An agreed fitting scope
Record the plan revision, customer-supplied items and work handled by other trades. Quote additions before the customer assumes they were included.
Explore the app’s trade tools →Trade PA for kitchen fitters
Missing units, moved sockets and a worktop that’s not ready. Keep the fitting scope and return visits clear from the start.
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The paperwork that goes with your work
Record the plan revision, customer-supplied items and work handled by other trades. Quote additions before the customer assumes they were included.
Explore the app’s trade tools →Use CIS breakdowns where applicable. Record missing items and separately agreed return work so the final bill reflects the actual 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.
The units are ordered, but appliance details, missing parts and electrical or plumbing work need clear responsibilities. Save the customer, property and reported work in the job record.
Record what you have checked before you commit to the work:
Quote against the agreed plan. Record additional work caused by layout changes or missing products before revising the price. Review the draft, send it when ready and add the agreed visit to your diary.
Keep a snagging list in the job notes and arrange a return visit if needed. Invoice the work or agreed stages clearly.
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.
Reference the checked layout and list what the customer supplies. Separate fitting from worktops and other work outside your scope.
Record missing or damaged items and what can still be fitted. Book the agreed return visit once the outstanding items are ready.
Keep the revised unit plan and extra work in the job notes. Agree a variation price before adding it to the invoice.
You remain responsible for agreeing dates and responsibilities. Use customer and job notes, appointments and messages to keep those decisions recorded.
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 a customer-supplied kitchen”. 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