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.
Autor
AssemblySoft Business
The business team behind TradeYoke: pricing, getting paid, and running a trade business.
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.
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.
December 2024: part payments, receipts and knowing who owes you
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.
October 2024: why invoicing came next, and what it had to get right
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.
Why we published our terms and privacy notice from the start
In June 2024 we first published TradeYoke's terms of service and privacy notice. Why we think a software business should write its rules down early, and how they are kept up to date.