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Trade PA for heating & gas engineers

CP12 done. Service invoiced. Next job.

Landlord checks, boiler services and the repair you need to go back for. Keep gas paperwork, appliance details and the bill together.

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.

CP12s and service records

Create the landlord gas safety record, service and maintenance record or gas warning notice against the job. You enter the inspection results and check the finished document.

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Don’t lose the return repair

Invoice today’s service and quote the replacement part separately. Keep the appliance details and a reminder for the next agreed service contact.

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A working example

From a service finding to an agreed 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.

  1. Identify the appliance and service visit

    A service visit identifies further work. The service invoice and the repair quote need separate scopes so the customer knows what they are approving. Save the customer, property and reported work in the job record.

  2. Record your findings and the required part

    Record what you have checked before you commit to the work:

    • Appliance make, model and location
    • Reported symptoms and your inspection findings
    • Parts specification and supplier price
    • Access, visit allowance and return work
  3. Invoice the service; quote the repair separately

    Invoice the agreed service and prepare a separate repair quote using the findings and prices you supply. Review the draft, send it when ready and add the agreed visit to your diary.

  4. Keep the next service contact visible

    Keep appliance details and completed-work notes with the customer. Add a reminder for the next agreed contact or service booking.

YOUR TURN. GIVE EVE A JOB.

Try Eve: boiler service with a separately quoted 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.
TRADE PAINTERACTIVE DEMO
Your plumbing business

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 heating & gas engineers actually take on.

Keep the details that change the scope, the visit and the final bill.

Annual servicing

Keep appliance identity and completed-work notes with the customer. Set a reminder for the next service contact you agree.

Breakdowns

Record the reported symptoms and access details, then add your diagnosis after the visit. Prepare a repair quote from your parts and labour figures.

Replacement boilers

Use your checked specification and supplier costs for the quote. State the installation scope and any separately priced system alterations.

A few things to know.

Does Eve diagnose boilers or sign off gas work?

No. You supply the diagnosis, inspection results and scope. Qualified engineers remain responsible for technical decisions, testing and certification.

Is this a separate app for heating & gas 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 “boiler service with a separately quoted 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.

Browse all 25 trades →

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

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