# 1 YOURTRADEBASE ALTERNATIVE

Stop cross-referencing screens to piece together one job

YourTradebase handles quoting, scheduling, and invoicing well for solo trades. JobsiteOn links companies, properties, contacts, jobs, quotes, and invoices into one record, adds a dispatch board and an Action Center, and includes up to 25 users without per-seat fees.

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At a glanceJobsiteOnYourTradebase
Quoting and invoicing
Calendar scheduling
Property-level CRM
Linked records
Dispatch board

Does every job take three screens to reconstruct?

Quoting and invoicing are only half the job. The other half is knowing what connects to what.

Records live in silos

You're in a quote but can't find the invoice. You're in an invoice but can't find the quote. Every day, you're cross-referencing between screens to piece together one job.

Contacts get messy fast

Add a second person at the same company and you get duplicate clients or a messy stack of phone numbers under one name. You can't tell whose number is whose.

Dashboard without direction

You open your dashboard and see a wall of numbers. No priority. No “do this first.” You're left figuring out what actually needs your attention.

WHAT CHANGES

Here's what running the shop looks like

One record for the customer, the job, the money, and the proof.

Companies, properties, and contacts as real records

A property carries its own service history, equipment, and revenue rollup, and a company can hold as many contacts and sites as it actually has.

  • Company + contact hierarchy instead of duplicate clients
  • Equipment tracked per property, with contact-property roles
  • Revenue rollups per property and per company
Companies, properties, and contacts as real recordsJobsiteOn
Company + contact hierarchy instead of duplicate clients
Equipment tracked per property, with contact-property roles
Revenue rollups per property and per company

An Action Center instead of a wall of numbers

Unsent quotes, unscheduled jobs, and unpaid invoices are surfaced as work to do, and every metric is clickable straight through to the record.

  • Prioritized daily queue rather than a static dashboard
  • Clickable metrics that open the underlying list
  • Tasks that link to any entity in the system
An Action Center instead of a wall of numbersJobsiteOn
Prioritized daily queue rather than a static dashboard
Clickable metrics that open the underlying list
Tasks that link to any entity in the system

Quoting with a pricebook that scales

Assembly-based quoting and tiered client pricing mean the same job can be quoted consistently across crews without rebuilding the line items.

  • Centralized pricebook with assemblies
  • Tiered client pricing (Bronze / Silver / Gold)
  • Online approval, e-signatures, and branded PDFs
Quoting with a pricebook that scalesJobsiteOn
Centralized pricebook with assemblies
Tiered client pricing (Bronze / Silver / Gold)
Online approval, e-signatures, and branded PDFs

We move your YourTradebase data for you

Send us your export and our team loads customers, quotes, invoices, and history through the import wizard, sets up your pricebook and templates, and hands you an account that is ready to work.

Talk to Sales

Feature by feature

Both cover the basics. The difference shows up in records, dispatch, and what you pay per user.

YourTradebase

CRM & contacts

Customer database
Customer notes and attachments
Property-level records
Company + contact hierarchy
Linked records across all entities
Equipment tracking per property
Contact-property roles
Revenue rollups per property/company

Quoting & pricing

Quote creation & templates
Online approval + e-signatures
Branded PDF quotes
Centralized pricebook
Partial
Assembly-based quoting
Tiered client pricing (Bronze/Silver/Gold)

Service & operations

Calendar scheduling
Job sheets & field notes
Job tracking and status
Service history by property
Crew dispatch board
Tasks linked to any entity
Action Center dashboard
Clickable dashboard metrics
Role-based team permissions

Invoicing & payments

Invoice creation
Quote-to-invoice conversion
Online card payments
Tax calculations

Platform & onboarding

QuickBooks sync
Customer messaging
Built-in messages
Data import wizard
Done-for-you onboarding
No per-user fees (up to 25 users)

What it costs

Published tiers on our side. Check theirs before you sign.

JobsiteOn

$29+

per month, published, up to 25 users on Business

Starter $29/mo, Team $99/mo, Business $249/mo. Month-to-month, no implementation fee, and every plan includes a monthly AI credit pool.

YourTradebase

per user

monthly

YourTradebase publishes simple per-user pricing; confirm current seat counts and any onboarding costs before switching.

Why contractors switch from YourTradebase

The crew stops asking where things are

One record holds the company, property, job, quote, invoice, and history, so nobody re-derives a job from three screens.

Adding people doesn't add a bill

Up to 25 users are included rather than priced per seat, so a second office admin is a decision about work, not budget.

You start ready, not empty

We import your data and build your pricebook and templates before day one.

Ready to modernize your business?

Start free, import your YourTradebase data with our team, and run your next job on JobsiteOn.

How we compared

  • YourTradebase public product pages: quoting, scheduling, job sheets, invoicing, and payments coverage.
  • Feature checklist: YourTradebase covers the quote-to-invoice path; JobsiteOn adds property/company CRM, dispatch, and the Action Center.
  • JobsiteOn current surface: linked records, pricebook and assemblies, dispatch board, shared inbox, and included onboarding.

Competitor packaging changes often, so verify current plans on their site before you buy. See all comparisons