reference 4471" takes half a minute. Do it for a dozen customers before a busy week and it is a lunch break. The bigger cost is accuracy. Copying a date from the diary into a text is exactly where a Tuesday becomes a Thursday, or a job number gets a digit wrong, and then the customer is at the gate on the wrong day or ringing to ask which job you mean.

The other failure is the opposite one: a template that has a gap where a detail should be. If a message is built from a template and the date was never filled in, you get a sentence that reads like "you're booked in for . Reference ." Customers notice, and it makes a small business look careless.

### What a good visit message says, whatever you use

Quick answer: a good visit message names who you are, says when you are coming, gives the customer something to identify the job by, and tells them the one thing they need to do, if anything. It is short enough to read in a doorway.

### A visit message that works

- ✓ Say who you are first — “Hi Helen, Harbourside Window Cleaning here” beats an unknown number. Customers ignore texts they do not recognise.
- ✓ Give the day, and the time only if it is a real time — “Tuesday 29 September” is honest for a round. Do not invent a time you will not keep.
- ✓ Include a reference — A short job reference lets a customer reply “about WC-FF7B” and lets you find the job in seconds.
- ✓ Say the one thing you need — Gates unlocked, side access, someone in, water on. One request, not five.
- ✓ Make it easy to change — “Reply if you need to change it” gives a customer who cannot do Tuesday a way to say so before you turn up.

The timing matters as much as the wording. A confirmation goes out when the work is booked and a reminder goes the day before; the reasoning for that second one is in the text that stops locked gates, and the case for sending it at all is in how reminder texts cut no-shows.

### How TradeYoke fills the details in

Quick answer: every job in TradeYoke has a Message button. It opens the message wizard already pointed at that customer and that visit, so the template says the right day, the time when one was booked, and the job reference, and the message is filed against the job afterwards.

The button sits on the job record next to On my way and Directions, and it is there wherever the job opens: the jobs list, the schedule board, the planner or the customer's own record. It works the same way for every trade.

[Image: A TradeYoke job with its Message button beside On my way and Directions]

Press it and the first step, Who is this for?, already has the customer's name, email address and mobile number. Choose the message step, pick a template from the list and the wording appears with the details written in. You get a live preview of the email and of the text as the customer will see them, and you can change any word before sending.

[Image: The message wizard with Booking confirmation chosen: the day and job reference are filled in, as an email and as a text]

You can also start from the customer instead of the job, using the text button on their line in the customer list. In that case TradeYoke uses the customer's next booked visit to fill in the day and reference. If they have nothing booked, it leaves out the sentences that needed a visit rather than sending a gap, so the message stays clean.

### Three steps, about half a minute

Open the job and press Message. The customer is already chosen; check their number or email and carry on.
Pick the template. Booking confirmation or Visit reminder to start with; the day, time and reference fill themselves in.
Check the preview and send. Send it now, or schedule it for later. It is recorded on the customer's history, and any reply lands back on the same record.

### Making the templates sound like you

The wording is not fixed. The ten messages a trade business sends most (booking confirmation, visit reminder, on our way, work finished, quote sent, quote follow-up, invoice sent, invoice overdue, payment received and review request) are ready-made and can be reworded in Settings, then Message templates. Placeholders such as the customer's name, the visit's day and the job reference are dropped in from a menu, and a live preview shows how it will read. Anything you have not changed keeps TradeYoke's own wording. Every template also ships in English, Welsh, Spanish, German, Portuguese and French, as covered in invoices and texts in Welsh.

### What it does not do

The Message button writes and sends one message to one customer about one job. It is not a bulk text to a whole round, and it does not guess a time you never booked: with no time on the job, the time simply is not mentioned. Sending texts and emails is part of the Essentials plan and above, from £9.99 a month. The free trial is 30 days of Essentials with no card, and emailing and texting unlock when you choose a plan; the pricing page has the detail.

### Questions people ask

**How do I stop retyping the same text to customers?**

Keep a small set of templates for the messages you send every week and let your software fill in the customer's name, the day and the job reference. In TradeYoke that is the Message button on a job: pick Booking confirmation or Visit reminder and the details are already written in.

**Will the date and job reference be filled in automatically?**

Yes. From a job, the template says that visit's day, its time when one was booked, and the job reference. From the customer's record it uses their next booked visit. If nothing is booked, the sentence that needed a date is left out rather than sent with a blank.

**Can I change the wording of the templates?**

Yes. Reword any of them in Settings, Message templates, with a live preview. Anything you leave alone keeps TradeYoke's default wording, and you can restore the original at any time.

**Does the Message button send a text or an email?**

Either, or both. The wizard offers text and email using the customer's mobile number and email address, shows a preview of each, and lets you send now or schedule it.

**Which TradeYoke plan lets me text and email customers?**

Emailing and texting customers is part of Essentials (£9.99 a month) and above. The free trial is 30 days of Essentials with no card, and sending unlocks when you choose a plan. See the pricing page for the comparison.

Related: Email & SMS messaging · Jobs & the job wizard · Customers & CRM · Winning & keeping customers · The "we're coming tomorrow" text · Stop no-shows with reminder texts

### Send your first booking confirmation in seconds

Start with 30 days of Essentials free, no card required. Add a customer and a job, press Message, and see the details fill themselves in.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>Doerte</dc:creator>
      <category>Messaging</category>
      <category>Guides</category>
      <category>Product</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-message-customers-about-a-visit-templates-that-fill-themselves-jpg/cover-message-customers-about-a-visit-templates-that-fill-themselves.jpg?v=25ymd3w8" type="image/jpeg" length="169495" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-message-customers-about-a-visit-templates-that-fill-themselves-jpg/cover-message-customers-about-a-visit-templates-that-fill-themselves.jpg?v=25ymd3w8" medium="image" />
    </item>
    <item>
      <title>Quoting faster on site: how to send a quote before you've left the driveway</title>
      <link>https://tradeyoke.net/blog/quoting-faster-on-site</link>
      <guid>https://tradeyoke.net/blog/quoting-faster-on-site</guid>
      <pubDate>Sat, 26 Sep 2026 09:26:49 GMT</pubDate>
      <description>"I'll email you a quote" is one of the easiest ways to lose a job to whoever answers second. Here's what actually makes on-site quoting fast, what dedicated quoting apps get right, and how TradeYoke's quote wizard gets to a sent, acceptable quote before you've left the driveway.</description>
      <content:encoded><![CDATA[### Quick answer

[Image: The quote goes to the customer before you're back in the van.]

Quick answer: the fastest way to quote on site is to have your prices already loaded so you're picking lines, not composing a document, and to give the customer one clear way to say yes there and then — a link they can accept from their phone — rather than a promise to "email it over". A quote sent while you're still standing in front of the job, that the customer can accept in a tap, beats a perfect quote that arrives the next evening.

### What a slow quote actually costs you

"I'll email you a quote" feels harmless in the moment, but it hands the customer time to get a second opinion, forget why they wanted the work done, or simply lose the email. Every hour between the visit and the quote landing in front of them is an hour a competitor's quote — or their own second thoughts — can get there first. For a trade that quotes on the doorstep or after a site visit, the gap between "looked at the job" and "sent a proper price" is one of the few parts of winning work that's entirely within your control, and it's usually the one that gets rushed or postponed until the evening.

### What actually makes on-site quoting fast, whatever you use

Quick answer: know your prices before you're on site, capture the job with a photo or a measurement rather than a paragraph of notes, and give the customer exactly one thing to do to say yes.

### What makes a quote fast to send and easy to accept

- ✓ Price from a catalogue, not from memory — Working out a price from scratch on every job burns the minutes you'd rather spend quoting the next one — a standing price list you can pick lines from is faster and more consistent.
- ✓ Capture the job, don't describe it — A photo of the guttering or a measurement of the lawn beats a written description every time you come to price it later, and takes less time on site than writing notes.
- ✓ Give one clear way to say yes — A link the customer can accept from their phone, there and then, converts more often than a promise that a document will arrive by email.
- ✓ Let them choose without a phone call — Optional extras they can tick or untick themselves, and a note about when suits them, save the back-and-forth call that a plain PDF forces.
- ✓ Follow up on your terms, not from memory — A quote that expires and a system that reminds you to chase it beats hoping you remember which of last week's quotes are still waiting for an answer.

### What the market offers today

Quick answer: dedicated UK quoting apps for tradesmen genuinely solve the on-site speed problem — quoting from the phone, working offline, converting straight to an invoice — but they're mostly quote-and-invoice tools that sit apart from the rest of a job's diary, customer record and payments.

ProQuoter, built by a working tradesman, pitches itself directly at this problem: "quote on site, book the work, invoice from the job", working offline with measurements and quotes syncing once you're back in signal, from £25 a month (as of September 2026). Sleepless Tradesman takes a different angle with an AI-driven remote quoting tool that sends the homeowner a short questionnaire and helps generate a price before you've even visited, aimed at cutting the number of site visits needed at all (also as of September 2026, free to download with paid add-ons). Both are genuinely useful, single-purpose tools — what they don't do is carry the quote into a shared customer record, a schedule, and an invoice on the same ledger, which is where the accepted quote has to go next regardless of what raised it.

[Image: TradeYoke's quote wizard, pulling lines from the trade catalogue]

### How TradeYoke's quote wizard gets you to a sent quote before you leave

TradeYoke's quote wizard pulls lines from your trade's own catalogue and your tenant's price book, so quoting is picking and adjusting lines rather than composing a document from nothing — the totals and VAT work themselves out as you go. Gardening and similar trades can measure the lawn, the beds or a hedge straight from the map by drawing round the shape, which turns into a figure in square or linear metres a per-m² catalogue line can price directly; a figure off a tape measure works just as well where that's quicker. Issue it, and the branded PDF already knows whether it's a draft or has been sent — nothing to remember to update by hand.

### What happens after they say yes

The customer gets a secure link, not an attachment to lose: on that page they can accept, decline, untick any optional lines they don't want, say when suits them, and message the office back — all without creating a login. An accepted quote becomes a job with the lines already on it, so nothing gets re-typed between quoting and doing the work, and later the invoice is raised from that same job. The quotes board shows every quote where it actually stands — waiting on the customer, accepted, ready to book, booked — so nothing waiting for an answer quietly falls off the bottom of an inbox.

**Can a customer accept a quote from their phone?**

Yes. The quote page is a plain web page that works on any phone, with no app to install and no login needed.

**Do I need a site visit to quote with TradeYoke?**

No — the wizard works from a phone on site or from the office afterwards. Gardening jobs can also measure a lawn or bed straight from the map if that's quicker than a tape measure.

**Does an accepted quote turn into an invoice automatically?**

It becomes a job first, so the work can be scheduled and done, and the invoice is then raised from that job with the same lines already on it — nothing to re-type.

**Which plan includes quoting?**

Branded quotes and invoices are part of TradeYoke's Essentials plan and above (Free covers customers, jobs, the round and the schedule, with invoices to download or print). See /pricing for the full comparison.

Related: Quotes & estimates · Job management · Winning & keeping customers · Choosing job management software for UK trades

See also: the customer record you quote from, on your phone

See also: how quoting was built

### Send your next quote before you leave the job

30 days of Essentials free, no card required. Build your catalogue once and quote from it on every job after.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>Doerte</dc:creator>
      <category>Guides</category>
      <category>Product</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-quoting-faster-on-site-jpg/cover-quoting-faster-on-site.jpg?v=1c95njd2" type="image/jpeg" length="92522" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-quoting-faster-on-site-jpg/cover-quoting-faster-on-site.jpg?v=1c95njd2" medium="image" />
    </item>
    <item>
      <title>How to stop no-shows: appointment reminder texts that actually work for UK trades</title>
      <link>https://tradeyoke.net/blog/stop-no-shows-appointment-reminder-texts</link>
      <guid>https://tradeyoke.net/blog/stop-no-shows-appointment-reminder-texts</guid>
      <pubDate>Fri, 25 Sep 2026 03:33:16 GMT</pubDate>
      <description>A missed appointment costs a trade business the travel time, the slot another customer could have had, and the awkward call to rebook. Here's what actually cuts no-shows, and how TradeYoke automates it.</description>
      <content:encoded><![CDATA[### What a no-show actually costs

[Image: A reminder text the evening before, sent automatically.]

Quick answer: a missed appointment costs you the travel time and fuel to get there, the slot another customer could have filled, and — for a round-based job like window cleaning or gardening — the awkward job of working out when to try again.

For a plumber or electrician with a full day of one-off jobs, a no-show is a hole in the diary that's usually too late to fill. For a window cleaner or gardener running a round, it's slightly different but no less costly: you've driven there, the gate's locked or the car's blocking the drive, and now that stop either waits a whole cycle or needs a special return trip that eats the margin on every other job that day. Industry data on automated reminders consistently shows a meaningful drop in no-shows once they're in place — not because customers didn't want you to come, but because they genuinely forgot, and nothing prompted them in time to do anything about it.

### What actually reduces no-shows, TradeYoke or not

Quick answer: send a reminder close enough to the appointment that it's still front of mind, make it specific (day, rough time, what you're doing), and give the customer one easy way to tell you if it doesn't work.

### What a good reminder text does

- ✓ Times it right — Too early (a week out) and it's forgotten again; too late (an hour before) and there's no time to move anything. The day before, in the morning, is the sweet spot for most trade visits.
- ✓ Names the job and the day — "We're cleaning your windows tomorrow" beats a generic "you have an appointment" — it's specific enough to trigger the memory.
- ✓ Gives a way to reply, not just read — A text that's a dead end just gets ignored if there's a problem; one the customer can reply to catches the cancellations before you've driven there.
- ✓ Doesn't need the customer to do anything if all's well — The best reminder is silent unless there's a problem — asking for a confirmation on every single visit trains people to ignore reminders altogether.
- ✓ Comes from the same number or name each time — Consistency builds the trust that makes a customer open the text instead of assuming it's spam.

### How TradeYoke automates it

Quick answer: TradeYoke sends round reminders and "on my way" texts automatically through a background dispatcher, replies land back on the customer's own record, and every wording — including the reminder itself — is yours to reword in Message templates.

Every message TradeYoke sends — a reminder, an on-the-way text, an invoice, a receipt — goes through one message wizard, whether you send it there and then or schedule it for later. Round reminders and similar notices are generated automatically by a daily background sweep, so a reminder for tomorrow's round goes out on time even if nobody in the office is at a desk. If the customer replies, the message routes back onto their own record in TradeYoke rather than landing in a personal phone that leaves with whoever answered it.

[Image: A customer's communications history in TradeYoke, with a scheduled reminder and a reply on the same thread]

Around 55 of the emails and texts TradeYoke sends by itself — reminders included — can now be reworded and previewed by the business in Settings → Message templates, so a reminder can sound like you, not like generic software copy. Anything you haven't touched still goes out using TradeYoke's own sensible default wording, so a brand-new business is never sending a blank text.

**Do I have to write my own reminder text?**

No. TradeYoke ships with default wording for reminders and every other automatic message; reword it in Settings → Message templates whenever you like, with a live preview before you save.

**Will customers be able to reply?**

Yes — replies to a text are routed back to the customer's record in TradeYoke and shown in the same thread as everything else you've sent them.

**Can I send a reminder to everyone on tomorrow's round in one go?**

Round reminders are generated automatically by the daily sweep per customer; a one-off bulk message to a hand-picked group isn't a feature today.

**Does this cost extra per text?**

Messaging is part of TradeYoke's paid plans; texts go through TradeYoke's own messaging provider so there's no separate SMS account to set up.

**Will a reminder text ever go out with a blank where the date should be?**

No. TradeYoke's message templates only print a sentence when every piece of it is known — a reminder or confirmation opened from the job itself has the visit's day, time and reference filled in automatically, and one opened from the customer instead uses their next booked visit. If nothing is booked, the sentence that needed a date is left out rather than sent with a gap.

Related: Email & SMS messaging · Scheduling & rounds · Running the round & scheduling · 'We are coming tomorrow' texts

See also: how to message customers about a visit without retyping the details

### Let the reminders send themselves

30 days of Essentials free, no card required. Set your round up and watch tomorrow's reminders go out on their own.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>Doerte</dc:creator>
      <category>Messaging</category>
      <category>Guides</category>
      <category>Product</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-stop-no-shows-appointment-reminder-texts-jpg/cover-stop-no-shows-appointment-reminder-texts.jpg?v=1ioxlwfr" type="image/jpeg" length="87462" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-stop-no-shows-appointment-reminder-texts-jpg/cover-stop-no-shows-appointment-reminder-texts.jpg?v=1ioxlwfr" medium="image" />
    </item>
    <item>
      <title>Does your round need a website? How online booking pays for itself</title>
      <link>https://tradeyoke.net/blog/website-for-a-window-cleaning-or-gardening-business</link>
      <guid>https://tradeyoke.net/blog/website-for-a-window-cleaning-or-gardening-business</guid>
      <pubDate>Thu, 24 Sep 2026 02:33:16 GMT</pubDate>
      <description>Most window cleaning and gardening businesses grow by word of mouth and a van sign — until the phone stops being the fastest way for a new customer to book. Here's when a website earns its keep, and what to put on it.</description>
      <content:encoded><![CDATA[### Do you actually need a website?

[Image: The website that brings in the booking while you're still on the last job.]

Quick answer: if new customers already find you by word of mouth or a van sign and you're at capacity, probably not yet. If you want to grow beyond the streets you already cover, or you're losing evening and weekend enquiries because nobody's there to answer the phone, yes — a simple site with online booking earns its keep within a month or two for most window cleaning and gardening rounds.

A round built entirely on word of mouth has a ceiling: it only grows as fast as your existing customers talk about you, in the streets you already work. A website changes that in one specific way — it lets someone who has never heard of you, searching "window cleaner near me" or "gardener [town]" at 9pm on a Sunday, book you before Monday morning, without waiting for you to pick up. That's the whole case for one. It isn't about looking bigger than you are; it's about being bookable outside the hours you can answer a phone.

### What actually works on a trade website (with or without TradeYoke)

Quick answer: a short services list with prices or a starting price, real photos of your own work, genuine reviews, and — the part most sites miss — a way to book or ask for a quote that doesn't require an email back and forth.

### What to put on a window cleaning or gardening website

- ✓ Your services, in plain terms — "Regular window cleaning, gutter clearing, conservatory roofs" beats a paragraph of marketing copy. Say what you do and roughly what it costs.
- ✓ Real photos, not stock — Before-and-afters from your own jobs do more than any description — customers are hiring you, not "a window cleaner".
- ✓ Genuine reviews — A handful of real Google or Facebook reviews, quoted with the customer's first name, beats a star rating with no names attached.
- ✓ A booking form, not just a phone number — The customer who found you at 9pm on a Sunday wants to book then, not remember to call Monday.
- ✓ Your coverage area — Postcodes or towns you cover, so you stop getting enquiries from half an hour away.

### What the market offers, and where it falls short for a round

Quick answer: most job-management software for UK trades — Jobber, Tradify, ServiceM8 among them — offers some form of online booking or a bolt-on website package, but it's typically a separate product or add-on that has to be kept in step with your actual diary by hand.

Looking at what UK trade software already offers: ServiceM8 sells online booking forms for your existing website or social pages, and a simple separate website package if you don't have one at all. Tradify and Jobber both focus their window cleaning pitch on the job side — quoting, scheduling, invoicing — with booking tools that sit alongside, not inside, the diary itself. The pattern across all of them is the same: the website and the job diary are two systems that happen to be sold by the same company, which means a booking made on the site still has to be copied into the schedule somewhere.

[Image: Editing a business website in TradeYoke with a live phone preview]

### How TradeYoke's website is different: one account, not two

Quick answer: TradeYoke's website is built into the same account as your jobs, customers and invoices, so a booking or quote request lands directly on the Leads board — nothing to copy in by hand, nothing to keep in sync.

TradeYoke's business website (part of the Ultimate plan) is edited in the same app you already run jobs from, with a live phone and desktop preview as you change it — no developer, no separate hosting bill, no second login to remember. A customer who books online or fills in a request-a-quote form doesn't send an email that might sit in an inbox; the enquiry arrives as a lead, with the service, day and slot they chose, ready to turn into a quote or a job in the same click you'd use for a phone booking.

**Which plan includes the website?**

Ultimate — TradeYoke's top plan, which also includes the customer portal and live monitoring. You can build the site during a free trial; publishing it needs Ultimate.

**Do I need any web design experience?**

No. The editor works from a live phone and desktop preview, so you can see exactly what a visitor sees as you change it, and publish when you're happy.

**What happens to a booking made on the site?**

It lands as a lead in TradeYoke with the service, day and slot the customer chose, ready to quote or book straight onto the job — the same Leads board a phone enquiry would land on.

**Can I show reviews and before-and-after photos?**

Yes — the site has a place for reviews, news posts and photo galleries, so recent work and genuine feedback are the first thing a new visitor sees.

Related: Business website & online booking · Customers & CRM · Winning & keeping customers · Before-and-after photos that sell the next visit

See also: getting more local jobs beyond just having a website

See also: canvassing doors to win window cleaning customers

### Build your site during your free trial

30 days of Essentials free, no card required — build your website now and publish when you're ready for Ultimate.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>Doerte</dc:creator>
      <category>Guides</category>
      <category>Window cleaning</category>
      <category>Gardening</category>
      <category>Product</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-website-for-a-window-cleaning-or-gardening-business-jpg/cover-website-for-a-window-cleaning-or-gardening-business.jpg?v=24qhgoyz" type="image/jpeg" length="163942" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-website-for-a-window-cleaning-or-gardening-business-jpg/cover-website-for-a-window-cleaning-or-gardening-business.jpg?v=24qhgoyz" medium="image" />
    </item>
    <item>
      <title>How to plan a window cleaning round that doesn't waste a morning</title>
      <link>https://tradeyoke.net/blog/how-to-plan-a-window-cleaning-round</link>
      <guid>https://tradeyoke.net/blog/how-to-plan-a-window-cleaning-round</guid>
      <pubDate>Sun, 20 Sep 2026 23:33:16 GMT</pubDate>
      <description>A round that looks full on paper can still waste an hour of driving if it isn't planned properly. Here's what actually makes a window cleaning round efficient, what dedicated round-planning tools get right, and how TradeYoke's Plan my day automates the decide-order-go routine every morning.</description>
      <content:encoded><![CDATA[### Quick answer

[Image: A round planned by postcode, not by the order jobs were booked.]

Quick answer: a well-planned window cleaning round groups customers by area and frequency, is worked in a sensible geographic order rather than the order jobs were booked, keeps access notes with the stop so nobody's guessing at a gate code, and has a clear rule for what happens on a rain day. Software helps most by automating the order and the rain-day reshuffle, not by replacing the judgement of who's due and who can wait.

### What actually makes a round efficient

Every window cleaner learns the same lesson eventually: a round that's full on the diary can still be a bad day if it's badly ordered. Driving back across town for one stop you missed, or working a street out of sequence because it was booked last, costs more time than the clean itself. Planning a round well is really three separate decisions done in order — deciding what's actually due today, putting it in a sensible sequence, and getting that sequence to whoever's driving — and most of the time wasted on a round comes from skipping straight to the third step without doing the first two properly.

### What makes a round genuinely plannable

- ✓ Group by area first, frequency second — A round organised by postcode or estate keeps the driving down; layering a 4-week/8-week frequency on top of that geography, rather than instead of it, is what keeps the round efficient month to month.
- ✓ Order nearest-first from where you actually start — The order jobs were booked in is rarely the order that minimises driving. Starting from your actual location and working outward saves more time than any other single change.
- ✓ Keep access notes on the stop, not in your head — Gate codes, dogs, "use the side entrance" — the day you forget is the day you waste ten minutes at one house while three more are waiting.
- ✓ Decide the rain-day rule in advance, not on the day — Whether a wet day means the whole round shifts one day, or you pick off what's still doable, is a decision that's easier made calmly in advance than while standing in the rain.
- ✓ Review the round every few months — New customers, cancellations and address changes drift a round out of its best order over time; a periodic re-sort keeps it efficient rather than just "working".

### What dedicated round-planning tools offer

Quick answer: purpose-built window cleaning round-planning tools do genuinely good automated route sequencing and one-tap rain-day rescheduling, but they're generally single-purpose — a round-and-route tool sitting apart from quoting, invoicing and the wider customer record, rather than one account doing all of it.

Round Monster, a UK tool built specifically for window cleaning rounds, auto-sequences routes by distance with depot-aware ordering for firms running more than one vehicle, and offers a genuinely useful one-tap "rain-day reschedule" across a two-week planner. That's real, useful engineering aimed squarely at the round-ordering problem. What it and similar round-focused tools tend not to be is a full job-management system — invoicing, quoting and the customer record typically live in a separate product or a more limited version of one. At the other end, general job-management platforms like Tradify cover invoicing and quoting well but are comparatively thin on round-specific route planning — Tradify's own materials focus the round/route side on live job and staff location rather than an automated nearest-first sequence. Most window cleaners end up choosing which gap they'd rather live with.

[Image: Window cleaning jobs filtered to one trade, with each house's round, date and distance.]

### How TradeYoke's Plan my day handles it

Quick answer: Plan my day does the three-step routine automatically every morning — it lines up what's due from the round, asks a single yes/later/not-now decision for each, orders the accepted run nearest-first from your start point, and sends the ordered runsheet with access notes to the phone, with a one-tap rain-day move for the whole round.

A window cleaning round in TradeYoke is a genuine recurring pattern on the customer record — every four, six or eight weeks, or whatever rhythm you set per property — so the diary fills itself rather than needing each visit booked by hand. Plan my day then does the ordering: it lines up what's overdue, what's due this week and anything with no day yet, asks one question at a time (today, another day, or not now), and orders whatever you've accepted nearest-first from wherever you're starting, with the leg distances and the day's total shown alongside. The confirmed run goes to the phone with the price, notes, access details and hazards on every stop, and a skip bin holds anything you deferred so it comes back tomorrow rather than getting forgotten. On a wet morning, moving the whole day's round to another day is one action, and the recurring rhythm carries on from there without anyone having to re-plan the following weeks by hand.

**Does Plan my day optimise routes across multiple vans?**

No — it orders one person's day nearest-first from their own start point, which suits a one- or two-van round. It doesn't solve multi-vehicle capacity or depot-based routing the way a dedicated multi-crew routing tool does.

**Can I still drag stops into a different order?**

Yes. The nearest-first order is a sensible starting point, not a fixed rule — drag any stop and the new order is remembered.

**What happens to access notes and gate codes?**

They live on the job and the customer record and show on the phone for every stop, so nobody's relying on memory or a paper round sheet.

**Is scheduling and Plan my day on the free plan?**

Yes — customers, jobs, the round and the schedule, including Plan my day, are part of TradeYoke's Free plan. See /pricing for what each plan adds.

Related: Plan my day & routing · Scheduling & rounds · Running the round & scheduling · Pricing a window cleaning round

See also: running the planned round from an iPad

See also: running the round from your phone once it is planned

See also: why window cleaning rounds drift

See also: settling missed visits before you plan the round

See also: canvassing a new round without paper lists

### Plan tomorrow's round in minutes, free

Free for the round and the diary, for as long as you like. Add your customers and let Plan my day order tomorrow's run.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>Doerte</dc:creator>
      <category>Window cleaning</category>
      <category>Guides</category>
      <category>Product</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-how-to-plan-a-window-cleaning-round-jpg/cover-how-to-plan-a-window-cleaning-round.jpg?v=yvoq406" type="image/jpeg" length="128254" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-how-to-plan-a-window-cleaning-round-jpg/cover-how-to-plan-a-window-cleaning-round.jpg?v=yvoq406" medium="image" />
    </item>
    <item>
      <title>Keeping a lone-working tradesperson safe: what actually helps</title>
      <link>https://tradeyoke.net/blog/keeping-a-lone-working-tradesperson-safe</link>
      <guid>https://tradeyoke.net/blog/keeping-a-lone-working-tradesperson-safe</guid>
      <pubDate>Sun, 20 Sep 2026 23:33:16 GMT</pubDate>
      <description>An electrician alone in a plant room, a gas engineer under a floor, a solar installer working a rural site — lone working is normal in these trades. Here's what genuinely reduces the risk, and how TradeYoke gives the office real visibility without a box wired into the van.</description>
      <content:encoded><![CDATA[### What "lone working" risk actually means for a trade business

[Image: A check-in that fires itself if a lone job overruns.]

Quick answer: lone working means nobody else is there to help if something goes wrong — a fall, an electric shock, a confined space, or simply a medical event — and for electricians, gas engineers and solar installers working plant rooms, cellars and rural sites on their own, that's not the exception, it's most of the working week.

The Health and Safety Executive is clear that working alone isn't against the law, but the employer still has to assess and control the risk it creates — the same duty as any other hazard, just with nobody standing next to the worker to notice if it goes wrong. For an electrician isolating a circuit in an empty plant room, a gas engineer working under a floor alone, or a solar installer on a rural roof with no phone signal, the risk isn't a dramatic one-off event; it's the ordinary risks of the job, made worse by the fact that help could be hours away rather than minutes.

### What actually reduces the risk, TradeYoke or not

Quick answer: a written risk assessment for the specific job, a check-in routine with a named person who notices if it's missed, and visibility of where the worker actually is — those three things are what every HSE-aligned lone-working guide comes back to.

### What genuinely helps a lone worker

- ✓ Assess the job before it starts, not after — A five-minute lone-working risk assessment for a specific site catches the things a generic policy misses — access, signal, the nearest help.
- ✓ Give someone visibility of where you are — Someone in the office (or another team member) knowing roughly where you are and when you're due back turns a silent no-show into a noticed one.
- ✓ Have a named person who'd notice — A check-in routine only works if someone is actually responsible for chasing a missed one — 'someone would probably notice' is not a plan.
- ✓ Use a certified alarm device for genuinely high-risk work — For confined spaces or high-fall-risk work, a monitored BS 8484 lone-worker device with a 24/7 response centre is a different, more serious tool than general visibility — the two aren't interchangeable.
- ✓ Keep the paperwork — A dated risk assessment and a record of who was where is what you'd want to be able to show if something did go wrong.

### What the market offers today, and where it splits in two

Quick answer: the market splits into dedicated, monitored lone-worker alarm services (SoloProtect, Peoplesafe) built for genuinely high-risk roles, and general trade job-management software (Jobber, Tradify, ServiceM8) whose GPS tracking is built for dispatch, not framed as a safety feature at all.

Dedicated lone-worker providers like SoloProtect and Peoplesafe sell a serious, purpose-built product: a monitored personal alarm, often BS 8484 certified, backed by a 24/7 response centre that can raise an actual emergency response. That's the right tool for high-risk lone work and TradeYoke doesn't claim to replace it. Separately, general trade software offers GPS tracking too — Jobber's waypoint tracking and Tradify's staff map, for instance — but it's built and marketed for dispatch and route efficiency, not as a safety measure, and it lives in a system that has nothing to do with the certificate or risk-assessment paperwork the job actually needs. Neither camp gives a small trade team the specific thing most of them actually want: the office being able to glance at a map and know where the lone worker on today's roof job is, in the same account as the job itself.

[Image: TradeYoke's live monitoring map: the team, today's jobs and vehicles together, consent-gated]

### How TradeYoke helps: visibility in the same account as the job

Quick answer: TradeYoke's live monitoring shows everyone sharing location on one map, with the phone itself as the tracker (no extra hardware), consent-gated per worker, alongside roles, permissions and an audit trail that keep the whole team accountable — it gives the office real visibility, not a monitored emergency-alarm service.

TradeYoke's Live monitoring (part of the Ultimate plan) turns the phone already in an electrician's or solar installer's pocket into the tracker — there's no separate device to buy, charge or fit to a van. Each worker consents to sharing their location and can see exactly what's shared; the office sees everyone, today's jobs, customers and vehicles together on one map, with a trail that can be replayed if you need to check where someone was. It's honest about what it is: this is visibility for the office, not a certified, monitored panic-alarm service — for genuinely high-risk lone work, that's still a job for a dedicated BS 8484 device alongside it, not instead of it. Alongside it, TradeYoke's roles and permissions give every action an audit trail, so it's always clear who's assigned to which job and who did what, which matters as much for accountability as for safety.

**Does TradeYoke replace a monitored lone-worker alarm device?**

No. Live monitoring gives the office visibility of where the team is; a certified, monitored BS 8484 device with a 24/7 response centre is a different, more serious tool for genuinely high-risk lone work, and the two work well alongside each other rather than as substitutes.

**Do I need to fit tracking hardware in the van?**

No — the phone app itself is the tracker. Dedicated vehicle-tracking devices can be added through the same seam if you already have them.

**Can a worker see they're being tracked?**

Yes. Tracking is consent-gated per worker, and each person can see exactly what's being shared.

**Which plan includes live monitoring?**

Ultimate, TradeYoke's top plan — it also includes your own website and the customer portal. See /pricing for what every plan includes.

Related: Live monitoring & tracking · Roles, permissions, audit & 2FA · Team & safety · Van tracking without the hardware

### See where the team is, without new hardware

30 days of Essentials free, no card required. Live monitoring is part of the Ultimate plan — start a trial and see the map against a real day.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>Doerte</dc:creator>
      <category>Compliance</category>
      <category>Product</category>
      <category>Guides</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-keeping-a-lone-working-tradesperson-safe-jpg/cover-keeping-a-lone-working-tradesperson-safe.jpg?v=2e5enkgl" type="image/jpeg" length="152766" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-keeping-a-lone-working-tradesperson-safe-jpg/cover-keeping-a-lone-working-tradesperson-safe.jpg?v=2e5enkgl" medium="image" />
    </item>
    <item>
      <title>March 2026: Plan my day, decide, order, go</title>
      <link>https://tradeyoke.net/blog/plan-my-day-decide-order-go</link>
      <guid>https://tradeyoke.net/blog/plan-my-day-decide-order-go</guid>
      <pubDate>Tue, 10 Mar 2026 10:29:00 GMT</pubDate>
      <description>March 2026 turned the diary into a morning routine. Plan my day shows what is overdue and what is booked, lets you decide, puts the day in order, and sends it to your phone.</description>
      <content:encoded><![CDATA[Part 33 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: February 2026: working with no signal, offline-first in practice. Next: April 2026: one core, many trades. See every part on the build timeline.

### Quick answer

Quick answer: Plan my day is TradeYoke's morning flow in three steps: decide what is in today (overdue work, this week's jobs and anything without a day), order it nearest-first with the miles between stops, then go, with the run on your phone. Timed appointments stay where they are and the weather feeds into the suggestions.

### Key takeaways

Three steps: decide, order, go.A morning briefing shows what is overdue and what is booked.The day is ordered nearest-first, with the miles shown.Timed appointments stay where they are, and the weather is taken into account.

### From a diary to a routine

The diary from 2024 shows what is booked. A morning needs more than that: it needs a decision about what actually goes in today. March 2026 was about that decision, and about doing it in a couple of minutes over a cup of tea.

### Decide

Overdue work, this week's jobs and anything that does not have a day yet are lined up for you to deal with. You say what is in, what waits and what moves. The briefing tells you the state of things, and the weather is taken into account when suggesting what to do first, so a wet-weather job is not top of a windy morning.

### Order

Once you know what is in, the day is put in order, nearest-first, using the map locations from 2025. It shows the miles between stops and the total for the day, with a travelling clock. Timed appointments keep their place, and the rest are fitted around them. It is a sensible order, not a perfect one, and you can change it.

### Go

The ordered day goes to your phone, with a map if you want it. From each stop, the customer record and the Directions button are one tap away.

### What it replaced

Most people do this in their heads, in the van, at a quarter past seven. The result is usually fine and occasionally costs an hour. Writing the steps down and having the software do the sorting makes the good morning the normal one. Our post on running the round from your phone shows the flow in use.

### Where it stands

Plan my day is available in the web app, and we are still improving it. It sits alongside the earlier planner, which remains available.

### Next

April: adding other trades to the same core.

### Questions people ask

**What does Plan my day do?**

It lines up overdue work, this week's jobs and anything without a day for you to decide, orders the day nearest-first with the miles shown, and sends it to your phone.

**Does it take the weather into account?**

Yes, the weather forecast feeds into its suggestions.

Related: Plan my day · Scheduling and rounds · How to plan a window cleaning round · Run your round from your phone · Pricing · The build timeline

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>Doerte</dc:creator>
      <category>Window cleaning</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-plan-my-day-decide-order-go-jpg/cover-plan-my-day-decide-order-go.jpg?v=1swac93r" type="image/jpeg" length="188516" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-plan-my-day-decide-order-go-jpg/cover-plan-my-day-decide-order-go.jpg?v=1swac93r" medium="image" />
    </item>
    <item>
      <title>December 2025: consent first, and tracking a team fairly</title>
      <link>https://tradeyoke.net/blog/consent-first-tracking-a-team-fairly</link>
      <guid>https://tradeyoke.net/blog/consent-first-tracking-a-team-fairly</guid>
      <pubDate>Tue, 09 Dec 2025 08:26:00 GMT</pubDate>
      <description>December 2025 was about the part of live monitoring that matters most: nobody is tracked without being told first, and everyone can switch sharing off on their own device.</description>
      <content:encoded><![CDATA[Part 30 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: November 2025: where is everybody? Live monitoring begins. Next: January 2026: trails and replay, and what a day's route can tell you. See every part on the build timeline.

### Quick answer

Quick answer: In TradeYoke's live monitoring, everyone who shares their location sees a disclosure first and agrees to it, and sharing can be switched off per device. The map shows only people who are sharing. Being open with your team about what is tracked, and why, matters as much as the software.

### Key takeaways

Everyone sees a disclosure and agrees before they are tracked.Sharing can be switched off per device.The map only shows people who are sharing.Tell your team why you track, and what you do not do with it.

### Technology is the easy half

Putting people on a map is a few lines of code. Doing it fairly is the work. In December 2025 we spent the month on the part of live monitoring that decides whether a team trusts it.

### What we built

A clear disclosure. Before location sharing starts, the person sees what will be shared and agrees to it. It is written in plain English, not tucked into a long document.A switch on the device. Sharing is controlled per device, and a person can turn it off.Only those sharing are shown. The map is not a list of everyone; it is a list of people who have agreed.

### Why we did it this way round

An employer has a legitimate interest in knowing where a van is. An employee has a legitimate interest in not being watched when they are off the clock. Both are fair. The answer is not to hide the tracking, which is both unfair and, in the UK, legally risky for the business. It is to be open about it. If you track your team, they should know, and know why. You can read more in keeping a lone-working tradesperson safe.

### Some practical advice, even without any software

Say what you track and when. Working hours only, for example.Say why. Customer arrival times, safety, working out the nearest person for an urgent job.Say what you will not do. If you will not use it to time toilet breaks, say so.Write it down and give everyone a copy.

### What it means for the product

The same idea runs through the rest of TradeYoke: the person using it should know what it does. It is why the privacy policy spells out what is collected, and why the tracking switch is a real switch.

### Next

January: trails and replay, and what a day's route can tell you.

### Questions people ask

**Do people have to agree before TradeYoke tracks them?**

Yes. Anyone sharing their location sees a disclosure and agrees first, and sharing can be switched off per device.

**Is it legal to track employees' location in the UK?**

It can be, but it needs to be proportionate, and your team should be told what you track and why. This is general information, not legal advice; check the Information Commissioner's Office guidance for your own situation.

Related: Live monitoring · Team and safety · Keeping a lone worker safe · Privacy Policy · Pricing · The build timeline

See also: paying a canvasser fairly and knowing what they brought in

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>Doerte</dc:creator>
      <category>Product</category>
      <category>Guides</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-consent-first-tracking-a-team-fairly-jpg/cover-consent-first-tracking-a-team-fairly.jpg?v=27m86907" type="image/jpeg" length="158599" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-consent-first-tracking-a-team-fairly-jpg/cover-consent-first-tracking-a-team-fairly.jpg?v=27m86907" medium="image" />
    </item>
    <item>
      <title>September 2025: directions to the door, from the job or the customer</title>
      <link>https://tradeyoke.net/blog/directions-to-the-door</link>
      <guid>https://tradeyoke.net/blog/directions-to-the-door</guid>
      <pubDate>Tue, 09 Sep 2025 08:23:00 GMT</pubDate>
      <description>Knowing where the next customer is only helps if you can get there. September 2025 put a Directions button on every customer and job, and began ordering a day by distance.</description>
      <content:encoded><![CDATA[Part 27 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: August 2025: getting the address right, with postcodes and map pins. Next: October 2025: one set of maps, built on Google Maps. See every part on the build timeline.

### Quick answer

Quick answer: Every customer and job in TradeYoke with a map location has a Directions button that opens directions to the address in Google Maps, so there is nothing to copy and paste. Plan my day can also order a day's stops nearest-first, with the miles between stops and the total for the day.

### Key takeaways

A Directions button on the customer or job opens directions to the address.There is nothing to copy and paste into another app.Plan my day can order a day nearest-first and shows the miles between stops.Good directions depend on good addresses, which is why the address work came first.

### From a pin to a journey

With addresses sitting on a map from August, September 2025 was about the simple, useful step: getting there. A window cleaner's day is a string of short drives. Anything that saves a minute at each stop is worth building.

### The Directions button

Open a customer or a job and there is a Directions button. Tap it and your phone opens directions to the address in Google Maps. You do not copy the address into another app and you do not retype a postcode with wet hands. It is a small feature, and it is one that people use every day.

We built it as a plain link out to Google Maps, rather than a navigation screen of our own. People already have a navigation app they trust, and building a worse one would not help anyone.

### Ordering the day

Directions get you to one stop. The next question is the order of all of them. TradeYoke's Plan my day takes the day's jobs and orders them nearest-first, showing the miles between stops and the total for the day. Appointments with a fixed time stay where they are and the rest are fitted around them, and the weather is taken into account when suggesting what to do first.

It is a straightforward approach, not a clever one, and for a round of houses in a few streets that is usually what you want. Our guide to planning a window cleaning round explains when it works and when to override it.

### What to expect

Distances are estimated, not taken from live traffic. The aim is a sensible order, not a perfect one. If you know the school run makes one road a poor choice at 3pm, you can still change the order yourself.

### Next

October: the maps themselves, and how we use Google Maps across the app.

### Questions people ask

**Can I get directions to a customer from TradeYoke?**

Yes. Customers and jobs with a map location have a Directions button that opens directions to the address in Google Maps.

**Does TradeYoke put my stops in order?**

Plan my day can order a day's jobs nearest-first, showing the miles between stops, while keeping timed appointments in place.

Related: Plan my day · Scheduling and rounds · How to plan a window cleaning round · Run your round from your phone · Pricing · The build timeline

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>Doerte</dc:creator>
      <category>Window cleaning</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-directions-to-the-door-jpg/cover-directions-to-the-door.jpg?v=29gsubrr" type="image/jpeg" length="162438" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-directions-to-the-door-jpg/cover-directions-to-the-door.jpg?v=29gsubrr" medium="image" />
    </item>
    <item>
      <title>July 2025: one signature pad, used wherever a customer or an engineer signs</title>
      <link>https://tradeyoke.net/blog/one-signature-pad-for-surveys-inspections-and-job-completion</link>
      <guid>https://tradeyoke.net/blog/one-signature-pad-for-surveys-inspections-and-job-completion</guid>
      <pubDate>Tue, 15 Jul 2025 09:25:00 GMT</pubDate>
      <description>By July 2025 surveys, inspections, quotes and finished jobs all needed a signature. We built one signature pad, and a signature that files itself where you will look.</description>
      <content:encoded><![CDATA[Part 25 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: June 2025: inspections, checklists with pass or fail, evidence and sign-off. Next: August 2025: getting the address right, with postcodes and map pins. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke uses one shared signature pad wherever someone signs: a customer finishing a job, accepting a quote, or an inspection or survey being signed off. A job can require a signature before it can be marked done, and the signature is filed in the document library against the job and the customer, under Signatures. It works with no signal too.

### Key takeaways

One signature pad is shared, so signing works the same everywhere.A job can require a signature, and cannot be marked done without one.The signature is filed against the job and the customer, under Signatures.A signature taken with no signal is kept and sent when you are back online.

### Four places that need a name

By July 2025 TradeYoke asked for a signature in four places. A customer signs to say a job is finished. A customer accepts a quote and, if the quote asks for it, signs. An inspection is signed off on the screen. And a survey, once done, is signed. Four screens that each needed a canvas, and four chances to get the details wrong.

### One pad, built once

Rather than build a signing screen for each feature, we built one shared signature pad and used it everywhere. That is partly tidiness, but it also means an improvement, such as a smoother line on a phone, reaches every place at once, and the person signing sees the same thing wherever they are asked.

### When a signature is required

Some jobs need proof that the customer was happy at the door. A stop can be set to require a signature. When it does, it cannot be marked done until the customer has signed on the pad, and the refusal is made by the service itself, not just by greying out a button. That matters, because a rule that can be tapped around is only a suggestion.

### Where the signature goes

A signature is no use if you cannot find it. When someone signs, the image is filed in the document library against the job and against the customer, in a folder called Signatures. If you open the job, it is there; if you open the customer, it is there too. For a quote, the signature is kept on the quote with who signed and when.

### With no signal

A doorstep often has no signal. The signature, and the time you finished, are kept with the job and sent when the phone is back online, so a signature taken at the door is not lost on the drive home.

### What it is not

It is a drawn signature and a typed name that shows a person agreed on the day, filed with the record. It is not a certificate from a signing provider, and we do not describe it as one.

### Next

August: the other thing a round needs to get right, the address.

### Questions people ask

**Can a customer sign on my phone with TradeYoke?**

Yes. A customer can sign on the screen when a job is finished, and the signature is filed in the document library against the job and the customer.

**Can I stop a job being marked done without a signature?**

Yes. A stop can require a signature, and TradeYoke will not let it be marked done until the customer has signed.

Related: Documents and search · Job management · Quotes and estimates · Paperwork and compliance · Pricing · The build timeline

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>Doerte</dc:creator>
      <category>Guides</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-one-signature-pad-for-surveys-inspections-and-job-completion-jpg/cover-one-signature-pad-for-surveys-inspections-and-job-completion.jpg?v=1e7nym95" type="image/jpeg" length="96521" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-one-signature-pad-for-surveys-inspections-and-job-completion-jpg/cover-one-signature-pad-for-surveys-inspections-and-job-completion.jpg?v=1e7nym95" medium="image" />
    </item>
    <item>
      <title>May 2025: site surveys, because some jobs need looking at before you can price them</title>
      <link>https://tradeyoke.net/blog/site-surveys-before-the-quote</link>
      <guid>https://tradeyoke.net/blog/site-surveys-before-the-quote</guid>
      <pubDate>Tue, 13 May 2025 10:19:00 GMT</pubDate>
      <description>A repeat window clean can be priced from the doorstep. A garden redesign or a large property cannot. May 2025 added site surveys: look, measure, photograph, then quote.</description>
      <content:encoded><![CDATA[Part 23 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: April 2025: expiry dates, so a certificate never runs out unnoticed. Next: June 2025: inspections, checklists with pass or fail, evidence and sign-off. See every part on the build timeline.

### Quick answer

Quick answer: A site survey in TradeYoke is a job in its own right that you do before the quote: you visit, measure, photograph and note anything that must be verified, then build the quote from what you found. It exists because some work, such as a large garden, a conservatory or an unusual property, cannot be priced honestly without looking at it first.

### Key takeaways

Some work cannot be priced honestly without a visit first.A survey is its own job: measure, photograph and note what must be verified.The quote is built from what the survey found, so nothing is guessed afterwards.It is useful in more than one trade, from grounds maintenance to solar.

### When you cannot quote from the doorstep

A regular window clean is priced from experience: you know the house type and the price. Not all work is like that. A garden that has been left for a year, a large commercial building, a property with awkward access: you cannot give an honest price without going to look. Pricing without looking leads to one of two outcomes, a price too high that loses the job or a price too low that loses money on it.

### The survey as its own job

In May 2025 we added site surveys as a job in their own right. You visit, measure, take photographs, and note anything that must be verified before the work starts, such as whether there is parking, where the stopcock is, or whether the roof will take the load. It is done on the phone, on site, while you are still standing there.

### From survey to quote

The survey exists to feed the quote. Once it is done, the quote is built from what you found rather than from memory. That is better for you, because the figures are there when you price. It is also better for the customer, because the photographs and notes show them why the price is what it is.

### Useful in more than one trade

A survey for a gardener is a walk round a garden with a note of the beds and the hedge. For a solar installer it is the roof, the meter and the consumer unit. The idea is the same whatever the trade. Our guide to paperwork and compliance covers the wider picture.

### What a survey is not

It is not a way of charging for a quote, and it does not replace judgement. It is a way of writing down what you saw while you are still standing there.

### Next

June: inspections, the checklist you do when the work is already installed or underway.

### Questions people ask

**What is a site survey in TradeYoke?**

A job you do before the quote: you visit, measure, photograph and note anything that must be verified, then build the quote from what you found.

**Which kinds of work suit a survey?**

Any work that cannot be priced honestly from the doorstep: a large or overgrown garden, an unusual property, or a solar or electrical job where you need to see the installation first.

Related: Quotes and estimates · Document library · Paperwork and compliance · Quoting faster on site · Pricing · The build timeline

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>Doerte</dc:creator>
      <category>Guides</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-site-surveys-before-the-quote-jpg/cover-site-surveys-before-the-quote.jpg?v=6690w0n" type="image/jpeg" length="56374" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-site-surveys-before-the-quote-jpg/cover-site-surveys-before-the-quote.jpg?v=6690w0n" medium="image" />
    </item>
    <item>
      <title>March 2025: documents on every record, for the job, the customer, the van and the company</title>
      <link>https://tradeyoke.net/blog/documents-on-every-record-job-customer-vehicle-and-company</link>
      <guid>https://tradeyoke.net/blog/documents-on-every-record-job-customer-vehicle-and-company</guid>
      <pubDate>Tue, 25 Mar 2025 08:19:00 GMT</pubDate>
      <description>A job's paperwork is not the customer's, and neither is the van's. In March 2025 the documents sticky learned which record you are on and opened the right folder in its own colour.</description>
      <content:encoded><![CDATA[Part 19 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: March 2025: the page a customer accepts a quote on. Next: April 2025: what happens after a quote is sent. See every part on the build timeline.

### Quick answer

Quick answer: In TradeYoke a documents sticky sits on every page, at every width (a slim one on phones). It opens the documents of whatever record is on screen, the job, the customer or the vehicle, each in its own folder colour, or the company library, with a switch between the two. It can go full screen for document-heavy work.

### Key takeaways

One sticky on every page opens the documents of the record you are looking at.Job, customer and vehicle documents each have their own folder colour, so you know where you are.A switch moves between that record's documents and the company library.It can go full screen when you have a lot to read or sort.

### Four kinds of paperwork

By March 2025 the library held a lot, and it was holding four different kinds of thing. There is the paperwork for a job: photos, a signed form, a supplier invoice. There is the paperwork for a customer: an agreement, access instructions, a gas certificate for their property. There is the paperwork for a vehicle: the MOT, the insurance, the service record. And there is the paperwork for the company itself: policies, templates, your own insurance.

Mixing them in one long list works until the day you need one of them in a hurry.

### A sticky that knows where you are

The fix was not a bigger menu. It was a documents sticky on every page, at every width, that opens the documents of the record on screen. Standing on a job, it opens that job's documents. On a customer, the customer's. On a vehicle, the vehicle's. On a phone it is a slim tab, so it never takes over the screen.

[Image: A window cleaning job open on a phone in TradeYoke, with the blue job documents tab on the right edge of the screen. Fictitious Bournemouth customer.]

### A colour for each

Each kind has its own folder colour. A job's folders look different from a customer's, and both look different from a vehicle's. It is a small thing, and it saves a surprising amount of squinting: you can see which shelf you have opened before you read a single file name.

### The company library, one switch away

Some documents belong to nobody in particular. A switch on the same panel moves between the documents of the record you are on and the company library, so a template or a policy is one tap from the job that needs it. You do not leave the page you were working on.

[Image: The documents tab opened from that job: a risk assessment, before and after photos, a quote and a signed completion sheet, with a This job | Company switch.]

### Full screen for the heavy days

Most of the time a side panel is plenty. When you are sorting a pile of scanned certificates or reading a long PDF, the panel can go full screen, and back again when you are done.

### Why we built it this way

We could have sent people to a Documents page and left them to navigate. But paperwork is rarely the task; it is something you need in the middle of a task. Putting it beside the record, rather than behind a menu, keeps you where you were.

### Next

Later in March the series moves on to quotes, and in April we come back to the library to look at searching inside the files.

### Questions people ask

**Where do I find a customer's documents in TradeYoke?**

Open the customer and use the documents sticky. It opens that customer's documents in their own folder colour, with a switch to the company library.

**Can I keep vehicle documents such as the MOT in TradeYoke?**

Yes. A vehicle has its own documents, in their own folder colour, opened from the same sticky when you are on the vehicle.

Related: Documents and search · Team, projects and vehicles · Customers and CRM · Paperwork and compliance · Pricing · The build timeline

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>Doerte</dc:creator>
      <category>Guides</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-documents-on-every-record-job-customer-vehicle-and-company-jpg/cover-documents-on-every-record-job-customer-vehicle-and-company.jpg?v=22wk2tyh" type="image/jpeg" length="176463" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-documents-on-every-record-job-customer-vehicle-and-company-jpg/cover-documents-on-every-record-job-customer-vehicle-and-company.jpg?v=22wk2tyh" medium="image" />
    </item>
    <item>
      <title>August 2024: a diary that fills itself from the round</title>
      <link>https://tradeyoke.net/blog/a-diary-that-fills-itself-recurring-visits</link>
      <guid>https://tradeyoke.net/blog/a-diary-that-fills-itself-recurring-visits</guid>
      <pubDate>Tue, 13 Aug 2024 08:10:00 GMT</pubDate>
      <description>August 2024 was the diary. Set a frequency once and every future visit appears on the schedule; move a visit by dragging it. Here is how the board came together.</description>
      <content:encoded><![CDATA[Part 11 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: July 2024: a library for the paperwork, filed where you will look. Next: September 2024: getting an existing round in without retyping it. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke's schedule fills itself from your rounds: set a frequency on a job once and every future visit appears in day, week, month and list views, colour-coded by trade. You can move a visit by dragging it to another day, and skip a stop with a reason.

### Key takeaways

The diary projects future visits from each job's repeat rule, so nobody types them in.Day, week, month and list views, filtered by trade or person.Dragging a visit to another day is how rain days are handled.Skipping a stop asks for a reason, so a missed clean is never a mystery.

### The diary should do the typing

In August 2024 we built the schedule. The aim was simple: you should never type in a repeating visit twice. The job already knows it repeats every four weeks. The diary's job is to show those visits on the right days, so the next month is already there before you look.

### What the board does

Four views. Day, week, month and a plain list, because different questions need different shapes. The day view is for doing, the month for seeing whether the round is full.Colour by trade. When a business later runs more than one trade, you can tell them apart at a glance.Filters. By trade and by person, so one person's week is one click away.Drag and drop. Pick a visit up and put it on another day, or reorder the day. This is how a rain day is handled: you move the day, not the whole round.Skip with a reason. A stop that was not done is recorded as skipped, with why, rather than disappearing.

### The detail that took the time

Drag and drop sounds easy and is not. A diary that lets you drop a visit anywhere is a diary that lets you drop it somewhere wrong by accident. We spent a long time on the small things: what counts as a meaningful move, how to reorder within a day without moving it to another one, and how to keep it usable with a thumb as well as a mouse. Our guide to rain days and carried-over work shows how it works in practice.

### Why it matters for the money

A visit that is on the diary is a visit that can be invoiced. Later in the build, the invoice grew out of the completed visit, so getting the diary right in August paid off in October, when invoicing began.

### Next

Next month: getting an existing round into the app without retyping it.

### Questions people ask

**Does the TradeYoke diary fill itself?**

Yes. Set a repeat rule on a job once and the diary shows every future visit in day, week, month and list views.

**How do I handle a rain day?**

Drag the affected visits to another day on the schedule. The round itself does not change, only that day's visits.

Related: Scheduling and rounds · Rain days and carried-over work · We're coming tomorrow texts · Pricing · The build timeline

See also: what to do when a repeating visit gets missed

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>Doerte</dc:creator>
      <category>Window cleaning</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-a-diary-that-fills-itself-recurring-visits-jpg/cover-a-diary-that-fills-itself-recurring-visits.jpg?v=251qt34n" type="image/jpeg" length="171754" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-a-diary-that-fills-itself-recurring-visits-jpg/cover-a-diary-that-fills-itself-recurring-visits.jpg?v=251qt34n" medium="image" />
    </item>
    <item>
      <title>July 2024: customers and jobs working end to end for window cleaning</title>
      <link>https://tradeyoke.net/blog/first-working-customers-and-jobs-for-window-cleaning</link>
      <guid>https://tradeyoke.net/blog/first-working-customers-and-jobs-for-window-cleaning</guid>
      <pubDate>Tue, 16 Jul 2024 10:09:00 GMT</pubDate>
      <description>July 2024 was the month the customer list and the job list started to work together for window cleaning. Here is what that meant, what was missing, and what we learned from using it.</description>
      <content:encoded><![CDATA[Part 9 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: One codebase and offline-first: the early engineering decisions. Next: July 2024: a library for the paperwork, filed where you will look. See every part on the build timeline.

### Quick answer

Quick answer: By July 2024 the window cleaning build had a customer list and a job list that worked together: you could add a customer, give them a repeating job at a price, and see it on a list. It was deliberately small. Invoices, quotes and maps had not started, because we wanted this foundation to be right first.

### Key takeaways

The first milestone was small on purpose: customers and repeating jobs, working together.A job list that spans trades has filters (trade, person, priority, round) so it stays usable as it grows.Using it on a real week showed what was missing before anything new was built on top.

### The first milestone

The January rules said customers and jobs first. By July 2024 they worked together. You could add a customer, give them a window cleaning job with a price and a frequency, put it on a round, and see it on a list. That sounds modest, and it was. But it was the first time the pieces the previous months had designed (the round, the customer record and the repeating job) behaved as one thing.

### What it did

A customer directory you could search, sort and filter, with the customer's details, notes and jobs together.A job list showing the work across customers, filtered by round, person or priority.A guided way to book a job: what needs doing, where, how often, which round, in steps rather than one long form. It is still how jobs are booked today, in the job wizard.

### What was missing

A lot. There was no invoice, no quote, no map and no reminder text. Money was still handled outside. We were comfortable with that, because the aim of the milestone was to find out whether the foundation was sound, not to impress anyone.

### What using it taught us

The "which round" step needs to be honest. A round list that shows made-up names is worse than an empty one. Today, if there are no rounds yet, the wizard says so and lets you add one on the spot.People look for the job from the customer. A job opened from a customer's record should take you back to that customer when you close it, and today it does. Small, but it is the sort of thing that makes software feel like it was built for the way you work.Lists get long. Filters are not a nicety once a business has a few hundred customers.

### What came next

With customers and jobs holding up, the next question was how the diary should fill itself. That is August, in the next article.

### Questions people ask

**What could TradeYoke do in the first working version?**

Hold customers with their details and notes, hold repeating jobs with a price and frequency, put them on rounds, and show them in searchable lists. Invoicing, quoting and maps came later.

**Is the job wizard the same today?**

The guided, step-by-step way to book a job has stayed, and each trade contributes its own steps.

Related: Jobs and the job wizard · Customers and CRM · Window cleaning software · Pricing · The build timeline

See also: canvassing a new window cleaning round without paper lists

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>Doerte</dc:creator>
      <category>Window cleaning</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-first-working-customers-and-jobs-for-window-cleaning-jpg/cover-first-working-customers-and-jobs-for-window-cleaning.jpg?v=27809253" type="image/jpeg" length="158795" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-first-working-customers-and-jobs-for-window-cleaning-jpg/cover-first-working-customers-and-jobs-for-window-cleaning.jpg?v=27809253" medium="image" />
    </item>
    <item>
      <title>The customer record a window cleaner actually needs</title>
      <link>https://tradeyoke.net/blog/the-customer-record-a-window-cleaner-needs</link>
      <guid>https://tradeyoke.net/blog/the-customer-record-a-window-cleaner-needs</guid>
      <pubDate>Tue, 16 Apr 2024 10:05:00 GMT</pubDate>
      <description>April 2024 was about the customer. What does a window cleaner need on a record: the address, the price, the rhythm, how to get in, and what they owe? Here is how we designed it.</description>
      <content:encoded><![CDATA[Part 5 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: What is a round? Designing it in software. Next: Designing a job that repeats: every four weeks, for years. See every part on the build timeline.

### Quick answer

Quick answer: A window cleaner's customer record needs six things: the right address on a map, the price, the frequency, how to get in, who to talk to, and what they owe. TradeYoke's customer record holds those, plus window-cleaning fields such as frequency, preferred day, round and typed alerts, and attaches the customer's jobs, notes and documents.

### Key takeaways

Address, price, frequency, access notes, contacts and balance are the heart of a window cleaner's customer record.Window cleaning adds its own fields: frequency, preferred day, round, price and typed alerts.One record per customer, with jobs, notes and documents attached, beats three apps and a notebook.

### Start with how it is used

In April 2024 we worked on the customer record. We started by asking when it is used, not what it could hold. The answer is at a doorstep and on the phone, often in a hurry. The record has to give you what you need to do the visit, and nothing in the way.

### What went on it

The address, on a map. Text alone sends you to the wrong end of a road. The record has an address and a location that feeds the map.The price and the frequency. The two numbers a window cleaner needs most, held where the round can use them.How to get in. Gate codes, side doors, dogs. Notes are the part people forget until the day they need them.Who to talk to. The person who pays is not always the person at home.What they owe. A balance you can see before you knock.

### One contact, many roles

Early on we made a decision that has paid back many times. A person is one contact, whatever their role. A customer, a team member and a supplier are all contacts, so someone who is both a customer and a supplier is one person, not two records that drift apart. That is also why duplicate detection and merging matter: when two records turn out to be the same person, you can merge them and keep the better details.

### Trade-specific fields

Window cleaning adds its own information on top of the shared record: how often, which day suits, which round, the price, and typed alerts such as a locked gate. Other trades add theirs (a gardener's service and frequency, a plumber's boiler details). The shared part stays the same and each trade adds a panel, so the record never turns into a long form full of fields that do not apply to you.

### What we learned

The record is only as good as the data in it, so getting customers in matters as much as the design. That is why a good import came early, and why the next article is about how a job should repeat.

### Questions people ask

**What should a window cleaner keep on a customer record?**

The address on a map, the price, the frequency, access notes such as gate codes, who to contact, and what the customer owes. TradeYoke holds all of these on one record, with jobs, notes and documents attached.

**Can TradeYoke find and merge duplicate customers?**

Yes. It groups likely duplicates and lets you merge two customers, showing you the record it will keep before you confirm.

Related: Customers and CRM · A customer record on your phone · Winning and keeping customers · Pricing · The build timeline

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>Doerte</dc:creator>
      <category>Window cleaning</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-the-customer-record-a-window-cleaner-needs-jpg/cover-the-customer-record-a-window-cleaner-needs.jpg?v=25zpsvfb" type="image/jpeg" length="169557" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-the-customer-record-a-window-cleaner-needs-jpg/cover-the-customer-record-a-window-cleaner-needs.jpg?v=25zpsvfb" medium="image" />
    </item>
    <item>
      <title>What is a round? Designing it in software</title>
      <link>https://tradeyoke.net/blog/designing-a-window-cleaning-round-in-software</link>
      <guid>https://tradeyoke.net/blog/designing-a-window-cleaning-round-in-software</guid>
      <pubDate>Tue, 19 Mar 2024 09:04:00 GMT</pubDate>
      <description>In March 2024 the question was simple and not easy: what is a round, in software? A named list of stops, each with a frequency and a next-due date, in an order you can change.</description>
      <content:encoded><![CDATA[Part 4 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: Why window cleaning rounds drift, and what a good one looks like. Next: The customer record a window cleaner actually needs. See every part on the build timeline.

### Quick answer

Quick answer: In TradeYoke a round is a named list of properties, each with its own frequency, price and next-due date, in an order you can change. It is not a rigid timetable. Rounds can be created, reordered, retired and merged, so the list can change as your business does.

### Key takeaways

A round in TradeYoke is a named list of stops, not a fixed timetable.Frequency and price belong to each property, so one round can hold every-four-week and every-eight-week customers.Rounds can be created, reordered, retired and merged as the business changes.

### A round is a list with a rhythm

When we sat down in March 2024 to design the core of TradeYoke, the first question was what a round is. People say "my Tuesday round" and everyone knows what they mean, but turning that into something software can hold is harder than it sounds. We came to a plain answer: a round is a named list of properties, in an order, each with its own rhythm.

### The decisions we made

The round has a name, like "Tuesday north" or "Hillside". It is how people talk about their work, so it is how the software should too.Frequency belongs to the property, not the round. One round can hold customers every four weeks and customers every eight. If frequency belonged to the round, you would end up with two rounds pretending to be one.Order is separate from frequency. The order is the way you drive the round. It can change without touching anything else about a customer.A round has to be able to change. In the product today you can create, reorder, retire and merge rounds, and find customers who are not on any round yet. A round that cannot change is a round people leave.

### What we left to later

We did not try to build the clever parts in March. No routing, no optimisation, no weather. A round that is easy to read, easy to change and true is the foundation. Plan my day and the route ordering came much later, once the round underneath could be trusted.

### How it connects to everything else

Because the round is a first-class thing, other parts of TradeYoke can use it: the schedule shows a round as a day's work, and the job wizard has a "which round" step. You can see how this works today on the scheduling and rounds page.

### What came next

With the round defined, the next piece was the thing a round is made of: the customer. That is the next article in the series.

### Questions people ask

**What is a round in TradeYoke?**

A round is a named list of properties visited in an order. Each property has its own frequency and price, so one round can mix customers on different schedules.

**Can I change a round once it is set up?**

Yes. Rounds can be created, reordered, retired and merged, and customers who are not on a round can be found and added.

Related: Scheduling and rounds · Window cleaning software · Getting your first round into TradeYoke · Pricing · The build timeline

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>Doerte</dc:creator>
      <category>Window cleaning</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-designing-a-window-cleaning-round-in-software-jpg/cover-designing-a-window-cleaning-round-in-software.jpg?v=1vdku32v" type="image/jpeg" length="183417" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-designing-a-window-cleaning-round-in-software-jpg/cover-designing-a-window-cleaning-round-in-software.jpg?v=1vdku32v" medium="image" />
    </item>
    <item>
      <title>Why window cleaning rounds drift, and what a good one looks like</title>
      <link>https://tradeyoke.net/blog/why-window-cleaning-rounds-drift</link>
      <guid>https://tradeyoke.net/blog/why-window-cleaning-rounds-drift</guid>
      <pubDate>Tue, 20 Feb 2024 08:03:00 GMT</pubDate>
      <description>A round that is not looked after drifts: missed cleans, old prices, a route that no longer makes sense. We wrote down what drifts, and what a well-run round looks like.</description>
      <content:encoded><![CDATA[Part 3 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: Five years of the same idea, and why we finally started building. Next: What is a round? Designing it in software. See every part on the build timeline.

### Quick answer

Quick answer: Window cleaning rounds drift because the information that holds them together (who, where, how much, how often, when last) is kept in several places and updated by hand. A well-run round has one list, a next-due date on every customer, a sensible order, and payment tied to the clean it was for. That was the brief we wrote for TradeYoke in February 2024.

### Key takeaways

Rounds drift in four ways: missed cleans, stale prices, a route that no longer fits the map, and unclear payment.A good round has one source of truth, a next-due date on every customer, a sensible order and payment tied to the visit.You can start fixing drift today, without any software, by writing down the last clean date for every customer.

### What drift looks like

Nobody sets out to run a messy round. It happens a little at a time. A new customer is written on the back of an envelope. A price goes up for one customer and not for the next one on the street. Someone stops using you and the line stays. The route you drive stops being the order the list is in. After a year, the round you run and the round you have written down are two different things.

### The four ways a round drifts

Missed cleans. A locked gate, a wet week, a day off. If the only record of "done" is a tick on a sheet, a skipped house looks the same as a house that has not come round yet.Stale prices. Without a regular look at the prices, they stay where they were when the customer joined.A route that no longer fits. The order on the list is the order customers joined, not the order you drive.Unclear payment. Whether this clean has been paid, and by whom, is in someone's head or in a different book.

### What a well-run round looks like

Reading across those four, the description writes itself.

One list. Every customer, with an address, a price and a frequency, in one place that everyone who works the round can see.A next-due date on every customer. Not "about every four weeks" but a date, so a missed clean shows up as an overdue one.An order that follows the map, reviewed when the round changes.Payment tied to the visit. The money for a clean is attached to that clean.

### Fixing drift without any software

If you only do one thing this week, write down the date of the last clean next to every customer, and sort by oldest. The ones at the top are your drift. It takes an hour, and it tells you more about your round than a year of ticks on a sheet. Our guide to planning a window cleaning round goes through the rest, and pricing a round covers the stale prices.

### How this became the brief

In February 2024 we turned that description into the design brief for TradeYoke: one list, a next-due date, an order that can be changed, and money tied to the visit. The next articles take those in turn, starting with what a round actually is.

### Questions people ask

**Why do window cleaning rounds go out of date?**

Because the details that hold a round together are kept in several places and updated by hand. Prices, order and the last-cleaned date drift apart unless there is one list that is updated as you work.

**How do I know if a customer has been missed?**

Keep a next-due date on every customer. A customer whose date has passed without a clean recorded has been missed. TradeYoke works the next-due date out for you from the frequency you set.

Related: Scheduling and rounds · How to plan a window cleaning round · Pricing a window cleaning round · Running the round · Pricing · The build timeline

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>Doerte</dc:creator>
      <category>Window cleaning</category>
      <category>Our story</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-why-window-cleaning-rounds-drift-jpg/cover-why-window-cleaning-rounds-drift.jpg?v=1zdnh91z" type="image/jpeg" length="175349" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-why-window-cleaning-rounds-drift-jpg/cover-why-window-cleaning-rounds-drift.jpg?v=1zdnh91z" medium="image" />
    </item>
  </channel>
</rss>