CIS for fitting work on site
Where CIS applies, show labour, materials and deductions clearly on the invoice. Keep workshop supply and site work accurately described using your agreed scope.
Explore the app’s trade tools →Trade PA for joiners
From the workshop to site, keep the money straight.
Bespoke units, a revised finish or a labour-only fitting job. Keep the approved spec, your invoice and any CIS deductions 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.
An approved spec you can refer back to
Record the drawing revision, board, timber, finish and hardware. Quote the customer’s changes before ordering or making the revised units.
Explore the app’s trade tools →A working example
From approved alcove design to workshop and fitting
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 layout and finish choices
The customer needs to agree the layout and finish before you order materials and start making the units. Save the customer, property and reported work in the job record.
Check dimensions and specification revision
Record what you have checked before you commit to the work:
- Verified dimensions and site constraints
- Drawing or specification revision
- Board, timber, hardware and finish choices
- Delivery, fitting and making good
Quote against the approved design and materials
Quote against the agreed specification. Record a requested finish or layout change before revising the price. Review the draft, send it when ready and add the agreed visit to your diary.
Save the final specification and adjustment list
Note the final specification and any follow-up adjustments. Invoice the agreed work with a clear description of the supplied units.
YOUR TURN. GIVE EVE A JOB.
Try Eve: bespoke alcove shelving.
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 joiners actually take on.
Keep the details that change the scope, the visit and the final bill.
Bespoke storage
Keep the checked dimensions, layout revision and hardware choices in the job notes. Quote against that named specification.
Finish changes
Record a new timber, board or finish choice before ordering. Prepare a revised scope and price for the customer to agree.
Fitting and adjustments
Book the installation and any agreed adjustment visit. Retain product and hardware references for later customer enquiries.
A few things to know.
Does it design bespoke furniture?
You create and check the design. Trade PA helps organise the specification, customer decisions, appointments and financial paperwork.
Is this a separate app for joiners?
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 “bespoke alcove shelving”. 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
