CIS without losing the breakdown
Keep labour and materials clear on CIS invoices where the scheme applies. Check the expected deduction and amount payable against the payment you receive.
Explore the app’s trade tools →Trade PA for plasterers
Boarding, patching and another wall added on the day. Keep measured areas, prep and subbie deductions clear before you head to the next job.
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The paperwork that goes with your work
Keep labour and materials clear on CIS invoices where the scheme applies. Check the expected deduction and amount payable against the payment you receive.
Explore the app’s trade tools →Separate boarding, repairs and skimming in the quote. Record extra prep before it disappears into an unchanged price.
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.
Chased walls, a damaged ceiling and furniture in the room all affect preparation and the time you allow. Save the customer, property and reported work in the job record.
Record what you have checked before you commit to the work:
Distinguish boarding, patch repairs and skimming in the quote. Price only the measured areas and preparation you have agreed. Review the draft, send it when ready and add the agreed visit to your diary.
Record any extra preparation approved during the job. Send the invoice with a clear breakdown and follow up the balance.
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 chased areas and ceiling repairs in the survey notes. Separate patch repairs from the final skim in the quote.
Use your measured areas and substrate findings to define the preparation. State what room clearance the customer must arrange.
Record any extra loose plaster or damaged backing you uncover. Agree the extra work before adding it to the final invoice.
You provide verified areas, products and quantities. The quoting workflow organises your supplied figures; it does not assess the substrate or perform an automatic takeoff.
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 “skim a bedroom after a rewire”. 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