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What is YourTradeBase?

Carry out all assignments flawlessly while ensuring everything stays well-structured. Maximize your efficiency, take the lead, and impress your clients through effective scheduling, communication, and meticulous documentation of tasks. Streamline your professional experience with specialized tools tailored for trades, fostering customer loyalty in the process. Quickly set up appointments and receive immediate confirmations to enhance productivity. Improve your job booking system with online scheduling, timely client notifications, and simple methods to keep all parties updated. Effortlessly coordinate your teams with clear calendars, crucial notes, and daily tasks that facilitate easy collaboration. Keep track of tasks and projects to ensure a clear view of progress at all times. Manage multiple projects with organized job sheets and pipelines that enable smooth and consistent operations. Maintain easy access to every task, allowing you to retrieve quotes, notes, and assignments quickly through mobile job files that transform work management into a more efficient process. Additionally, these innovative tools free you to concentrate on what is most important—providing outstanding service and cultivating lasting relationships with your clients while ensuring that your workload is balanced and manageable.

What is WebRate?

Offering round-the-clock quotes directly from your website enhances customer convenience while simultaneously saving you precious time. With an extensive selection of over 350 class codes for Business Owners Policies (BOP) and an additional 40 specifically for Contractors, you can provide real-time rates that your agency can easily issue. By simply adding a quote button to your site that links to your customized quoting page, you eliminate the need for technical support or web development assistance. The traditional process of securing commercial quotes can often be cumbersome, requiring significant information collection and repetitive data entry across multiple carrier sites. Now, your customers can conveniently click the “Get a Quote” button at any time, even during off-hours like Sunday nights or late Tuesday evenings when your office is not operational. They can enter their information and choose their preferred coverages, thus simplifying the procedure for both parties and easing potential stress. Customers receive instant quotes, while you are promptly notified via text or email with all relevant details. This setup fosters a beneficial situation for everyone involved. Moreover, IBQ Webrate is designed to be user-friendly, adjusting to various devices for optimal viewing experiences, thereby eliminating issues of squinting or accidental clicks. The entire process is crafted to be smooth and straightforward, making it incredibly easy to manage, and this efficiency is likely to enhance customer satisfaction significantly. Overall, this innovative approach not only streamlines operations but also strengthens client relationships.

Media

Media

Integrations Supported

Stripe
Xero

Integrations Supported

Stripe
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$31 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Forty Two

Date Founded

2009

Company Location

United Kingdom

Company Website

www.yourtradebase.com

Company Facts

Organization Name

IBQ Systems

Company Website

www.ibqsystems.com/commercial-webrate/

Categories and Features

Electrical Estimating

Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Plumbing Estimating

Change Orders
Commercial / Industrial
Cost Database
Data Import / Export
Fitting Management
For General Contractor
Overhead Costs Estimating
Prebuilt Assembly
Quotes / Proposals
Takeoff

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

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