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.
Explore the app’s trade tools →Trade PA for heating & gas engineers
Landlord checks, boiler services and the repair you need to go back for. Keep gas paperwork, appliance details and the bill together.
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The paperwork that goes with your work
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.
Explore the app’s trade tools →Invoice today’s service and quote the replacement part separately. Keep the appliance details and a reminder for the next agreed service contact.
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.
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.
Record what you have checked before you commit to the work:
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.
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.
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 appliance identity and completed-work notes with the customer. Set a reminder for the next service contact you agree.
Record the reported symptoms and access details, then add your diagnosis after the visit. Prepare a repair quote from your parts and labour figures.
Use your checked specification and supplier costs for the quote. State the installation scope and any separately priced system alterations.
No. You supply the diagnosis, inspection results and scope. Qualified engineers remain responsible for technical decisions, testing and certification.
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 “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?
Finish the plumbing. Get the paperwork off your list.
See how it works Plumbing & heatingOil servicing done. Records and repair quote ready.
See how it works Electrical & energyKeep the approved design connected to the job.
See how it worksStart 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