A clear visit record
Record appliance and chimney identity, your findings and completed work. Keep further recommendations separate from the work invoiced today.
Explore the app’s trade tools →Trade PA for solid-fuel installers & chimney sweeps
Keep the sweep notes and the next visit together.
Sweeps, stove fitting and follow-up recommendations. Keep the appliance details and what you actually did ready for the customer’s next call.
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.
Installation scope and follow-through
Quote using your verified specification and costs. Record access and protection arrangements, and set a reminder for agreed follow-up work.
Explore the app’s trade tools →A working example
From the sweep visit to clear follow-up recommendations
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, chimney and visit
The visit is complete, but you have identified further work that needs assessment and a separate customer decision. Save the customer, property and reported work in the job record.
Save your findings and completed sweep work
Record what you have checked before you commit to the work:
- Appliance and chimney identification
- Your inspection findings and work completed
- Access and protection arrangements
- Further work and handover responsibilities
Invoice the visit; separate recommended repairs
Invoice the agreed visit. Prepare a separate scope and quote for any follow-up work you are qualified to assess and price. Review the draft, send it when ready and add the agreed visit to your diary.
Keep outstanding recommendations and next contact
Keep visit notes and outstanding recommendations with the customer. Set a reminder for the next agreed contact.
YOUR TURN. GIVE EVE A JOB.
Try Eve: sweep visit with separately recommended repairs.
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 solid-fuel installers & chimney sweeps actually take on.
Keep the details that change the scope, the visit and the final bill.
Chimney sweeping
Keep appliance and chimney identification with your visit notes. Invoice the agreed sweep using your completed-work description.
Stove installations
Use your verified specification and costs to draft the installation quote. State access, preparation and handover responsibilities.
Recommended repairs
Record your findings and prepare a separate scope for work you can assess and price. Set a reminder for the agreed follow-up.
A few things to know.
Does Eve assess flue safety or approve installations?
No. You carry out the technical assessment and required documentation. Trade PA helps with appointments, records, quotes and invoices.
Is this a separate app for solid-fuel installers & chimney sweeps?
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 “sweep visit with separately recommended repairs”. 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
