Service notes you can use next time
Record unit identity, location, findings and completed work with the job. Keep the service invoice separate from a proposed return repair.
Explore the app’s trade tools →Trade PA for air conditioning & refrigeration engineers
Keep the unit history and the repair quote together.
Service visits, replacement parts and another unit at the same property. Keep equipment details, work notes and the next visit easy to find.
30-day free trial · No card required · iPhone, Android & web
Speak or type to EveKeep the customer with the jobReview before sending
The paperwork that goes with your work
Keep the paperwork
with the work.
Installation scope and site paperwork
Quote from your checked equipment specification and prepare a RAMS draft for review. Record enabling work and responsibilities before installation.
Explore the app’s trade tools →A working example
From the service visit to a priced return repair
This is an illustrative workflow using the existing shared tools in Trade PA. You supply the findings and prices; Eve helps with the admin.
Record the unit identity and reported issue
Your inspection identifies a replacement part. The customer needs a separate repair price and a return appointment. Save the customer, property and reported work in the job record.
Save your service findings and part specification
Record what you have checked before you commit to the work:
- Equipment make, model and location
- Your service findings and work completed
- Verified part reference and supplier cost
- Access, return visit and commissioning scope
Invoice servicing; quote the return work
Invoice the service and quote the additional repair using your technical findings and costs. Review the draft, send it when ready and add the agreed visit to your diary.
Retain unit history and the next agreed contact
Keep equipment references and completed-work notes together. Add a reminder for the agreed follow-up or maintenance contact.
YOUR TURN. GIVE EVE A JOB.
Try Eve: service an air-conditioning unit and quote a repair.
Start with a customer enquiry. See Eve’s reply, edit it and try approving it.
No sign-up. No microphone. Nothing is sent to a real customer.
Examples change to suit your business.
Your plumbing business
Call answering is a purchasable add-on. It is not included in your standard app plan or free trial. This example shows the enquiry you receive after an unanswered call: the customer’s request and callback details. You still confirm the appointment and price. How the add-on works →
Guided example using fictional customers. Nothing is sent, booked, purchased or saved to a real account. These are the app’s real screens, using a separate example workspace.
Ready to hand over your own admin?
Start with the core app. Call answering must be purchased and set up separately.
More work in your day
For the jobs air conditioning & refrigeration engineers actually take on.
Keep the details that change the scope, the visit and the final bill.
Servicing
Keep unit identity, location and your completed-work notes together. Invoice the agreed service and set a follow-up reminder.
Repair visits
Prepare a separate quote using your diagnosis, part reference and labour figures. Book the agreed return appointment.
New installations
Quote against your verified equipment specification and installation scope. State any enabling work others must arrange.
A few things to know.
Does it replace refrigerant records or technical calculations?
Do not assume it replaces a specialist compliance system. You maintain required technical records and make the engineering decisions; these pages cover job and customer admin.
Is this a separate app for air conditioning & refrigeration engineers?
No. It is the same Trade PA app, with examples showing how the shared tools fit this trade. Use your own scope, prices and job details to make it fit the way you work.
What should I try first?
Create a test customer and a draft for “service an air-conditioning unit and quote a repair”. Add your own scope and prices, check the wording, then explore the appointment and invoice tools. You can review the draft without sending it.
Work across more than one trade?
Explore the related workflows.
Electrical & energy
Electricians
EICRs, remedials and invoices. Less evening admin.
See how it works Plumbing & heatingHeating & gas engineers
CP12 done. Service invoiced. Next job.
See how it works Electrical & energySolar & heat-pump installers
Keep the approved design connected to the job.
See how it worksStart with one job
Put your next bit of admin
in Eve’s hands.
Try the workflow with your business and check the result for yourself.
30-day free trial · No card required · iPhone, Android & web
