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 oil heating engineers
Keep service findings ready for the next customer call.
Organise appliance details, appointments, work notes and quotes so additional repairs have a clear scope and price.
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 service is complete and a component needs replacing. The customer needs the findings and a separate price for the return work. 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 identity and location
- Your inspection findings and completed work
- Replacement part reference and supplier cost
- Access, return visit and testing scope
Prepare the quote and book the visit
Prepare the service invoice and additional repair quote separately using your recorded findings. Review the draft, send it when ready and add the agreed visit to your diary.
Finish the job and follow through
Retain the appliance and part details in the job notes. Add a reminder for the agreed service contact or repair follow-up.
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 a separate quote for this replacement part and return visit using my figures. Keep today’s service invoice unchanged.”
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 it inspect oil systems or complete technical sign-off?
No. The competent engineer performs the inspection, testing and required documentation. The app helps manage the associated job and customer admin.
Is this a separate app for oil heating 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 “oil boiler service with a replacement-part quote”. 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
Heating & gas engineers
Keep the service visit and the admin in the same place.
See how it works Plumbing & heatingPlumbers
Less paperwork between the call-out and the next job.
See how it works Plumbing & heatingSolid-fuel installers & chimney sweeps
Keep appliance notes, visit details and follow-up work together.
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
