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 electricians
Move from enquiry to quote, appointment and invoice with the circuit details, access notes and agreed changes recorded along the way.
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A working example
This is an illustrative workflow using the existing shared tools in Trade PA. Your technical decisions and prices stay yours.
The customer wants new outlets before a room is decorated. The route, finish and existing installation need checking before the scope is final. Save the customer, property and reported work in the job record.
Record what you have checked before you commit to the work:
Write down what is included in the installation and who handles making good. Record extra outlets as an agreed change before adding them to the invoice. Review the draft, send it when ready and add the agreed visit to your diary.
Keep your completed-work notes and document references with the job. Follow up any separately quoted remedial work.
Give Eve a specific job
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 →“Draft a quote for these additional sockets using my prices. Include testing and list plaster repairs as excluded. Do not assume the existing installation is suitable.”
Use a fictional job to try the workflow first. Add your own figures when you are ready.
The tools around the work
Connect supported email, WhatsApp Business or Facebook accounts. Review drafted replies and keep the next step clear.
Messages and connections →Turn the scope and prices you provide into customer paperwork. Track the work and follow up unpaid invoices.
Quotes and payments →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.
No. You carry out the inspection and testing and provide the results. Trade PA helps with job admin and paperwork; it does not verify an installation or confer certification.
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.
Create a test customer and a draft for “additional sockets in a home office”. 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?
Keep the approved specification and customer decisions aligned.
See how it works Interiors & finishingKeep the fitting scope clear when the kitchen plan changes.
See how it works Building & exteriorKeep the original scope and every extra clear.
See how it worksStart with one job
Try the workflow with your business and check the result for yourself.
30-day free trial · No card required · iPhone, Android & web