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 heating & gas engineers
Keep the service visit and the admin in the same place.
Organise customer details, appliance notes, appointments and invoices so a repair enquiry does not get lost between servicing jobs.
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
A service visit identifies further work. The service invoice and the repair quote need separate scopes so the customer knows what they are approving. 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:
- Appliance make, model and location
- Reported symptoms and your inspection findings
- Parts specification and supplier price
- Access, visit allowance and return work
Prepare the quote and book the visit
Invoice the agreed service and prepare a separate repair quote using the findings and prices you supply. Review the draft, send it when ready and add the agreed visit to your diary.
Finish the job and follow through
Keep appliance details and completed-work notes with the customer. Add a reminder for the next agreed contact or service booking.
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 repair quote from these inspection notes and my parts price. Keep it separate from today’s boiler service invoice.”
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.
Does Eve diagnose boilers or sign off gas work?
No. You supply the diagnosis, inspection results and scope. Qualified engineers remain responsible for technical decisions, testing and certification.
Is this a separate app for heating & gas engineers?
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 “boiler service with a separately quoted repair”. 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.
Plumbing & heating
Plumbers
Less paperwork between the call-out and the next job.
See how it works Plumbing & heatingOil heating engineers
Keep service findings ready for the next customer call.
See how it works Electrical & energySolar & heat-pump installers
Keep the approved specification and customer decisions aligned.
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
