Youzse for trades

Jobs, quotes and invoicing for plumbers, electricians, builders and other trades.

3 min readUpdated

Youzse speaks your language. For plumbers, electricians, builders, roofers and other trades, the work is organised as jobs rather than appointments, and the layout follows your pipeline from first enquiry to paid invoice.

What it does for you

Capture the enquiry
Customers send you the job details from your public page, including the property address, how urgent it is and photos of what needs doing. Nothing gets lost in a missed call.

Services & Booking, then Booking Page & Brand, then Enquiry Form. The form on your public page when you are not taking online bookings.
Services & Booking, then Booking Page & Brand, then Enquiry Form. The form on your public page when you are not taking online bookings.

Quote the work properly
Build professional quotes with itemised lines, then send them for the customer to approve. When they say yes, convert the quote to an invoice in one step.

Schedule across sites
See your jobs on the calendar and keep track of who is where, even when you are running several sites at once.

Diary, then Calendar, in week view. Day, 3-Day, Week and Month sit at the top right.
Diary, then Calendar, in week view. Day, 3-Day, Week and Month sit at the top right.

Get paid
Collect a deposit before work begins, then invoice with UK VAT and take card payment through a secure link. See at a glance what is paid and what is overdue.

Finances, then Payment Links. A link the customer can pay without an invoice number.
Finances, then Payment Links. A link the customer can pay without an invoice number.

Keep customer records
Every customer carries their site addresses and job history, so a return visit takes seconds to set up.

Getting set up

  1. 1Set up your business profile with your trade and service area.
Services & Booking, then Booking Page & Brand, on Details. Name, logo, cover and contact details.
Services & Booking, then Booking Page & Brand, on Details. Name, logo, cover and contact details.
  1. 2Decide which work is bookable online and which is quote only.
Settings, then Business Profile & Appearance, on the Public page tab. Online booking, an enquiry form or both.
Settings, then Business Profile & Appearance, on the Public page tab. Online booking, an enquiry form or both.
  1. 3Send your first quote and convert it to an invoice when it is accepted.
Finances, then Invoices & Quotes, then Quotes. Create one here and the customer can accept it from the email.
Finances, then Invoices & Quotes, then Quotes. Create one here and the customer can accept it from the email.

There is 0% commission on new clients won through Youzse. The work you win stays yours.

Common questions

Can I quote before booking the work in?

Yes. Send a quote, and convert it to a booking or an invoice once it is accepted.

Can I invoice a business rather than a person?

Yes, using company records with their own billing address and VAT number.

Clients, then Companies. A company groups the people who book for that business.
Clients, then Companies. A company groups the people who book for that business.

Does it work on a phone on site?

Yes. Quotes, invoices and payments can all be handled from a phone between jobs.

Topics

IndustryTradesPlumbersElectriciansBuilders

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