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 carpenters
Turn site measurements into clear, agreed work.
Keep the brief, dimensions, material choices and fitting date together, then prepare quotes and invoices from the scope you have checked.
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 has selected doors, but existing linings, ironmongery and trimming affect what you need to allow for. 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:
- Opening measurements checked on site
- Door supply and ironmongery specification
- Condition of existing linings
- Trimming, finishing and disposal scope
Prepare the quote and book the visit
Separate fitting labour from supplied doors and hardware. Note decorating and lining repairs that are outside the agreed price. Review the draft, send it when ready and add the agreed visit to your diary.
Finish the job and follow through
Keep a record of the hardware and finished scope. Quote separately for any extra doors added during the job.
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
“Prepare a door-fitting quote from these measurements and my rates. State who supplies the doors and exclude decorating.”
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.
Will it produce cutting lists from drawings?
Not as part of this workflow. You verify dimensions and quantities and supply the materials list. Eve can organise those details into the job and quote.
Is this a separate app for carpenters?
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 “hang replacement internal doors”. 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
