Know what you fitted last time
Save door and lock references in the job notes. Keep the attendance, parts and fitting charges clear in the invoice.
Explore the app’s trade tools →Trade PA for locksmiths
Call-outs, replacement hardware and repeat property visits. Keep the door details and the agreed charge with the right customer.
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The paperwork that goes with your work
Save door and lock references in the job notes. Keep the attendance, parts and fitting charges clear in the invoice.
Explore the app’s trade tools →Keep each property’s task and access arrangements recorded. Use reminders and drafted payment chasers for invoices still outstanding.
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 customer reports a jammed lock. You need to verify authority to access the property and inspect the door and hardware. Save the customer, property and reported work in the job record.
Record what you have checked before you commit to the work:
Make call-out and replacement charges clear. Use the hardware and price you confirm after inspection rather than promising a replacement from the enquiry alone. Review the draft, send it when ready and add the agreed visit to your diary.
Record the fitted product reference and completed work. Issue the invoice and retain the details for repeat visits.
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.
Record the reported fault and access arrangements. After your assessment, quote the agreed replacement and fitting.
Keep the checked lock specification and customer choice with the quote. Use your own hardware and labour prices.
Save door and fitted-hardware references with the job. Keep each property’s completed work clearly identified on the invoice.
No. You verify authority and select suitable hardware. Trade PA supports the customer record, appointment, quote and invoice.
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 “replace a failed door lock”. 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?
The right spec. A booked fit. A clear final bill.
See how it works Outdoor & maintenanceOne visit. A clear task list. One proper invoice.
See how it works Interiors & finishingTools down. CIS and invoices sorted.
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