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 flooring fitters
Organise room dimensions, subfloor notes, product choices and access so the fitting quote and final invoice reflect the same agreement.
30-day free trial · No card required · iPhone, Android & web
A working example
This is an illustrative workflow using the existing shared tools in Trade PA. Your technical decisions and prices stay yours.
Different rooms need different preparation. The customer also needs to know whether uplift, trims and door adjustments are included. Save the customer, property and reported work in the job record.
Record what you have checked before you commit to the work:
Quote preparation and fitting as clear items using your quantities and rates. Record any subfloor work needing separate approval. Review the draft, send it when ready and add the agreed visit to your diary.
Save the installed product details and room notes. Invoice the agreed work and follow up any remaining balance.
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 the flooring quote from my room schedule and prices. Show preparation, fitting and disposal separately, and list furniture clearance by the customer.”
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.
You must verify the room measurements and product quantities. The workflow helps organise your survey and prices; it does not promise automatic flooring takeoff.
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 “fit luxury vinyl flooring downstairs”. 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?
Agree the pattern, preparation and price before laying a tile.
See how it works Interiors & finishingKeep colours, preparation and extras out of your evening admin.
See how it works Interiors & finishingTurn site measurements into clear, agreed work.
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