Customer messages
Connect supported email, WhatsApp Business or Facebook accounts. Review drafted replies and keep the next step clear.
Messages and connections →Trade PA for builders
Keep the original scope and every extra clear.
Bring customer conversations, quotes, the job diary and invoices together so changes agreed on site make it into the paperwork.
30-day free trial · No card required · iPhone, Android & web
Speak or type to EveKeep the customer with the jobReview before sending
A working example
From the first enquiry
to the last bit of admin.
This is an illustrative workflow using the existing shared tools in Trade PA. Your technical decisions and prices stay yours.
Capture the enquiry
The customer changes the opening and finishes after the original quote. You need a clear record of the changes and what each payment covers. Save the customer, property and reported work in the job record.
Make the scope clear
Record what you have checked before you commit to the work:
- Agreed drawings and scope revision
- Customer-supplied items and exclusions
- Subcontractor work and programme dependencies
- Payment stages and changes awaiting approval
Prepare the quote and book the visit
Prepare itemised quotes and separate invoices for agreed stages. Keep variations explicit rather than silently changing the original scope. Review the draft, send it when ready and add the agreed visit to your diary.
Finish the job and follow through
Review the work completed against the amounts invoiced. Keep outstanding items and payment follow-ups visible.
Give Eve a specific job
Your words.
A useful first draft.
Speak or type the task, supply the relevant job details and your prices, then check the result before sending anything to the customer.
Explore Eve →Example request · not a live conversation
“Draft a separate quote for this customer-requested change using my figures. Reference the original job and explain that it is additional work.”
Use a fictional job to try the workflow first. Add your own figures when you are ready.
The tools around the work
One place for the next action.
Quotes and invoices
Turn the scope and prices you provide into customer paperwork. Track the work and follow up unpaid invoices.
Quotes and payments →Jobs and appointments
Keep customer details, job notes and booked visits together. Add reminders for the follow-up you have agreed.
Jobs and customers →Connections need setup. Plans include different usage allowances; optional business-phone services cost extra. Check the current plan details.
A few things to know.
Can it manage stage payments?
You can prepare invoices for agreed stages and record what each covers. Set out the payment terms with the customer; do not assume a construction contract or automatic valuation is created for you.
Is this a separate app for builders?
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 “small extension with staged work”. 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.
Building & exterior
Bricklayers
Keep the wall specification and the labour quote together.
See how it works Building & exteriorGroundworkers
Keep the site scope and the cost of changes visible.
See how it works Interiors & finishingCarpenters
Turn site measurements into clear, agreed work.
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
