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    <title>TradeYoke — Building TradeYoke</title>
    <link>https://tradeyoke.net/blog/tag/building-tradeyoke</link>
    <description>How TradeYoke was built, month by month from January 2024: customers and jobs, invoicing, quoting, surveys, inspections, maps and live monitoring.</description>
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      <title>The TradeYoke build timeline: every part of the build, in order</title>
      <link>https://tradeyoke.net/blog/the-tradeyoke-build-timeline</link>
      <guid>https://tradeyoke.net/blog/the-tradeyoke-build-timeline</guid>
      <pubDate>Wed, 14 Oct 2026 08:39:00 GMT</pubDate>
      <description>One page listing every part of Building TradeYoke in date order, from the idea in 2019 and the start in January 2024 to where the platform stands in October 2026.</description>
      <content:encoded><![CDATA[Part 39 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: From passwords to passkeys: how sign-in and trust grew with TradeYoke. See every part on the build timeline.

### Quick answer

Quick answer: Building TradeYoke is a month-by-month account of how the platform was built, from the start of development in January 2024 to October 2026, after an idea dating from around 2019. This page lists every part in date order, grouped by phase: the start, customers and jobs, invoicing, quoting, surveys and inspections, maps and directions, live monitoring, and the present.

### Key takeaways

Development started at the beginning of 2024; the idea dates from around 2019.The order was: customers and jobs, invoicing, quoting, surveys and inspections, maps and directions, then live monitoring. The document library began in July 2024 and spread across the system in March and April 2025.Every part below links to the full article.The most recent work is on the phone experience, sign-in and passkeys.

### How to read this page

The parts are in date order. Each phase has a one-line summary, and every entry links to the full article. If you only read one, start with the whole journey. For the same story by version and date, including the numbered releases from 0.2.2 to 0.3.45, see the release notes.

### The idea and the decision (2019 to January 2024)

Where the idea came from and why we began.

January 2024: Where TradeYoke began: an idea from helping run window cleaning roundsJanuary 2024: Five years of the same idea, and why we finally started building

### Designing the core (February to June 2024)

The problem, the round, the customer record, the repeating job, our terms and the early engineering decisions.

February 2024: Why window cleaning rounds drift, and what a good one looks likeMarch 2024: What is a round? Designing it in softwareApril 2024: The customer record a window cleaner actually needsMay 2024: Designing a job that repeats: every four weeks, for yearsJune 2024: Why we published our terms and privacy notice from the startJune 2024: One codebase and offline-first: the early engineering decisions

### Customers and jobs (July to September 2024)

Window cleaning customers and jobs working end to end, the document library for the paperwork, the diary, and getting a round in.

July 2024: July 2024: customers and jobs working end to end for window cleaningJuly 2024: July 2024: a library for the paperwork, filed where you will lookAugust 2024: August 2024: a diary that fills itself from the roundSeptember 2024: September 2024: getting an existing round in without retyping it

### Invoicing (October 2024 to January 2025)

Invoices, the ledger, part payments and Who owes me, and how customers pay.

October 2024: October 2024: why invoicing came next, and what it had to get rightNovember 2024: November 2024: a ledger that cannot be quietly editedDecember 2024: December 2024: part payments, receipts and knowing who owes youJanuary 2025: January 2025: how customers pay, with pay links, cards and Direct Debit

### Quoting and the document library everywhere (February to April 2025)

Guided quotes, the page customers accept on, what happens after a quote is sent, and the document library reaching every record, with search and expiry.

February 2025: February 2025: quotes that start from the customer record, not a blank pageMarch 2025: March 2025: the page a customer accepts a quote onMarch 2025: March 2025: documents on every record, for the job, the customer, the van and the companyApril 2025: April 2025: what happens after a quote is sentApril 2025: April 2025: searching inside your documents, not just their namesApril 2025: April 2025: expiry dates, so a certificate never runs out unnoticed

### Surveys, inspections and signatures (May to July 2025)

Site surveys, inspection checklists with evidence and sign-off, and one signature pad.

May 2025: May 2025: site surveys, because some jobs need looking at before you can price themJune 2025: June 2025: inspections, checklists with pass or fail, evidence and sign-offJuly 2025: July 2025: one signature pad, used wherever a customer or an engineer signs

### Maps and directions (August to October 2025)

Addresses, directions to the door and one set of maps on Google Maps.

August 2025: August 2025: getting the address right, with postcodes and map pinsSeptember 2025: September 2025: directions to the door, from the job or the customerOctober 2025: October 2025: one set of maps, built on Google Maps

### Live monitoring (November 2025 to January 2026)

Where is everybody, consent first, and trails and replay.

November 2025: November 2025: where is everybody? Live monitoring beginsDecember 2025: December 2025: consent first, and tracking a team fairlyJanuary 2026: January 2026: trails and replay, and what a day's route can tell you

### The phone, the day and more trades (February to April 2026)

Offline-first in practice, Plan my day, and one core for many trades.

February 2026: February 2026: working with no signal, offline-first in practiceMarch 2026: March 2026: Plan my day, decide, order, goApril 2026: April 2026: one core, many trades

### Looking back (September to October 2026)

Pricing, sign-in and trust, lessons, and the whole journey.

September 2026: How we thought about pricing TradeYoke: four plans, one price per businessOctober 2026: What building for tradespeople has taught us: seven lessons from the buildOctober 2026: From a 2019 idea to today: the whole TradeYoke journeyOctober 2026: From passwords to passkeys: how sign-in and trust grew with TradeYoke

### What the timeline does not show

It shows the order, not the effort. Some months, such as the ledger and the consent work, took far more care than their length suggests. And it shows what we built, not everything we tried. We have kept the account to what is in the product and true today. Where a part is still in pilot, the article says so.

### Where it stands now

Window cleaning and gardening are in pilot, with a first release very soon. Electricians, plumbers and solar installers are in pilot with real businesses. The web app is available now and works on a phone. The Android, iPhone and Windows apps are in pilot and not yet in the app stores; email hello@tradeyoke.net if you would like early access.

### Questions people ask

**What is the Building TradeYoke series?**

A month-by-month account of how TradeYoke was built, from the start of development in January 2024 to October 2026.

**When did TradeYoke development start?**

At the beginning of 2024, after an idea dating from around 2019 while helping manage window cleaning rounds.

Related: The platform · All features · 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>AssemblySoft DevOps</dc:creator>
      <category>Our story</category>
      <category>Engineering</category>
      <category>Building TradeYoke</category>
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    </item>
    <item>
      <title>From passwords to passkeys: how sign-in and trust grew with TradeYoke</title>
      <link>https://tradeyoke.net/blog/from-passwords-to-passkeys-sign-in-and-trust</link>
      <guid>https://tradeyoke.net/blog/from-passwords-to-passkeys-sign-in-and-trust</guid>
      <pubDate>Wed, 14 Oct 2026 08:34:00 GMT</pubDate>
      <description>A system that holds a business's customers and invoices has to be hard to break into. Here is how TradeYoke's sign-in grew, and what is live in the web browser today.</description>
      <content:encoded><![CDATA[Part 38 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: From a 2019 idea to today: the whole TradeYoke journey. Next: The TradeYoke build timeline: every part of the build, in order. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke's sign-in has grown in steps: it began with email and password, added Sign in with Google and optional two-factor authentication, then passkeys, and in October 2026 became passwordless. You now sign in with Google, Apple or Microsoft, an emailed six-digit code or link, or a passkey, and TradeYoke holds no passwords at all. Passkeys in the Android, iPhone and Windows apps are coming shortly; the apps themselves are in pilot.

### Key takeaways

Sign-in is now passwordless: Google, Apple, Microsoft, an emailed code or link, and passkeys. TradeYoke holds no passwords.Two-factor authentication can be required of everyone in a workspace.Permissions on every action and an audit trail sit behind the sign-in.Passkeys for the apps are coming shortly; the apps are in pilot.

### Why sign-in matters more than it looks

From the moment TradeYoke held invoices, the sign-in was the lock on the shop door. A stolen login could mean a changed bank detail on an invoice, which is exactly the kind of fraud that hits small businesses. So as the product grew, so did the effort we put into who can get in.

### The steps

Email and password. The starting point, with a proper account for each person. Sign-ins are not shared. Retired in October 2026; see the last step.Sign in with Google. For people who would rather not manage another password. Our article on signing in with Google goes through it.Two-factor authentication. An extra code on sign-in, which a workspace can require of everyone. It follows the person, so it is checked whichever way they sign in.Permissions and an audit trail. Behind the sign-in, every action is controlled by a permission, and a trail records who did what. Nobody can give someone more access than they have themselves, and nobody can edit their own roles.Passkeys. Live in the web browser since October 2026.No passwords at all. The newest step, in October 2026: Google, Apple, Microsoft, an emailed code or link, and passkeys all lead to one TradeYoke account, and people add or remove ways to sign in under My account.

### What a passkey is

A passkey is a way of signing in with something you have, your phone or computer, unlocked the way you already unlock it, instead of a password you type. There is no password to guess, phish or reuse. Passkeys: sign in without a password is the longer explanation.

### What is live, and what is not

Passkeys are live in the web browser. Passkeys in the Android, iPhone and Windows apps are coming shortly, and the apps themselves are in pilot and not yet in the app stores. We would rather tell you what is not finished than let you assume it is.

### The thread running through the build

Every year of the build added something worth protecting: customers in 2024, money in 2024 and 2025, locations in 2025. Each time the sign-in had to be at least as strong as the thing behind it. That is also why we wrote the terms and privacy notice so early.

### Questions people ask

**Can I sign in to TradeYoke without a password?**

Yes. TradeYoke has no passwords: you sign in with Google, Apple or Microsoft, an emailed code or link, or a passkey. Passkeys in the Android, iPhone and Windows apps are coming shortly.

**Can my whole team be required to use two-factor sign-in?**

Yes. A workspace can require two-factor authentication of everyone.

Related: Roles, permissions, audit and 2FA · Passkeys: sign in without a password · Sign in with Google · Invoice fraud and account takeover protection · 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>AssemblySoft DevOps</dc:creator>
      <category>Engineering</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-from-passwords-to-passkeys-sign-in-and-trust-jpg/cover-from-passwords-to-passkeys-sign-in-and-trust.jpg?v=195r3j87" type="image/jpeg" length="98323" />
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    </item>
    <item>
      <title>From a 2019 idea to today: the whole TradeYoke journey</title>
      <link>https://tradeyoke.net/blog/from-a-2019-idea-to-today-the-whole-tradeyoke-journey</link>
      <guid>https://tradeyoke.net/blog/from-a-2019-idea-to-today-the-whole-tradeyoke-journey</guid>
      <pubDate>Wed, 14 Oct 2026 08:33:00 GMT</pubDate>
      <description>An idea from helping manage window cleaning rounds around 2019, development from the start of 2024, and where it has got to in October 2026. The whole journey in one place.</description>
      <content:encoded><![CDATA[Part 37 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: What building for tradespeople has taught us: seven lessons from the build. Next: From passwords to passkeys: how sign-in and trust grew with TradeYoke. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke began as an idea around 2019, while we were helping to manage window cleaning rounds. Development started at the beginning of 2024 with customers and jobs for window cleaning, then added invoicing, quoting, surveys and inspections, maps and directions, and live monitoring. Today window cleaning and gardening are in pilot, with a first release very soon, and electricians, plumbers and solar installers are in pilot.

### Key takeaways

The idea dates from around 2019; development began at the start of 2024.The build went in order: customers and jobs, invoicing, quoting, surveys and inspections, maps, live monitoring.Window cleaning and gardening are in pilot, with a first release very soon; electricians, plumbers and solar installers, and the phone and Windows apps, are in pilot.The full series, in order, is on the build timeline.

### 2019: an idea

Around 2019 we were helping manage window cleaning rounds, and we kept seeing the same problems: rounds on paper and spreadsheets, cleans missed, money to chase, prices left to go stale. We had an idea for software that looked after all of that. For a long time it stayed an idea. See where TradeYoke began.

### Early 2024: we start

At the start of 2024 we decided to begin, with three rules: one trade done properly first, the phone as the main tool, and say only what is true. We described the problem in why rounds drift, then designed the round, the customer record and the repeating job. In June 2024 we first published our terms and privacy notice.

### Mid 2024: customers and jobs working

By the summer, customers and jobs worked together, the diary filled itself from the round, and customers could be imported from a spreadsheet.

### Late 2024 to early 2025: getting paid

Then money: invoicing, an append-only ledger, part payments and Who owes me, and pay links, cards and Direct Debit.

### 2025: quoting, paperwork, maps

Quoting, a page customers accept on, then surveys and inspections, a place to file the paperwork, addresses, directions and maps built on Google Maps.

### Late 2025 to 2026: the team and the day

Live monitoring with consent first and trails, then working with no signal, Plan my day and other trades on the same core.

### October 2026: where it stands

Window cleaning and gardening are in pilot, with a first release very soon. Electricians, plumbers and solar installers are in pilot. The web app is available now and works on a phone; the Android, iPhone and Windows apps are in pilot and not yet in the app stores. Recent work has been on the phone experience, with a welcome screen, a dashboard that leads with today's jobs, and maps and customer records made for a phone, and on sign-in, with passkeys in the web browser. The build timeline lists every part in order.

### What is next

We will keep to the rules from day one: finish what is in pilot, and say only what is true. If you run a round, a garden or a trade business and want to try it, the trial is 30 days of Essentials with no card needed.

### Questions people ask

**When did the idea for TradeYoke start?**

Around 2019, while helping to manage window cleaning rounds. Development began at the start of 2024.

**What can I use in TradeYoke today?**

Window cleaning and gardening are in pilot, with a first release very soon. Electricians, plumbers and solar installers, and the Android, iPhone and Windows apps, are in pilot.

Related: The platform · All features · Window cleaning software · Pricing · The build timeline

See also: release notes: every stage, version by version

### 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>Carl Randall</dc:creator>
      <category>Our story</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-from-a-2019-idea-to-today-the-whole-tradeyoke-journey-jpg/cover-from-a-2019-idea-to-today-the-whole-tradeyoke-journey.jpg?v=22qpolcn" type="image/jpeg" length="176190" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-from-a-2019-idea-to-today-the-whole-tradeyoke-journey-jpg/cover-from-a-2019-idea-to-today-the-whole-tradeyoke-journey.jpg?v=22qpolcn" medium="image" />
    </item>
    <item>
      <title>What building for tradespeople has taught us: seven lessons from the build</title>
      <link>https://tradeyoke.net/blog/what-building-for-tradespeople-has-taught-us</link>
      <guid>https://tradeyoke.net/blog/what-building-for-tradespeople-has-taught-us</guid>
      <pubDate>Tue, 13 Oct 2026 08:32:00 GMT</pubDate>
      <description>Looking back from the start of 2024 to now, seven ideas kept proving themselves. They apply to running a trade business as much as to building software.</description>
      <content:encoded><![CDATA[Part 36 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: How we thought about pricing TradeYoke: four plans, one price per business. Next: From a 2019 idea to today: the whole TradeYoke journey. See every part on the build timeline.

### Quick answer

Quick answer: Seven lessons from building TradeYoke: start with the thing that repeats, let money follow the visit, make the phone the main tool, write things down where you will look, be open about what you track, say only what is true, and build in the order people need things. They are useful whether or not you use software.

### Key takeaways

Start with the thing that repeats, such as the round.Money follows the visit; bill from the job.Write things down where you will look for them.Be open with your team and your customers about what you do.

### Looking back

We began building in January 2024. Along the way some ideas turned up in every part of the build. Here are seven, in the order they would help you.

### 1. Start with the thing that repeats

In a window cleaning business it is the round. In a gardening business it is the seasonal visit. If you get the repeating thing right, a lot else follows. See what is a round.

### 2. Money follows the visit

A job done but not billed is money not collected. Bill from the job, with nothing retyped. See why invoicing came next.

### 3. The phone is the main tool

You are at a doorstep, not a desk. If it does not work standing up with wet hands, it will not be used. See the early engineering decisions.

### 4. Write it down where you will look

Notes, certificates and photos are only useful if you can find them again. File them against the job and the customer. See one signature pad and a library for the paperwork.

### 5. Look before you price

Some jobs cannot be priced from the doorstep. A visit before the quote costs a little time and saves a lot of argument. See site surveys.

### 6. Be open about what you track

If you use any kind of tracking, tell your team what and why. See consent first.

### 7. Say only what is true

It is the rule we set on day one. It is why we say "pilot" and why we tell you what is not finished. See why we started building.

### Using these without software

None of this needs TradeYoke. A notebook with a next-due date next to every customer already beats most rounds. If you would like the software to do the typing, the free trial is 30 days of Essentials with no card needed.

### Questions people ask

**What did you learn from building TradeYoke?**

Seven things: start with what repeats, let money follow the visit, make the phone the main tool, file things where you will look, look before you price, be open about tracking, and say only what is true.

**Do these lessons need software?**

No. A next-due date next to every customer, a bill raised from the job and notes filed against the customer all help in a notebook.

Related: Where TradeYoke began · Running the round · Getting paid · 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>AssemblySoft Business</dc:creator>
      <category>Our story</category>
      <category>Guides</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-what-building-for-tradespeople-has-taught-us-jpg/cover-what-building-for-tradespeople-has-taught-us.jpg?v=x900yl3" type="image/jpeg" length="123783" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-what-building-for-tradespeople-has-taught-us-jpg/cover-what-building-for-tradespeople-has-taught-us.jpg?v=x900yl3" medium="image" />
    </item>
    <item>
      <title>How we thought about pricing TradeYoke: four plans, one price per business</title>
      <link>https://tradeyoke.net/blog/how-we-priced-tradeyoke-four-plans</link>
      <guid>https://tradeyoke.net/blog/how-we-priced-tradeyoke-four-plans</guid>
      <pubDate>Sun, 27 Sep 2026 10:31:00 GMT</pubDate>
      <description>Pricing is part of the product. We looked back at the build to decide what belongs on each plan: a free start, a working core, getting paid, and the business as a whole.</description>
      <content:encoded><![CDATA[Part 35 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: April 2026: one core, many trades. Next: What building for tradespeople has taught us: seven lessons from the build. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke has four plans (Free, Essentials, Premium and Ultimate), priced per business rather than per person, with a 30-day free trial of Essentials and no card needed. The plans follow the order we built the product in, from customers and jobs, through getting paid, to the whole business. The current prices are always on the pricing page.

### Key takeaways

There are four plans: Free, Essentials, Premium and Ultimate, priced per business.The trial is 30 days of Essentials, with no card needed.The plans follow the build: core first, then getting paid, then the whole business.The pricing page is the only place to read current prices.

### Pricing follows the build

When we started in 2024 there was nothing to price. As the product grew, the order we built it in turned into the shape of the plans. That was not a coincidence: we built the things most businesses need first, so those are where you start.

### The shape of the plans

Free. A way in. You can get started and see whether TradeYoke suits how you work.Essentials. The working core: customers, the round and jobs, quotes and invoices with your branding, and Who owes me with reminders. It is the foundation from the first year of the build.Premium. Getting paid and the accounts: bookkeeping sync, HMRC VAT filing, and taking card payments with a Pay now button on every invoice. This follows the work on payments from 2025.Ultimate. The business as a whole: your own website with booking and quote requests, a customer portal, and live monitoring and tracking. This follows the live monitoring work and the customer-facing parts.

### Per business, not per person

A small trade business changes size. Someone helps for a season, a partner joins, a van is added. Pricing per business means those changes do not alter the bill each time, which is easier to plan around.

### The trial

The trial is 30 days of Essentials, with no card needed. It is long enough to run a real week, and see a round, a few invoices and a Who owes me list on your own work, rather than on a demo.

### Where to see the prices

We do not repeat prices in blog posts, because they would go stale and a post is a poor place to be corrected. The pricing page always shows the current plans and what each includes. For a plain-English look at costs in general, read how much does job management software cost.

### A look back

The plans are a map of the build. If you read the Building TradeYoke series from the beginning, you can see why each thing sits where it does.

### Questions people ask

**What plans does TradeYoke have?**

Free, Essentials, Premium and Ultimate, priced per business. The pricing page shows the current prices and what each plan includes.

**Is there a free trial?**

Yes: 30 days of Essentials, with no card needed.

Related: Pricing · How much does job management software cost? · Invoicing and payments · Live monitoring · 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>AssemblySoft Business</dc:creator>
      <category>Pricing</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-how-we-priced-tradeyoke-four-plans-jpg/cover-how-we-priced-tradeyoke-four-plans.jpg?v=2iydkyzb" type="image/jpeg" length="135095" />
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    </item>
    <item>
      <title>April 2026: one core, many trades</title>
      <link>https://tradeyoke.net/blog/one-core-many-trades-adding-gardening-and-more</link>
      <guid>https://tradeyoke.net/blog/one-core-many-trades-adding-gardening-and-more</guid>
      <pubDate>Tue, 14 Apr 2026 08:30:00 GMT</pubDate>
      <description>With window cleaning solid, April 2026 was about whether the core could carry other trades. Each trade is a module on the same core: its own terms, forms and colour.</description>
      <content:encoded><![CDATA[Part 34 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: March 2026: Plan my day, decide, order, go. Next: How we thought about pricing TradeYoke: four plans, one price per business. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke is built as one shared core with a module for each trade. Window cleaning and gardening are in pilot, with a first release very soon; electricians, plumbers and solar installers are in pilot with real businesses. Each trade brings its own terminology, forms, documents and colour, while customers, scheduling, quoting and invoicing are shared, so one business can run compatible trades on one account.

### Key takeaways

There is one core, and each trade is a module on top.Window cleaning and gardening are in pilot, with a first release very soon; electricians, plumbers and solar installers are in pilot.Each trade brings its own terms, forms, documents and colour.A business can run compatible trades together on one account.

### The test of a good core

When you build for one trade it is easy to build something that only works for that trade. The test of the core we built in 2024 was whether it could carry another. In April 2026 we looked at where the line between shared and trade-specific fell, and what that meant for every new trade.

### What is shared, what is not

Shared: customers, the diary, jobs, quotes, invoices, payments, messages, documents and the map. A customer is one record whichever trade serves them.Per trade: the words (a gardener's visit is not a window cleaner's clean), the fields on a customer, the job steps, the forms and the paperwork, and a colour so you can tell them apart on the diary.

### Why that split

The shared parts are the things that would be wasteful to build twice and risky to build differently. The invoice ledger should work the same way for every trade. The per-trade parts are the things a tradesperson would notice if they were wrong. A plumber does not want to see "round" and "frequency" where their trade says "service" and "boiler".

### Where each trade stands

Window cleaning and gardening are live.Electricians, plumbers and solar installers are in pilot with real businesses. They bring their own paperwork, such as electrical certificates, gas safety records and solar commissioning documents, built on the shared document foundation.

"Pilot" means a small group of businesses use the module on their own work while we finish it. If you would like to join, email hello@tradeyoke.net.

### What it means for you

If you run two trades, say window cleaning and gardening, you do not need two systems. One diary, one customer list and one invoice run covers both. Two trades, one account goes through it.

### Next

The series now catches up with the present. The next articles look back across the whole build.

### Questions people ask

**Which trades does TradeYoke support?**

Window cleaning and gardening are in pilot, with a first release very soon. Electricians, plumbers and solar installers are in pilot with real businesses.

**Can I run two trades on one TradeYoke account?**

Yes, compatible trades such as window cleaning and gardening share one diary, one customer list and one invoice run.

Related: Several trades, one account · All trades · Two trades, one account · The platform · 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>AssemblySoft DevOps</dc:creator>
      <category>Engineering</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-one-core-many-trades-adding-gardening-and-more-jpg/cover-one-core-many-trades-adding-gardening-and-more.jpg?v=1uf8qbyv" type="image/jpeg" length="193669" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-one-core-many-trades-adding-gardening-and-more-jpg/cover-one-core-many-trades-adding-gardening-and-more.jpg?v=1uf8qbyv" 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>February 2026: working with no signal, offline-first in practice</title>
      <link>https://tradeyoke.net/blog/working-with-no-signal-offline-first-in-practice</link>
      <guid>https://tradeyoke.net/blog/working-with-no-signal-offline-first-in-practice</guid>
      <pubDate>Tue, 10 Feb 2026 09:28:00 GMT</pubDate>
      <description>February 2026 put the offline-first idea from 2024 to work: the round on the device, changes queued, and a clear rule for when two people edit the same thing.</description>
      <content:encoded><![CDATA[Part 32 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: January 2026: trails and replay, and what a day's route can tell you. Next: March 2026: Plan my day, decide, order, go. See every part on the build timeline.

### Quick answer

Quick answer: In TradeYoke's phone and Windows apps, which are in pilot, changes made without a signal are saved on the device in a queue and sent when the connection returns. Each change is safe to send twice, and unsent work is never overwritten by something older from the server. The web app needs a connection.

### Key takeaways

Changes made offline are queued on the device and sent when signal returns.Each change is safe to retry, so a flaky connection cannot create duplicates.Unsent work is never overwritten.The apps are in pilot; the web app needs a connection.

### The idea, put to work

In June 2024 we wrote that the phone would hold what it needs and queue changes. By February 2026 the machinery to do it was working in the installed apps, and this article is the practical account of what it does.

### How it behaves

Your round is on the phone. Daily rounds for window cleaning and gardening are available without a connection, and you can create a new customer on the spot.Changes go into a queue. Marking a visit done, adding a note or a new customer saves on the device at once.The queue is sent when the signal returns, on opening the app, when the network comes back, and on returning to the app.Safe to retry. Each change carries a unique identity, so if the connection drops half-way and the change is sent again, it is applied once.Order is kept. If a customer was created offline and a job was added to them, the job waits for the customer. Dependent changes are held until what they depend on has gone through.

### When two people change the same thing

The hard case is a conflict. The office changed a job while you were out of signal and changed it differently on your phone. The rule is that unsent work is never overwritten. Your change is kept, the difference is visible, and a person decides. That rule matters more than any cleverness in how conflicts are merged.

### An honest status

Offline support covers a limited set of things today: window cleaning and gardening rounds, and creating customers. It does not cover everything, and certificates, quotes and invoices are not yet available offline. The Android, iPhone and Windows apps that carry it are in pilot and not yet in the app stores. The web app is the always-online office surface. If you want to try the pilot, email hello@tradeyoke.net.
Update, November 2026: quotes, invoices, payments in cash, messages and certificates now work with no signal too, and the web app keeps working with no signal after one visit.

### Why it still matters

Most days, signal is fine. The days it is not are the days a round gets lost. A tool that works on those days is a tool you trust on the others. Why offline-first matters more than any feature says the same thing from the owner's side.

### Next

March: the morning flow, Plan my day.

### Questions people ask

**Does TradeYoke work without a signal?**

The phone and Windows apps, which are in pilot, keep your round on the device and sync when the connection returns. Update, November 2026: the web app now keeps working with no signal after one visit too.

**What happens if I and the office change the same job?**

Unsent work is never overwritten. Your change is kept, the difference is shown, and a person decides.

Related: The mobile app · Why offline-first matters · The early engineering decisions · The platform · 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>AssemblySoft DevOps</dc:creator>
      <category>Engineering</category>
      <category>Mobile</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-working-with-no-signal-offline-first-in-practice-jpg/cover-working-with-no-signal-offline-first-in-practice.jpg?v=3f8oyk9j" type="image/jpeg" length="198980" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-working-with-no-signal-offline-first-in-practice-jpg/cover-working-with-no-signal-offline-first-in-practice.jpg?v=3f8oyk9j" medium="image" />
    </item>
    <item>
      <title>January 2026: trails and replay, and what a day's route can tell you</title>
      <link>https://tradeyoke.net/blog/trails-and-replay-a-days-route</link>
      <guid>https://tradeyoke.net/blog/trails-and-replay-a-days-route</guid>
      <pubDate>Tue, 13 Jan 2026 08:27:00 GMT</pubDate>
      <description>January 2026 added trails to the live map and a way to replay a device's day. What a route can settle, and why it is worth having.</description>
      <content:encoded><![CDATA[Part 31 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: December 2025: consent first, and tracking a team fairly. Next: February 2026: working with no signal, offline-first in practice. See every part on the build timeline.

### Quick answer

Quick answer: Live monitoring in TradeYoke shows a trail behind each person sharing their location, and you can replay a device's trail to see the route it took. It helps settle questions such as when someone arrived, and it works for people, vehicles, jobs and customers shown on the same map. Live monitoring is part of the Ultimate plan.

### Key takeaways

A trail shows where a device has been, not just where it is now.Replay lets you watch a day's route back.It settles arrival-time questions with facts rather than memory.It is part of the Ultimate plan and only covers people who are sharing.

### A dot is not enough

A live dot answers where someone is now. A day on a round raises other questions: when did they get to the second job, did they come by the main road, how long was the stop? January 2026 added trails to answer those.

### What trails and replay do

A trail behind each dot shows where the device has been.Replay lets you pick a device and watch its route back, in order.Everything on one map: people, plus vehicles, jobs and customers as places, so a route can be read against the stops it was meant to reach.

### What it is for

The honest uses are mostly mundane. A customer says nobody came at ten; the trail shows the van was on the next street at five past. A job overran; the replay shows where the time went. Two jobs were swapped and the invoice needs to say which was done first. It turns an argument about memory into a look at the map, which is calmer for everyone.

### What it is not for

It is not a way to micromanage. The consent and sharing rules from December still apply: trails exist only for people who have agreed to share, and who can switch it off. If you use trails, say so to your team and say what you use them for.

### How long things are kept

The privacy policy sets out the retention periods for technical data. If you need to know exactly what is kept for how long, read the privacy policy rather than a blog post, because the policy is the document we are accountable for.

### Next

February: the other side of the phone, working with no signal.

### Questions people ask

**Can I replay where a vehicle or person has been in TradeYoke?**

Yes. Live monitoring shows trails and lets you replay a device's trail. It covers people who are sharing their location.

**Which plan includes live monitoring?**

Live monitoring is part of the Ultimate plan. See the pricing page for current details.

Related: Live monitoring · Van tracking without the hardware · Pricing · Privacy Policy · 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>AssemblySoft DevOps</dc:creator>
      <category>Product</category>
      <category>Engineering</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-trails-and-replay-a-days-route-jpg/cover-trails-and-replay-a-days-route.jpg?v=1r7vx53r" type="image/jpeg" length="192129" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-trails-and-replay-a-days-route-jpg/cover-trails-and-replay-a-days-route.jpg?v=1r7vx53r" 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>November 2025: where is everybody? Live monitoring begins</title>
      <link>https://tradeyoke.net/blog/where-is-the-van-live-monitoring-begins</link>
      <guid>https://tradeyoke.net/blog/where-is-the-van-live-monitoring-begins</guid>
      <pubDate>Tue, 11 Nov 2025 10:25:00 GMT</pubDate>
      <description>Every business with more than one van asks the same question sooner or later. November 2025 began live monitoring: the team on one map, with the phone app as the tracker.</description>
      <content:encoded><![CDATA[Part 29 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: October 2025: one set of maps, built on Google Maps. Next: December 2025: consent first, and tracking a team fairly. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke's live monitoring shows everyone who is sharing their location on one Google map, with the phone app acting as the tracker so there is no extra hardware to fit. It is part of the Ultimate plan. The Android, iPhone and Windows apps are in pilot and not yet in the app stores.

### Key takeaways

Live monitoring shows who is where on one map.The phone app is the tracker, so no extra hardware is fitted.Customers, jobs and vehicles can be shown on the same map.It is part of the Ultimate plan, and the apps are in pilot.

### The question behind the feature

As soon as a business has two people working, a question appears: where is everybody? It is asked on the phone ("where are you?"), usually while someone is driving. The honest reason is rarely suspicion. It is usually practical: a customer is ringing about an arrival time, or a job has overrun, or someone needs to be sent to the nearest gap.

### The approach: the phone is the tracker

The traditional answer is a tracking box fitted to each van. That is cost and fitting time, and it only tells you where the van is, not where the person is. We took a different approach. The phone the person already carries, running TradeYoke, is the tracker. There is nothing to buy or fit. It also means you see people, not just vehicles, which matches how a small business actually works.

### What November delivered

A live map of everyone sharing their location, on the shared Google map.Different kinds of things on one map: people, plus customers, jobs and vehicles as places you can see.A current-location panel on a record, so you can see where a person or a job is from where you are already looking.A widget in the app so it is one tap away.

Van tracking without the hardware explains this in more detail for a business owner.

### What it depends on

Live monitoring is part of the Ultimate plan. The tracker is the phone app, and the Android, iPhone and Windows apps are in pilot and not yet in the app stores; email hello@tradeyoke.net if you would like early access. We have not finished checking every phone background mode on a real device, and we would rather say so than claim it.

### Next

December: the part that matters more than the map, which is consent.

### Questions people ask

**Does TradeYoke need tracking hardware in the van?**

No. The phone app is the tracker, so there is nothing to buy or fit. Live monitoring is part of the Ultimate plan.

**What can I see on the live map?**

Everyone who is sharing their location, plus customers, jobs and vehicles as places on the same map.

Related: Live monitoring · Van tracking without the hardware · Pricing · Team and safety · The build timeline

See also: canvassing a new round, with canvassers on Live Monitoring

### 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>AssemblySoft DevOps</dc:creator>
      <category>Product</category>
      <category>Engineering</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-where-is-the-van-live-monitoring-begins-jpg/cover-where-is-the-van-live-monitoring-begins.jpg?v=1t7d9jbr" type="image/jpeg" length="196327" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-where-is-the-van-live-monitoring-begins-jpg/cover-where-is-the-van-live-monitoring-begins.jpg?v=1t7d9jbr" medium="image" />
    </item>
    <item>
      <title>October 2025: one set of maps, built on Google Maps</title>
      <link>https://tradeyoke.net/blog/google-maps-across-tradeyoke</link>
      <guid>https://tradeyoke.net/blog/google-maps-across-tradeyoke</guid>
      <pubDate>Tue, 14 Oct 2025 09:24:00 GMT</pubDate>
      <description>By October 2025 TradeYoke needed maps in many places. We built one shared set on Google Maps, so a customer, a job and the whole team all use the same map.</description>
      <content:encoded><![CDATA[Part 28 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: September 2025: directions to the door, from the job or the customer. Next: November 2025: where is everybody? Live monitoring begins. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke uses one shared set of map components built on Google Maps, so the map on a customer, a job and the live team map behave the same. When a map is opened, your browser or app loads it from Google, which receives your IP address and the area you are viewing; TradeYoke does not send Google your name, account or workspace details.

### Key takeaways

One shared set of map components is used everywhere a map appears.Maps and directions are provided by Google Maps Platform.When you open a map, Google receives your IP address and the area you are viewing. It does not receive your name or workspace details from us.The privacy policy says this in plain words.

### Maps in more than one place

By October 2025 maps were needed in a lot of places: the customer's address, a job's location, the planner and, soon, where the team is. The easy way to do that is to build a map each time. The result is maps that look different and behave differently, and a bug fixed in one that is still there in the others. So we built one shared set of map components and used them everywhere.

### Why Google Maps

We chose Google Maps for the map itself because it is the map tradespeople already know: the satellite view shows a roof or a garden, and Street view shows a gate. Customers and staff do not need to learn anything.

### What you can do with it

See a customer or a job on a map, with the address pinned.Switch between Map and Satellite, useful for seeing a roof or a lawn.Choose what to show, such as vehicles, jobs and customers, on the full map.Get directions, from the same place.

### Being straight about privacy

Using Google Maps means Google is involved, and we think you should know how. When you open a map, your browser or app loads it directly from Google, so Google receives your IP address and the area of the map you are viewing. When you ask for a route from where you are, Google also receives that starting position. We do not send Google your name, your account or your workspace details, and maps in TradeYoke are not used for advertising. If you never open a map, nothing is sent. This is written into our privacy policy, in the section on who we share data with.

### The engineering lesson

A shared component is only worth it if everyone uses it. The rule we set was that no screen draws its own map: it asks for the shared one. That made later features, including live monitoring, far quicker to build.

### Next

November: the question every van owner asks at some point. Where is everybody?

### Questions people ask

**What does Google receive when I open a map in TradeYoke?**

Your IP address and the area of the map you are viewing, and your starting position if you ask for a route from where you are. TradeYoke does not send Google your name, account or workspace details.

**Can I see satellite view in TradeYoke?**

Yes. On the full-screen map you can switch between Map and Satellite.

Related: Live monitoring · Customers and CRM · Privacy Policy · A customer record on 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>AssemblySoft DevOps</dc:creator>
      <category>Engineering</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-google-maps-across-tradeyoke-jpg/cover-google-maps-across-tradeyoke.jpg?v=2j5tel1z" type="image/jpeg" length="134424" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-google-maps-across-tradeyoke-jpg/cover-google-maps-across-tradeyoke.jpg?v=2j5tel1z" 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>August 2025: getting the address right, with postcodes and map pins</title>
      <link>https://tradeyoke.net/blog/getting-the-address-right-postcodes-and-pins</link>
      <guid>https://tradeyoke.net/blog/getting-the-address-right-postcodes-and-pins</guid>
      <pubDate>Tue, 12 Aug 2025 10:22:00 GMT</pubDate>
      <description>Everything on a round depends on the address. August 2025 added type-ahead address search, UK postcode lookup and a pin on a map for every customer.</description>
      <content:encoded><![CDATA[Part 26 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: July 2025: one signature pad, used wherever a customer or an engineer signs. Next: September 2025: directions to the door, from the job or the customer. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke helps you enter an address: a type-ahead search suggests addresses as you type, a UK postcode lookup fills in the county, and the address is turned into a map location so the customer appears as a pin. A pin is what lets the app show who is nearby and give directions.

### Key takeaways

Type-ahead suggestions mean fewer typos and fewer wrong addresses.A UK postcode lookup fills in the town and county.Each address becomes a map location, which is what makes routes and directions possible.Good addresses are the foundation for everything that comes after.

### A round is a set of places

Everything geographic in a field-service app starts with an address. A route is a list of places in an order. A map is a set of pins. Directions need somewhere to go. Until an address becomes a real point on a map, none of that works. So in August 2025 we made addresses properly.

### What we built

Type-ahead search. As you type an address, suggestions appear. Choosing one fills in the whole address, which is faster than typing and avoids typos.UK postcode lookup. Enter a postcode and the town and county are filled in.A map location for every address. The address is converted into a point on the map, so the customer appears as a pin. Without that step the map is empty.Shared map pieces. The same map components are used wherever a map appears, in a customer record, a job, and later the live map, so they behave the same everywhere.

### Why this was a separate piece of work

Addresses go wrong in familiar ways. "Rose Cottage, near the church" is not an address. "14A High Street" can be two places in two towns. A customer typed in from memory in 2019 may be wrong in ways nobody noticed because nobody needed it to be right. The moment a map appears, every wrong address is visible. We expected that, and that is why the map work came after the address work.

### A kindness to the data

When you import customers from a spreadsheet, you can fix addresses afterwards, as you meet each customer. You do not need a perfect list to start; you need a list that gets better as you use it.

### Next

September: the first thing a good address makes possible, which is getting to the door.

### Questions people ask

**Does TradeYoke look up UK postcodes?**

Yes. Entering a UK postcode fills in the town and county, and type-ahead suggests addresses as you type.

**Why does a customer need a map location?**

The location is what lets TradeYoke show the customer on a map, order a day's stops by distance and give directions to the door.

Related: Customers and CRM · Plan my day · 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>AssemblySoft DevOps</dc:creator>
      <category>Engineering</category>
      <category>Window cleaning</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-getting-the-address-right-postcodes-and-pins-jpg/cover-getting-the-address-right-postcodes-and-pins.jpg?v=1uz2xatz" type="image/jpeg" length="192829" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-getting-the-address-right-postcodes-and-pins-jpg/cover-getting-the-address-right-postcodes-and-pins.jpg?v=1uz2xatz" 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>June 2025: inspections, checklists with pass or fail, evidence and sign-off</title>
      <link>https://tradeyoke.net/blog/inspections-checklists-with-evidence-and-sign-off</link>
      <guid>https://tradeyoke.net/blog/inspections-checklists-with-evidence-and-sign-off</guid>
      <pubDate>Tue, 10 Jun 2025 08:20:00 GMT</pubDate>
      <description>June 2025 brought inspections: a checklist you build once, work through on site marking each item pass or fail, with evidence for every fail, signed off and sent as a report.</description>
      <content:encoded><![CDATA[Part 24 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: May 2025: site surveys, because some jobs need looking at before you can price them. Next: July 2025: one signature pad, used wherever a customer or an engineer signs. See every part on the build timeline.

### Quick answer

Quick answer: An inspection in TradeYoke is a checklist you build once and work through on site, marking each item pass or fail. A fail needs evidence, such as a photograph, and the finished inspection is signed off on the screen and sent as a report. Trades supply starter checklists, and inspections can repeat on a schedule.

### Key takeaways

You build a checklist template once and reuse it.Each item is pass or fail, and a fail needs evidence.Progress saves as you go, and the inspection can be signed off on the screen.The result becomes a report you can send, and inspections can recur.

### From survey to inspection

A survey happens before the work. An inspection checks work that is installed or underway: a vehicle check, a safety walk-round, a handover. In June 2025 we built the inspection tool on the same foundation as the survey, because the shape of the job is the same: a list of things to check, and a record of what you found.

### The design

Templates you build once. An inspection is a checklist, and you create it in a builder. Each item can carry guidance, such as a note or a picture, to show what a pass looks like.Starter templates from the trades. Each trade supplies sensible starting checklists, so you are editing, not starting from a blank page.Pass or fail, with evidence. Each item is marked pass or fail. A fail needs evidence, usually a photograph, so a failed item is never just a tick.Progress that saves. You can stop and carry on. An inspection that is half done is not lost.Sign-off. The finished inspection is signed on the screen.A report. The result is composed into a report you can send to the customer.

### Why evidence on a fail

The reason for the rule is simple. "Failed: cracked" is a statement. "Failed: cracked", with a photograph, is a record. A fail is the item most likely to be questioned later, so it is the item that most needs proof.

### Recurring checks

Many inspections come round again: a monthly vehicle check, a regular site walk. They can recur on a schedule and appear in the jobs list and on the diary like any other visit. The lone working guide shows how the same idea supports safety checks.

### Next

July: the signature pad, and where all this paperwork ends up.

### Questions people ask

**Can I build my own inspection checklist in TradeYoke?**

Yes. You build a template once, with guidance for each item, and reuse it. Trades also supply starter checklists.

**What happens when an inspection item fails?**

A fail needs evidence, such as a photograph, so it is recorded properly. The finished inspection is signed off and composed into a report you can send.

Related: Paperwork and compliance · Document library · Roles, permissions and audit · Keeping a lone worker safe · 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>AssemblySoft DevOps</dc:creator>
      <category>Engineering</category>
      <category>Guides</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-inspections-checklists-with-evidence-and-sign-off-jpg/cover-inspections-checklists-with-evidence-and-sign-off.jpg?v=z8tuujb" type="image/jpeg" length="127977" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-inspections-checklists-with-evidence-and-sign-off-jpg/cover-inspections-checklists-with-evidence-and-sign-off.jpg?v=z8tuujb" 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>April 2025: expiry dates, so a certificate never runs out unnoticed</title>
      <link>https://tradeyoke.net/blog/expiry-dates-and-certificates-never-miss-a-renewal</link>
      <guid>https://tradeyoke.net/blog/expiry-dates-and-certificates-never-miss-a-renewal</guid>
      <pubDate>Tue, 29 Apr 2025 09:22:00 GMT</pubDate>
      <description>Insurance, an MOT, a competence certificate: the paperwork that runs out is the paperwork that costs most when you miss it. April 2025 added expiry dates to the library.</description>
      <content:encoded><![CDATA[Part 22 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: April 2025: searching inside your documents, not just their names. Next: May 2025: site surveys, because some jobs need looking at before you can price them. See every part on the build timeline.

### Quick answer

Quick answer: In TradeYoke any library document can carry an expiry date, and a dashboard tile shows documents that have expired or are about to. Certificates a trade produces are filed with their expiry date automatically, against the job and the customer, so renewals are visible rather than remembered.

### Key takeaways

Any document can have an expiry date.A dashboard tile lists what has expired and what is about to.Certificates created in the trade modules are filed with their expiry for you.The same applies to company and vehicle documents, such as insurance and an MOT.

### The cost of the one you forgot

Most paperwork just sits there. A few documents have a clock on them: public liability insurance, a vehicle's MOT and insurance, a qualification or competence card, a safety certificate you issued to a customer. Miss the date on one of these and the consequence is not a tidy filing problem. It is an uninsured week, a vehicle off the road, or a customer asking why their annual record has lapsed.

### Putting the date on the document

In April 2025 we added an expiry date to the library. You set it on the document, and it stays with the document. Nothing else changes about how you use the library.

### The tile that tells you

The date is only useful if something looks at it. A dashboard tile lists documents that have already expired and those that are about to, so the first thing you see when you open TradeYoke on a Monday is what needs renewing. You do not have to remember to go and look.

### Certificates file themselves

For the trades in pilot with certificate records, such as electrical certificates, landlord gas safety records and solar commissioning documents, the certificate you produce is drawn as a document, filed against the job and the customer in the library, and given its expiry date as it goes. A landlord's annual gas safety record, for instance, appears on the customer's record with the date it runs out. Nobody types it twice.

### Across the business

Because the same expiry works for every kind of document, it works for the van and the company as well as the job. An MOT filed on a vehicle's documents and an insurance schedule filed in the company library appear in the same tile as a customer's certificate.

### A practical routine

File every dated document when you get it, with its date.Check the tile at the start of the week.Renew a month ahead where you can, because renewals rarely happen on the day you ask.

### Next

May: surveys, because bigger jobs need a look before you can quote.

### Questions people ask

**Can TradeYoke remind me when a certificate or insurance document expires?**

Documents can carry an expiry date, and a dashboard tile shows those that have expired or are about to, so you see renewals when you open the app.

**Are certificates filed with an expiry date automatically?**

For the trades with certificate records, yes: the certificate is filed against the job and the customer with its expiry date as it is produced.

Related: Documents and search · Electrical certificates · Gas safety records · 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>AssemblySoft Business</dc:creator>
      <category>Guides</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-expiry-dates-and-certificates-never-miss-a-renewal-jpg/cover-expiry-dates-and-certificates-never-miss-a-renewal.jpg?v=3f1or3u1" type="image/jpeg" length="199656" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-expiry-dates-and-certificates-never-miss-a-renewal-jpg/cover-expiry-dates-and-certificates-never-miss-a-renewal.jpg?v=3f1or3u1" medium="image" />
    </item>
    <item>
      <title>April 2025: searching inside your documents, not just their names</title>
      <link>https://tradeyoke.net/blog/searching-inside-your-documents-not-just-their-names</link>
      <guid>https://tradeyoke.net/blog/searching-inside-your-documents-not-just-their-names</guid>
      <pubDate>Tue, 15 Apr 2025 09:21:00 GMT</pubDate>
      <description>A library is only as good as your ability to find things in it. In April 2025 we made the library search inside the files, not just at their names.</description>
      <content:encoded><![CDATA[Part 21 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: April 2025: what happens after a quote is sent. Next: April 2025: expiry dates, so a certificate never runs out unnoticed. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke's document search reads the text inside PDFs, Word, Excel and PowerPoint files, plain text, web pages and scanned images (using optical character recognition), and shows a snippet of the match. A search for a serial number or a customer's name finds the document that mentions it, whatever the file is called.

### Key takeaways

Search looks at the words inside the file, not only at its name.It reads PDFs, Word, Excel and PowerPoint, text, HTML and scanned images.Results show a snippet, so you can tell the right one at a glance.New and older documents are indexed in the background, so nothing needs re-uploading.

### The file called scan0042

Every business has one. A scanner or a phone names the file for you, and months later you are looking for the certificate that mentioned a particular boiler, and all you have is a list of names that mean nothing. Filing against the job and customer helps, but only when you remember which job it was.

### What the search reads

In April 2025 we added a full-text index to the library. It reads the text inside the file:

PDFs, including the text layer.Word, Excel and PowerPoint files.Plain text and web pages.Images and scans, using optical character recognition, so a photographed page can be found by the words printed on it.

A search then shows a snippet around the match, so you can often tell it is the right document without opening it.

### Indexing that looks after itself

An index that has to be rebuilt by hand is an index nobody trusts. New documents are read as they arrive, and a background pass works through anything that was uploaded before the index existed, so older paperwork becomes searchable without anyone re-uploading it. If a file cannot be read the first time, it is picked up again on a later pass.

### Video too

A short video taken on site can hold the one useful sentence, such as a customer describing what is wrong. Videos can be transcribed, and the transcript is searchable alongside the documents.

### What it is good for

Finding the certificate that mentions a serial number.Finding every document that names a particular customer or street.Finding the manual page about an error code (the Knowledge shelf uses the same search).

### Next

Later in April: dates. A certificate you can find is good; one you are told about before it runs out is better.

### Questions people ask

**Can TradeYoke search inside a scanned PDF or a photo of a page?**

Yes. Scanned pages and images are read with optical character recognition, so a search for words printed on them finds the document.

**Does searching documents work on older files I uploaded earlier?**

Yes. A background pass indexes documents uploaded before search was added, so you do not need to upload them again.

Related: Documents and search · A document library that finds a certificate in seconds · 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>AssemblySoft DevOps</dc:creator>
      <category>Engineering</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-searching-inside-your-documents-not-just-their-names-jpg/cover-searching-inside-your-documents-not-just-their-names.jpg?v=3g30uyw9" type="image/jpeg" length="196625" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-searching-inside-your-documents-not-just-their-names-jpg/cover-searching-inside-your-documents-not-just-their-names.jpg?v=3g30uyw9" medium="image" />
    </item>
    <item>
      <title>April 2025: what happens after a quote is sent</title>
      <link>https://tradeyoke.net/blog/the-quotes-board-and-what-happens-after-sent</link>
      <guid>https://tradeyoke.net/blog/the-quotes-board-and-what-happens-after-sent</guid>
      <pubDate>Tue, 08 Apr 2025 09:18:00 GMT</pubDate>
      <description>Most quotes are won or lost in the days after they are sent. April 2025 added a board that shows where every quote stands, and the means to revise and follow up.</description>
      <content:encoded><![CDATA[Part 20 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: March 2025: documents on every record, for the job, the customer, the van and the company. Next: April 2025: searching inside your documents, not just their names. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke's quotes board shows every quote as waiting on the customer, accepted, ready to book or booked. A sent quote can be revised into a new draft that keeps its reference, and follow-ups suggest a gentle chase message for quotes that have had no answer, which you can send now or schedule.

### Key takeaways

Most quotes are decided in the days after they are sent, so tracking them matters.The board shows waiting, accepted, ready to book and booked at a glance.A revised quote keeps its reference and the old one is frozen, so there is never any doubt which is current.Follow-ups are written to be softer at first and firmer later.

### A quote that nobody follows up is a gift

You send a quote and the customer says they will think about it. Then nothing. Most tradespeople know the feeling, and most lose work this way, not because the price was wrong, but because the quote was forgotten. April 2025 was about what happens after the quote leaves.

### The board

Every quote sits in one of four places: waiting on the customer, accepted, ready to book, or booked. You can see at a glance what is waiting for an answer and what needs booking. It is the same idea as a diary: the system keeps the list, so you do not have to.

### Revising without losing

Customers change their mind: a smaller job, an extra window. A quote can be revised into a new draft that keeps the same reference with a revision number, and carries the lines and wording across. The old quote is frozen and its link opens only to say the quote has been updated. That avoids the classic muddle of two versions in circulation.

### Following up

TradeYoke shows which quotes are due a follow-up: sent some days ago, no answer, not chased recently. A follow-up message is drafted for you, softer the first time and firmer by the third, and you can send it now or schedule it. Each chase is recorded on the quote. You stay in control: nothing is sent without you. Chasing late payments the polite way uses the same tone for invoices.

### Why we kept it plain

There are tools that automate whole sequences. We kept this part deliberately simple: a visible board, a drafted message, your decision. The customer is often a neighbour, and the message should sound like one.

### Next

May: surveys. For bigger jobs, you need to go and look before you can quote.

### Questions people ask

**How do I follow up a quote in TradeYoke?**

Quotes that have had no answer for a while appear as due a follow-up. TradeYoke drafts an email and text for you, which you can send now or schedule, and records the chase on the quote.

**Can I change a quote I have already sent?**

Yes. Revise it into a new draft that keeps the reference and carries the lines across. The old quote is frozen and its link says it has been updated.

Related: Quotes and estimates · Quoting faster on site · Chasing late payments the polite way · 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>AssemblySoft Business</dc:creator>
      <category>Product</category>
      <category>Guides</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-the-quotes-board-and-what-happens-after-sent-jpg/cover-the-quotes-board-and-what-happens-after-sent.jpg?v=1jgorpqv" type="image/jpeg" length="77797" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-the-quotes-board-and-what-happens-after-sent-jpg/cover-the-quotes-board-and-what-happens-after-sent.jpg?v=1jgorpqv" 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>March 2025: the page a customer accepts a quote on</title>
      <link>https://tradeyoke.net/blog/the-page-a-customer-accepts-a-quote-on</link>
      <guid>https://tradeyoke.net/blog/the-page-a-customer-accepts-a-quote-on</guid>
      <pubDate>Tue, 11 Mar 2025 08:17:00 GMT</pubDate>
      <description>March 2025 gave the customer somewhere to say yes: a secure link to the quote, no login, with lines they can untick and a way to tell you when suits.</description>
      <content:encoded><![CDATA[Part 18 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: February 2025: quotes that start from the customer record, not a blank page. Next: March 2025: documents on every record, for the job, the customer, the van and the company. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke gives each quote a secure link. The customer opens it on any phone, with no app or login, and can accept or decline, untick optional lines, say when suits them and send a message back. What they do is recorded on the quote's timeline, and you can turn an accepted quote into a job.

### Key takeaways

The customer needs no app or login: the link is a plain web page that works on a phone.They can accept, decline, untick optional lines and say when suits.Every action is recorded on the quote's timeline.You can revoke a link if it was sent in error.

### A link, not an attachment

An emailed PDF has two problems: it gets lost, and there is no way to say yes to it. In March 2025 we built the other half of quoting: a link the customer opens to see the quote and respond.

### What the customer sees

The quote, laid out for a phone.Accept or decline, in one tap.Optional lines, which they can untick, with the total following every change.When suits them, so the preference reaches you with the answer.A box to message you, whose reply joins their communications thread.

They do not need an account, because asking a customer to register to accept a quote loses quotes.

### Keeping it safe

A link anyone can open needs care. Each link is a long random token, not something a person could guess, and you can revoke it from the quote at any time. The page does not expose anything beyond the quote itself. It is a public page, so it was built to be careful about what it shows and what it accepts.

### The timeline

Every response (opened, accepted, declined, preference stated, message sent) is recorded on the quote with the time. When a customer says "I never saw it", you can see whether and when they did. That is not about catching anyone out; it is about being able to answer the question calmly.

### From accepted to booked

You see accepted quotes on a board and claim one for booking. Doing so turns it into a job and carries its lines across. If you change your mind, you can release it. The point of the design is that the quote and the job stay one story.

### Next

April: what to do after the quote is sent, and keeping track of where every quote is.

### Questions people ask

**Does a customer need an account to accept a TradeYoke quote?**

No. The quote page is a plain web page that works on any phone, with no app or login.

**Can I stop a customer using a quote link?**

Yes. You can revoke the link from the quote.

Related: Quotes and estimates · Email and SMS messaging · 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>AssemblySoft DevOps</dc:creator>
      <category>Engineering</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-the-page-a-customer-accepts-a-quote-on-jpg/cover-the-page-a-customer-accepts-a-quote-on.jpg?v=29ov50yf" type="image/jpeg" length="161879" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-the-page-a-customer-accepts-a-quote-on-jpg/cover-the-page-a-customer-accepts-a-quote-on.jpg?v=29ov50yf" medium="image" />
    </item>
    <item>
      <title>February 2025: quotes that start from the customer record, not a blank page</title>
      <link>https://tradeyoke.net/blog/quotes-from-the-same-record</link>
      <guid>https://tradeyoke.net/blog/quotes-from-the-same-record</guid>
      <pubDate>Tue, 11 Feb 2025 10:16:00 GMT</pubDate>
      <description>February 2025 started quoting. A guided quote built from your trade's catalogue and your own prices, sent as a branded PDF, and turned into the job when it is accepted.</description>
      <content:encoded><![CDATA[Part 17 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: January 2025: how customers pay, with pay links, cards and Direct Debit. Next: March 2025: the page a customer accepts a quote on. See every part on the build timeline.

### Quick answer

Quick answer: In TradeYoke a quote is built in a guided wizard from your trade's catalogue and your own lines, produces a branded PDF that says whether it is a draft, sent, accepted, declined or expired, and carries over to the job when accepted, so nothing is retyped. Quotes are included on every plan, including Free.

### Key takeaways

A quote starts from the customer record, so name and address are already there.Lines come from your trade's catalogue and your own price list, and totals and VAT work themselves out.The PDF shows its own state: draft, sent, accepted, declined or expired.An accepted quote becomes the job, with its lines on it.

### Quoting is the start of the job

February 2025 began the quoting work. We decided early that a quote should not be a separate document. A quote is the start of a job, so it should begin from the customer who is asking for it, and when it is accepted it should become that job, not be copied across by hand.

### The guided quote

You choose the customer and the quote wizard guides you through the rest.

Lines from the catalogue. Each trade ships with a catalogue of what it does, which you can edit. You can add your own lines too.Totals and VAT are worked out as you go.A valid-until date, so an old quote does not come back to haunt you.Issue it, and it goes to the customer.

### A document that knows what state it is in

The quote PDF carries your branding and says whether it is a draft, sent, accepted, declined or expired. That sounds like a detail, but it stops the worst mistake in quoting: someone acting on a quote that has since been withdrawn or has expired.

### Why catalogues matter

The slowest part of quoting is looking up what you charge. A catalogue turns that into a tap. We wrote more about the speed side in quoting faster on site. A price book, with buy price, markup and sell price, was added later for trades that need it.

### Plan note

Quotes are included on every plan, including Free. Check the pricing page for what each plan includes.

### Next

March: the page the customer sees when they receive the quote, and how they say yes.

### Questions people ask

**How do I create a quote in TradeYoke?**

Choose the customer, open the quote wizard, pick lines from your trade's catalogue or add your own, set a valid-until date and issue it. The PDF carries your branding.

**Does an accepted quote become a job?**

Yes. An accepted quote becomes a job with its lines already on it, and the invoice can later be raised from the job.

Related: Quotes and estimates · Jobs and the job wizard · 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>AssemblySoft Business</dc:creator>
      <category>Product</category>
      <category>Guides</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-quotes-from-the-same-record-jpg/cover-quotes-from-the-same-record.jpg?v=3fjsibkn" type="image/jpeg" length="198596" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-quotes-from-the-same-record-jpg/cover-quotes-from-the-same-record.jpg?v=3fjsibkn" medium="image" />
    </item>
    <item>
      <title>January 2025: how customers pay, with pay links, cards and Direct Debit</title>
      <link>https://tradeyoke.net/blog/pay-links-cards-and-direct-debit-how-customers-pay</link>
      <guid>https://tradeyoke.net/blog/pay-links-cards-and-direct-debit-how-customers-pay</guid>
      <pubDate>Tue, 14 Jan 2025 09:15:00 GMT</pubDate>
      <description>January 2025 was about getting paid faster: a pay link on the invoice, cards through Stripe, Direct Debit through GoCardless, and every payment settled back onto the ledger automatically.</description>
      <content:encoded><![CDATA[Part 16 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: December 2024: part payments, receipts and knowing who owes you. Next: February 2025: quotes that start from the customer record, not a blank page. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke connects to Stripe for card payments and GoCardless for Direct Debit. You send the customer a pay link for an invoice, they pay online, and a signed notification from the provider settles the invoice on the ledger automatically. Stripe and GoCardless are the payment providers; TradeYoke records the outcome.

### Key takeaways

A pay link on an invoice lets the customer pay online without an account.Cards go through Stripe and Direct Debit through GoCardless; you can mark one as your primary.Payments settle back onto the ledger on their own, from signed notifications.A payment can be refunded in full or in part, and an unpaid link can be cancelled.

### Why the pay link came first

By January 2025 an invoice could be issued and a payment recorded by hand. The next question for any trade business is: how do customers pay, and how fast? A cheque in the post is slow. A bank transfer needs the customer to find your details. The fastest route is a link: the customer taps it and pays.

### The request-link model

We built online payments around a simple model. You send the customer a pay link for an invoice, by text or email. They open it, pay by card or set up a Direct Debit, and are returned to a confirmation page. The provider then tells TradeYoke the payment happened, using a notification that carries a signature so it cannot be faked, and the invoice is settled on the ledger without anyone clicking anything.

### Two providers, on purpose

Stripe for card payments. Connecting is guided, so you do not need to hunt for keys.GoCardless for Direct Debit, which suits the customer who pays the same amount every month.

You can mark one as your primary. A business that is just starting can run without either and record payments by hand. Window cleaners tend to want both: cards for the occasional customer, Direct Debit for the regular one. Direct Debit for window cleaners explains when each makes sense.

### Things that go wrong, handled

A refund, in full or in part, is recorded as part of the history.An unpaid link can be cancelled, so an old link cannot be used by mistake.Each payment attempt has a timeline of what the provider reported, so when a customer says they paid, you can see what happened.

### What we are careful about

The customer pays on the provider's page, so card details are handled by the provider, and TradeYoke is told the result. That is simpler to explain to a customer. See get paid the same day for the practical side.

### Next

February: quoting. If invoicing is the end of a job, a quote is the start.

### Questions people ask

**Can customers pay a TradeYoke invoice online?**

Yes. You send a pay link for the invoice, the customer pays by card, and the payment settles on the ledger automatically.

**Which payment providers does TradeYoke use?**

Stripe for card payments and GoCardless for Direct Debit. Taking card payments is part of the Premium plan; see the pricing page for details.

Related: Invoicing and payments · Customer portal · Get paid the same day · Direct Debit for window cleaners · 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>AssemblySoft Business</dc:creator>
      <category>Payments</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-pay-links-cards-and-direct-debit-how-customers-pay-jpg/cover-pay-links-cards-and-direct-debit-how-customers-pay.jpg?v=10kfjorb" type="image/jpeg" length="116398" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-pay-links-cards-and-direct-debit-how-customers-pay-jpg/cover-pay-links-cards-and-direct-debit-how-customers-pay.jpg?v=10kfjorb" medium="image" />
    </item>
    <item>
      <title>December 2024: part payments, receipts and knowing who owes you</title>
      <link>https://tradeyoke.net/blog/part-payments-receipts-and-who-owes-me</link>
      <guid>https://tradeyoke.net/blog/part-payments-receipts-and-who-owes-me</guid>
      <pubDate>Tue, 10 Dec 2024 09:14:00 GMT</pubDate>
      <description>December 2024 was about the end of the invoice: part payments, receipts, and a clear view of who owes what and how old the money is. Here is what we built and why.</description>
      <content:encoded><![CDATA[Part 15 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: November 2024: a ledger that cannot be quietly edited. Next: January 2025: how customers pay, with pay links, cards and Direct Debit. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke lets you record a part payment against an invoice, produces a receipt, and shows who owes you on a Who owes me page that groups debt by age: not yet due, 0 to 30, 31 to 60, 61 to 90 and over 90 days. The same figures appear in the morning email and the aged-debt report.

### Key takeaways

Part payments and receipts are recorded against the invoice, so the balance is always right.Who owes me groups debt by age, per piece of work rather than by the customer's worst invoice.The page, the morning email and the report all use the same figures, so they cannot disagree.

### Not every payment is the whole bill

By December 2024 invoices could be raised and paid in full. Real customers do not always pay in full. A deposit, a payment towards a bigger bill, a customer who pays half now and half on Friday: they are all normal. So the invoice had to accept a part payment, keep the balance right, and give the customer a receipt.

### Receipts

When a payment is recorded, the customer can have a receipt, produced as a PDF. It is a small thing and it settles a lot of "did I pay that?" questions before they become phone calls.

### The first "who owes me"

Alongside payments we built the view that matters most to a small business owner: who owes me, and for how long. The page groups unpaid money by age.

Not yet due0 to 30 days31 to 60 days61 to 90 daysOver 90 days

One design decision is worth explaining. The age is worked out for each piece of work, not for the customer as a whole. A customer who has one old unpaid invoice and several recent ones is not "90 days overdue"; they have one old debt and some current ones. Ageing each item separately tells you what to chase and what to leave alone.

### One set of figures

The same ageing is used in three places: the Who owes me page, the morning email, and the aged-debt report. They come from one calculation, so the three can never give you different answers. The morning "who owes me" report describes how the email works, and chasing late payments the polite way is about what to do with the list.

### Looking back at the year

By the end of 2024 the build had customers, jobs, a diary, a safe way in, and a way to bill and record payment. That is a business's core loop. In January we moved on to the next question: how do customers pay?

### Questions people ask

**Can I record a part payment in TradeYoke?**

Yes. A payment can be recorded against an invoice for less than the full amount. The balance updates and a receipt can be produced.

**How does TradeYoke show who owes me money?**

On the Who owes me page, grouped into not yet due, 0 to 30, 31 to 60, 61 to 90 and over 90 days, for the business and for each customer.

Related: Who owes me · Invoicing and payments · The who owes me morning report · Chasing late payments the polite way · 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>AssemblySoft Business</dc:creator>
      <category>Payments</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-part-payments-receipts-and-who-owes-me-jpg/cover-part-payments-receipts-and-who-owes-me.jpg?v=17md3l7b" type="image/jpeg" length="102301" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-part-payments-receipts-and-who-owes-me-jpg/cover-part-payments-receipts-and-who-owes-me.jpg?v=17md3l7b" medium="image" />
    </item>
    <item>
      <title>November 2024: a ledger that cannot be quietly edited</title>
      <link>https://tradeyoke.net/blog/an-invoice-ledger-that-cannot-be-quietly-edited</link>
      <guid>https://tradeyoke.net/blog/an-invoice-ledger-that-cannot-be-quietly-edited</guid>
      <pubDate>Tue, 12 Nov 2024 08:13:00 GMT</pubDate>
      <description>November 2024 was about trust. The invoicing ledger only ever adds entries: a correction is a new line, not an edit. Here is why that makes the books easier to trust.</description>
      <content:encoded><![CDATA[Part 14 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: October 2024: why invoicing came next, and what it had to get right. Next: December 2024: part payments, receipts and knowing who owes you. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke's invoicing ledger is append-only: entries are added and never rewritten, and a correction is a new entry that reverses or adjusts the old one. That means the history of every invoice, payment and credit is always visible, and balances and ageing are worked out from the same record rather than stored separately.

### Key takeaways

The ledger only adds entries; it never edits or deletes them.A correction is a new entry, so the history stays visible.Balances and ageing are worked out from the ledger, so they cannot disagree with it.Payments that do not match exactly have three clear resolutions: over, short and unmatched.

### Why not just edit the invoice?

The obvious way to build invoices is to store them and let people edit them. It is simple and it goes wrong in a very ordinary way: someone changes an amount, the customer's statement no longer matches what they were sent, and nobody can say who changed what or when. For a small business, that is a dispute you cannot easily win.

### Append-only, by design

In November 2024 we built the invoicing core as a ledger. Every event (an invoice issued, a payment received, a credit given) is added as a new entry. Nothing already written is changed or removed. If something was wrong, you add an entry that corrects it, and the original stays where it was.

### What that buys you

A history you can read. For any customer you can see exactly what happened, in order.Balances that cannot disagree. What a customer owes, and how old the debt is, are worked out from the ledger when needed. They are not a second copy that might drift.Safe retries. Each entry has a key so that a payment notification arriving twice is recorded once.Three honest ways to deal with odd payments. When a payment is more than the invoice, less than the invoice, or cannot be matched to one, there are three defined resolutions, not a silent guess.

### Many things bill, one place records it

Another design choice: anything in TradeYoke that earns money does so through one doorway. A window cleaning visit, a gardening job or a certificate hands its amount to the invoicing module; it does not write to the ledger itself. That keeps the rules in one place. It is also why credit notes, late fees and statements, which came later, could be built on the ledger without special cases.

### The cost

An append-only design is more work to build than an editable table. We think the work is worth it when it means a customer's statement always agrees with what they were sent. Next month: part payments, receipts and the first version of "who owes me".

### Questions people ask

**Can an issued invoice be edited in TradeYoke?**

No. The ledger only adds entries. If something was wrong, a correction is recorded as a new entry, such as a credit note, and the original stays visible.

**How does TradeYoke work out what a customer owes?**

From the ledger. Balances and how overdue they are are calculated from the recorded entries, so they cannot disagree with the invoices and payments.

Related: Invoicing and payments · Who owes me · Invoice fraud and account protection · 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>AssemblySoft DevOps</dc:creator>
      <category>Engineering</category>
      <category>Payments</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-an-invoice-ledger-that-cannot-be-quietly-edited-jpg/cover-an-invoice-ledger-that-cannot-be-quietly-edited.jpg?v=1z5lt0yf" type="image/jpeg" length="175909" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-an-invoice-ledger-that-cannot-be-quietly-edited-jpg/cover-an-invoice-ledger-that-cannot-be-quietly-edited.jpg?v=1z5lt0yf" medium="image" />
    </item>
    <item>
      <title>October 2024: why invoicing came next, and what it had to get right</title>
      <link>https://tradeyoke.net/blog/why-invoicing-came-next</link>
      <guid>https://tradeyoke.net/blog/why-invoicing-came-next</guid>
      <pubDate>Tue, 08 Oct 2024 10:12:00 GMT</pubDate>
      <description>With customers, jobs and a diary working, the next question was money. October 2024 started the invoicing work: why it followed the visit, and the three things it had to get right.</description>
      <content:encoded><![CDATA[Part 13 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: September 2024: getting an existing round in without retyping it. Next: November 2024: a ledger that cannot be quietly edited. See every part on the build timeline.

### Quick answer

Quick answer: Invoicing came next because a visit that is done but not billed is money not collected. The three things an invoice in TradeYoke had to get right were: raised from the job so nobody retypes it, numbered in sequence so it stands up to scrutiny, and recorded so it cannot be quietly changed afterwards.

### Key takeaways

Invoicing followed the diary because the money is attached to the visit.An invoice should be raised from the job, not retyped.Numbers run in sequence per year, and an issued invoice cannot be quietly edited.Customers can get the invoice by email as a PDF.

### Money follows the visit

By October 2024 a window cleaner could hold a round and see the day's work. But the visit that has just been done is also an amount of money, and the next thing most people do is work out who owes what. That is the order we had been building toward. If the visit is in the system, the bill should come from the visit.

### Three things it had to get right

Raised from the job. The customer, address, description and price are already there. Retyping them is where mistakes and delays come from. Any part of TradeYoke that bills (a window cleaning job today, others later) hands the amount to the invoicing module, which turns it into an invoice.Numbered properly. Invoices are numbered in sequence for each year. A gap or a duplicate is the kind of thing an accountant notices, so we made the numbering the system's job, not yours.Not quietly changeable. Once an invoice has been issued, it should not be possible to change it behind your back. Corrections should be visible as corrections. That decision led to the ledger described in the next article.

### What a first invoice does

You raise an invoice from a job, check it in a draft editor, issue it, and email it to the customer as a PDF. You can record a payment against it, whether cash, card, bank transfer or cheque, or mark it paid. You can also void it, with the voiding recorded. You can see how invoicing works today on the invoicing and payments page.

### Who it was for

The window cleaner, first. A customer who pays on the doorstep and a customer who is invoiced monthly are both common on a round, and the invoice had to cope with both without making the first group do extra work.

### Next

November: the ledger, and why an invoice that cannot be edited is a feature.

### Questions people ask

**Why does TradeYoke raise invoices from jobs?**

Because the customer, address and price are already on the job. Raising the invoice from it saves retyping and avoids the mistakes that retyping causes.

**What can I do with an invoice in TradeYoke?**

Raise it from a job, edit the draft, issue it with a sequential number, email it as a PDF, record cash, card, bank transfer or cheque payments, and void it if needed.

Related: Invoicing and payments · Getting paid · Best invoicing software for UK tradespeople · 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>AssemblySoft Business</dc:creator>
      <category>Payments</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-why-invoicing-came-next-jpg/cover-why-invoicing-came-next.jpg?v=y6qa3o7" type="image/jpeg" length="129820" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-why-invoicing-came-next-jpg/cover-why-invoicing-came-next.jpg?v=y6qa3o7" medium="image" />
    </item>
    <item>
      <title>September 2024: getting an existing round in without retyping it</title>
      <link>https://tradeyoke.net/blog/getting-an-existing-round-in-import-and-duplicates</link>
      <guid>https://tradeyoke.net/blog/getting-an-existing-round-in-import-and-duplicates</guid>
      <pubDate>Tue, 10 Sep 2024 09:11:00 GMT</pubDate>
      <description>Nobody wants to retype four hundred customers. September 2024 was about import: check the file first, show what will happen, never silently merge, and flag the duplicates.</description>
      <content:encoded><![CDATA[Part 12 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: August 2024: a diary that fills itself from the round. Next: October 2024: why invoicing came next, and what it had to get right. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke can import customers from a spreadsheet (CSV): it checks the file first and shows what will happen to each row before anything is written, flags likely duplicates, and lets you merge two customers with a preview of the record it will keep. Importing the same file again changes nothing.

### Key takeaways

A trade business should not have to retype its customer list to try new software.Check first, then import: you see what will happen to each row before anything is written.Re-importing the same file changes nothing, so a mistake is not a disaster.Duplicates are flagged and merged with a preview, never silently.

### The biggest barrier is the first afternoon

By September 2024 the app could hold a round, but a round only helps if you can get yours into it. For most businesses that means a spreadsheet, a notebook or an export from something else. If getting started means retyping four hundred customers, most people do not start.

### Design rules for an import

Check before you write. Import starts with a dry run. It reads the file, shows what it will do with every row, and lists the rows with problems. Nothing is written until you say so.Be safe to repeat. Importing the same file twice must not create the same customer twice. Re-importing changes nothing.Say what went wrong. Rows that fail come back as your own file with a Problem column added, so you can fix the row and try again.Never assume consent. Marketing consent is never imported; it has to be given by the customer.

### Duplicates are the real work

A spreadsheet that has grown over years has the same customer in it three ways: "J. Smith, 12 High St", "John Smith, 12 High Street" and one with just a phone number. We made duplicate detection part of the customer list itself, grouping likely matches and letting you merge two customers. The merge shows you the record it will keep, so you can see the outcome before you commit. It is also the reason a person is one contact whatever their role.

### What it is not

Import today works from a CSV file, not directly from other software. We would rather it did one thing reliably than many things nearly. Getting your first round into TradeYoke walks through the steps, and paper to app in one afternoon shows what a first week looks like.

### What came next

By the end of September the build had customers, jobs, a diary and a way in. The one thing it could not do was send a bill. October is when that started.

### Questions people ask

**Can I import my customers into TradeYoke?**

Yes. Import a spreadsheet as a CSV file. TradeYoke checks it first and shows what will happen to each row before it writes anything.

**What happens if I import the same file twice?**

Nothing changes the second time. Re-importing the same file does not create duplicate customers.

Related: Customers and CRM · Getting your first round into TradeYoke · Paper to app in one afternoon · 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>AssemblySoft DevOps</dc:creator>
      <category>Engineering</category>
      <category>Guides</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-getting-an-existing-round-in-import-and-duplicates-jpg/cover-getting-an-existing-round-in-import-and-duplicates.jpg?v=2gk9ygwn" type="image/jpeg" length="139274" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-getting-an-existing-round-in-import-and-duplicates-jpg/cover-getting-an-existing-round-in-import-and-duplicates.jpg?v=2gk9ygwn" 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: a library for the paperwork, filed where you will look</title>
      <link>https://tradeyoke.net/blog/signatures-photos-and-filing-the-paperwork</link>
      <guid>https://tradeyoke.net/blog/signatures-photos-and-filing-the-paperwork</guid>
      <pubDate>Tue, 30 Jul 2024 10:10:00 GMT</pubDate>
      <description>Once customers and jobs worked, the paperwork started to pile up: photos, certificates, notes and PDFs. In July 2024 we built a document library that files things where you will look.</description>
      <content:encoded><![CDATA[Part 10 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: July 2024: customers and jobs working end to end for window cleaning. Next: August 2024: a diary that fills itself from the round. See every part on the build timeline.

### Quick answer

Quick answer: The TradeYoke document library is a folder tree you can upload to or photograph into, where each document can be filed against a job and the customer at the same time, so it shows on both. It began in July 2024, soon after customers and jobs worked end to end.

### Key takeaways

The library is a normal folder tree: create, rename, move and delete folders.A document can be attached to a job and to the customer at once, so it shows in both places.On a phone you can photograph straight into the library.Sensitive documents can be protected with a password, and anything sent to a customer is recorded.

### The paperwork problem

Doing the work is one thing; being able to prove it later is another. By the summer of 2024 customers and jobs worked end to end in TradeYoke, and almost immediately the paperwork began to pile up: a photo of a cracked sill, a PDF from a supplier, an insurance certificate, a note scanned at the kitchen table. A pile of unfiled files is only a slower notebook.

### A library, not a dumping ground

We built the document library as an ordinary folder tree, because that is what people already understand. You can create a folder, rename it, move it and delete it, and you can upload files into it. Nothing clever, on purpose. The clever part is where a document can be filed.

### Filed against the job and the customer

A document is not just in a folder; it can be attached to the record it is about. File a photo against a job and it shows on that job. Attach it to the customer at the same moment and it shows on the customer's record too. That means it appears in two places, and you find it from whichever end you start: open the job, or open the customer.

### From the phone

Most paperwork starts on site, not at a desk. So you can photograph a document or a piece of work and file it straight from the phone, without emailing it to yourself first and filing it later. Later is where paperwork goes to die.

### Keeping some things private

Not every document is for everyone in the business. A document can be protected with a password, so the sensitive ones stay behind a gate even when the folder is shared.

### Sending it

Paperwork that goes to a customer is sent through the same route as other messages, so it is recorded in their history. You can see what was sent and when, and the copy in the library is stamped as sent. That is the other half of being able to prove it.

### What came next

The library was the foundation. Over the following months it spread across the rest of the system: onto every record, then searching inside the files and keeping certificates in date.

### Next

August: how a diary fills itself, with recurring visits.

### Questions people ask

**Where does TradeYoke keep completed documents?**

In the document library, a folder tree where each document can be filed against the job and the customer, so it shows on both.

**Can I photograph a document straight into TradeYoke?**

Yes. On a phone you can capture a photo and file it into the library without emailing it to yourself first.

Related: Documents and search · Paperwork and compliance · A document library that finds a certificate in seconds · 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>AssemblySoft DevOps</dc:creator>
      <category>Engineering</category>
      <category>Guides</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-signatures-photos-and-filing-the-paperwork-jpg/cover-signatures-photos-and-filing-the-paperwork.jpg?v=19naw569" type="image/jpeg" length="105487" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-signatures-photos-and-filing-the-paperwork-jpg/cover-signatures-photos-and-filing-the-paperwork.jpg?v=19naw569" medium="image" />
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