Keep the checked order details
Record opening references, product choices and the agreed survey specification. Save the final details with the installation notes.
Explore the app’s trade tools →Trade PA for window & door fitters
The right spec. A booked fit. A clear final bill.
Colour, glass, hardware and making good—keep the survey choices where you can find them before the order and after installation.
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.
Fit-only work and follow-ups
Make supply, fitting and making-good responsibilities clear. Use CIS breakdowns for applicable subcontract work and record any adjustment visit.
Explore the app’s trade tools →A working example
From the checked opening to installation handover
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 chosen door, glass and hardware
The customer has selected a style. Survey dimensions, hardware, threshold details and making good still need final agreement. Save the customer, property and reported work in the job record.
Verify survey details and making-good scope
Record what you have checked before you commit to the work:
- Verified opening dimensions and product reference
- Colour, glass, hardware and threshold choices
- Access, removal and disposal
- Making good and handover responsibilities
Quote the confirmed product and installation
Prepare the quote from the checked specification and supplier price. Record changes before products are ordered. Review the draft, send it when ready and add the agreed visit to your diary.
Save product references and follow-up adjustments
Save product references and completed-work notes. Keep any follow-up adjustment appointment and final invoice with the customer.
YOUR TURN. GIVE EVE A JOB.
Try Eve: replace a front door and side panel.
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 window & door fitters actually take on.
Keep the details that change the scope, the visit and the final bill.
Replacement windows
Keep opening references and the checked product specification together. Record colour, glass and hardware before ordering.
Front doors
Quote the selected door, side panel and threshold from your confirmed survey. State removal and making-good responsibilities.
Aftercare adjustments
Use saved product and fitting notes when booking an adjustment visit. Keep any newly requested work separately scoped.
A few things to know.
Does it order windows or certify the installation?
No. You verify and place supplier orders and arrange the required compliance documentation. Trade PA supports customer communication, job records and invoicing.
Is this a separate app for window & door fitters?
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 “replace a front door and side panel”. 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
