Quote against the approved specification
Reference the design and equipment details you have verified. Keep enabling work, installation and customer responsibilities explicit.
Explore the app’s trade tools →Trade PA for solar & heat-pump installers
Keep the approved design connected to the job.
Equipment choices, enabling works and a customer waiting for a date. Turn your checked specification into a clear quote and installation record.
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.
Paperwork alongside the installation
Use electrical or pressure-test certificates for the work you are qualified to carry out. Keep handover references and reviewed RAMS with the job.
Explore the app’s trade tools →A working example
From the approved design to installation paperwork
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 brief and design reference
The design is ready, but the customer still needs a clear scope covering equipment, enabling works and responsibilities. Save the customer, property and reported work in the job record.
Check the approved specification and enabling works
Record what you have checked before you commit to the work:
- Approved design and specification revision
- Equipment and supplier quotation references
- Electrical, groundwork and other enabling work
- Handover, exclusions and payment terms
Quote your verified equipment and installation costs
Build the quote from your approved design and prices. Record changes to equipment or enabling works as separate decisions. Review the draft, send it when ready and add the agreed visit to your diary.
Keep handover references and follow-up actions
Keep final equipment references and handover notes with the job. Set follow-up reminders for outstanding customer questions.
YOUR TURN. GIVE EVE A JOB.
Try Eve: quote a heat-pump installation from an approved design.
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 solar & heat-pump installers actually take on.
Keep the details that change the scope, the visit and the final bill.
Heat-pump installations
Reference the approved design and equipment specification. Separate installation from enabling work in the quote.
Solar and storage work
Organise your checked specification, customer choices and installation dates. Keep assessment and technical approval with the responsible specialist.
Post-installation visits
Retain equipment and handover references in the job notes. Book agreed follow-ups and scope any additional work separately.
A few things to know.
Does it calculate heat loss, size systems or confirm grant eligibility?
No. Use qualified design, assessment and the appropriate scheme processes. Trade PA supports the admin around your verified specification and agreed installation.
Is this a separate app for solar & heat-pump installers?
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 “quote a heat-pump installation from an approved design”. 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
