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 kitchen fitters
Bring customer choices, delivery notes, fitting appointments and additional-work quotes into one job workflow.
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.
The units are ordered, but appliance details, missing parts and electrical or plumbing work need clear responsibilities. Save the customer, property and reported work in the job record.
Record what you have checked before you commit to the work:
Quote against the agreed plan. Record additional work caused by layout changes or missing products before revising the price. Review the draft, send it when ready and add the agreed visit to your diary.
Keep a snagging list in the job notes and arrange a return visit if needed. Invoice the work or agreed stages clearly.
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 kitchen-fitting quote from my labour figures and the approved plan. Make clear that electrical and gas work are separately arranged.”
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 remain responsible for agreeing dates and responsibilities. Use customer and job notes, appointments and messages to keep those decisions recorded.
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 a customer-supplied kitchen”. 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?
Start 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