Installation notes and pressure tests
Keep the fixture list and installation notes with the customer. Create a pressure-test certificate where it is part of the work you carry out.
Explore the app’s trade tools →Trade PA for bathroom fitters
Fixtures, strip-out surprises and different trades on different days. Keep the customer’s choices and the extras tied to the job.
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The paperwork that goes with your work
Keep the fixture list and installation notes with the customer. Create a pressure-test certificate where it is part of the work you carry out.
Explore the app’s trade tools →Record additional floor or pipework repairs and price them separately. Keep agreed finishing and return visits visible until the job is complete.
Explore the app’s trade tools →A working example
This is an illustrative workflow using the existing shared tools in Trade PA. You supply the findings and prices; Eve helps with the admin.
The customer is choosing sanitaryware and tiles. You need to define preparation, services, finishes and who supplies each item. Save the customer, property and reported work in the job record.
Record what you have checked before you commit to the work:
Separate the agreed installation from hidden repairs and later upgrades. Use your own verified quantities and prices throughout. Review the draft, send it when ready and add the agreed visit to your diary.
Record approved changes and outstanding finishing items. Prepare the final invoice with a clear account of the work completed.
YOUR TURN. GIVE EVE A JOB.
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.
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.
Start with the core app. Call answering must be purchased and set up separately.
More work in your day
Keep the details that change the scope, the visit and the final bill.
Keep the fixture list, layout and agreed finish together. State who supplies products and what removal is included.
Record damaged floors or pipework uncovered during strip-out. Prepare a separate scope and price for the additional work.
Keep outstanding finishing items with the job. Book the agreed return and invoice the completed scope clearly.
No. The responsible tradespeople specify and verify the technical work. Eve helps organise your scope, appointments, quotes and customer updates.
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.
Create a test customer and a draft for “replace a family bathroom”. 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?
Start with one job
Try the workflow with your business and check the result for yourself.
30-day free trial · No card required · iPhone, Android & web