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 locksmiths
Keep urgent call-outs and the paperwork under control.
Organise customer contact details, access arrangements, hardware notes and invoices while moving between appointments.
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
The customer reports a jammed lock. You need to verify authority to access the property and inspect the door and hardware. 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:
- Customer authority and access arrangements
- Door type and existing hardware
- Your findings and replacement specification
- Call-out, labour and parts charges
Prepare the quote and book the visit
Make call-out and replacement charges clear. Use the hardware and price you confirm after inspection rather than promising a replacement from the enquiry alone. Review the draft, send it when ready and add the agreed visit to your diary.
Finish the job and follow through
Record the fitted product reference and completed work. Issue the invoice and retain the details for repeat visits.
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
“Draft an invoice for the completed lock replacement using my call-out, labour and parts charges. Include the fitted product reference.”
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 the app verify access rights or choose security hardware?
No. You verify authority and select suitable hardware. Trade PA supports the customer record, appointment, quote and invoice.
Is this a separate app for locksmiths?
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 “replace a failed door lock”. 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.
Building & exterior
Window & door fitters
Keep survey details and customer choices with the installation.
See how it works Outdoor & maintenanceHandymen & multi-trade businesses
Turn a list of small jobs into one clear visit.
See how it works Interiors & finishingCarpenters
Turn site measurements into clear, agreed work.
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
