Make the fitting scope clear
Record the selected product, measured rooms and preparation. State who moves furniture and what is included for disposal, trims and door adjustments.
Explore the app’s trade tools →Trade PA for flooring fitters
The floor comes up and the scope changes. Keep room schedules, product choices, uplift and extra preparation in one job record.
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The paperwork that goes with your work
Record the selected product, measured rooms and preparation. State who moves furniture and what is included for disposal, trims and door adjustments.
Explore the app’s trade tools →Keep changed subfloor work in a separate quote. Use CIS breakdowns for applicable site work and check your day rate before pricing the next fit.
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.
Different rooms need different preparation. The customer also needs to know whether uplift, trims and door adjustments are included. Save the customer, property and reported work in the job record.
Record what you have checked before you commit to the work:
Quote preparation and fitting as clear items using your quantities and rates. Record any subfloor work needing separate approval. Review the draft, send it when ready and add the agreed visit to your diary.
Save the installed product details and room notes. Invoice the agreed work and follow up any remaining balance.
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 room schedule, product reference and preparation findings together. Build the quote from your checked quantities and rates.
State who moves furniture and who removes existing flooring. Itemise disposal, trims and agreed door adjustments.
Record additional preparation found after uplift. Agree a separate price before including it in the final invoice.
You must verify the room measurements and product quantities. The workflow helps organise your survey and prices; it does not promise automatic flooring takeoff.
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 “fit luxury vinyl flooring downstairs”. 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