September 2025: directions to the door, from the job or the customer
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.
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Étiqueté « Building TradeYoke »
How TradeYoke was built, month by month from January 2024: customers and jobs, invoicing, quoting, surveys, inspections, maps and live monitoring.
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August 2025: getting the address right, with postcodes and map pins
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.
July 2025: one signature pad, used wherever a customer or an engineer signs
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.
June 2025: inspections, checklists with pass or fail, evidence and sign-off
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.
May 2025: site surveys, because some jobs need looking at before you can price them
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.
April 2025: expiry dates, so a certificate never runs out unnoticed
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.
April 2025: searching inside your documents, not just their names
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.
April 2025: what happens after a quote is sent
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.
March 2025: documents on every record, for the job, the customer, the van and the company
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.
March 2025: the page a customer accepts a quote on
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.
February 2025: quotes that start from the customer record, not a blank page
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.
January 2025: how customers pay, with pay links, cards and Direct Debit
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.