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 groundworkers
Organise survey notes, plant allowances, customer decisions and invoices around the work you have actually inspected and priced.
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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 base dimensions are agreed, but access, spoil removal and the ground conditions still need recording. Save the customer, property and reported work in the job record.
Record what you have checked before you commit to the work:
Separate the specified base from unexpected ground work. Use your measured quantities and supplier or hire prices. Review the draft, send it when ready and add the agreed visit to your diary.
Record agreed changes and completed work before preparing the invoice. Keep outstanding items attached to the job.
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 →“Prepare a quote for the specified base using my quantities and costs. Include plant and spoil removal, with unexpected ground conditions excluded.”
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. Site investigation, service checks, design and safe working decisions remain with the responsible professionals. The app supports the surrounding job admin.
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 “prepare a base for a garden building”. 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 original scope and every extra clear.
See how it works Building & exteriorKeep the wall specification and the labour quote together.
See how it works Outdoor & maintenanceKeep garden work moving from the first visit to the final tidy-up.
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