Oil certificates with the job
Create CD/11 commissioning and CD/12 oil safety records. Enter your own inspection information and review the finished paperwork.
Explore the app’s trade tools →Trade PA for oil heating engineers
Oil servicing done. Records and repair quote ready.
Keep appliance details, commissioning and safety paperwork together with the service invoice and any agreed return work.
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.
Don’t mix today’s service with tomorrow’s repair
Invoice completed servicing and prepare a separate parts-and-labour quote for the return. Keep a reminder for the next agreed contact.
Explore the app’s trade tools →A working example
From the oil service to an agreed replacement part
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 appliance and service appointment
The service is complete and a component needs replacing. The customer needs the findings and a separate price for the return work. Save the customer, property and reported work in the job record.
Save findings, part reference and access notes
Record what you have checked before you commit to the work:
- Appliance identity and location
- Your inspection findings and completed work
- Replacement part reference and supplier cost
- Access, return visit and testing scope
Keep the service invoice separate from repair costs
Prepare the service invoice and additional repair quote separately using your recorded findings. Review the draft, send it when ready and add the agreed visit to your diary.
Retain appliance history and next-service contact
Retain the appliance and part details in the job notes. Add a reminder for the agreed service contact or repair follow-up.
YOUR TURN. GIVE EVE A JOB.
Try Eve: oil boiler service with a replacement-part quote.
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 oil heating engineers actually take on.
Keep the details that change the scope, the visit and the final bill.
Oil boiler servicing
Keep appliance details and completed-work notes with the customer. Invoice the service and set a reminder for the next agreed contact.
Parts and return repairs
Use the part reference, supplier cost and your labour allowance for a separate quote. Book the return once the customer agrees.
Repeat enquiries
Refer to the previous service and repair notes when the customer calls again. Keep new findings distinct from earlier completed work.
A few things to know.
Does it inspect oil systems or complete technical sign-off?
No. The competent engineer performs the inspection, testing and required documentation. The app helps manage the associated job and customer admin.
Is this a separate app for oil heating 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 “oil boiler service with a replacement-part quote”. 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.
Plumbing & heating
Heating & gas engineers
CP12 done. Service invoiced. Next job.
See how it works Plumbing & heatingPlumbers
Finish the plumbing. Get the paperwork off your list.
See how it works Plumbing & heatingSolid-fuel installers & chimney sweeps
Keep the sweep notes and the next visit together.
See how it worksStart 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
