CIS paperwork for your subbies
Record subcontractor deductions and produce monthly statements. Keep the figures for your CIS300 return together; preparing figures is separate from filing the return.
Explore the app’s trade tools →Trade PA for builders
Keep the job moving—and the extras in writing.
Revised drawings, subbies, stage invoices and the customer’s latest change. Keep a clear record of what was agreed and what is still owed.
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.
RAMS and agreed variations
Prepare a site-specific RAMS draft for review. Quote changes separately and describe what each stage invoice covers.
Explore the app’s trade tools →A working example
From the original scope to a clearly agreed variation
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 customer’s change to the original job
The customer changes the opening and finishes after the original quote. You need a clear record of the changes and what each payment covers. Save the customer, property and reported work in the job record.
Check drawing revisions and programme dependencies
Record what you have checked before you commit to the work:
- Agreed drawings and scope revision
- Customer-supplied items and exclusions
- Subcontractor work and programme dependencies
- Payment stages and changes awaiting approval
Price the variation against the original scope
Prepare itemised quotes and separate invoices for agreed stages. Keep variations explicit rather than silently changing the original scope. Review the draft, send it when ready and add the agreed visit to your diary.
Reconcile completed stages and outstanding work
Review the work completed against the amounts invoiced. Keep outstanding items and payment follow-ups visible.
YOUR TURN. GIVE EVE A JOB.
Try Eve: small extension with staged work.
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 builders actually take on.
Keep the details that change the scope, the visit and the final bill.
Extensions
Reference the agreed drawings and exclusions in the quote. Prepare individual invoices for the payment stages agreed with the customer.
Customer changes
Record the revised opening, finish or layout and draft a separate variation quote using your figures.
Completion visits
Keep the outstanding-item list with the job. Book the agreed return visit and distinguish it from newly requested work.
A few things to know.
Can it manage stage payments?
You can prepare invoices for agreed stages and record what each covers. Set out the payment terms with the customer; do not assume a construction contract or automatic valuation is created for you.
Is this a separate app for builders?
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 “small extension with staged work”. 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.
Start 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
