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 solar & heat-pump installers
Keep the approved specification and customer decisions aligned.
Organise installation enquiries, survey notes, appointments and financial paperwork around the system design you have verified.
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 design is ready, but the customer still needs a clear scope covering equipment, enabling works and responsibilities. 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:
- Approved design and specification revision
- Equipment and supplier quotation references
- Electrical, groundwork and other enabling work
- Handover, exclusions and payment terms
Prepare the quote and book the visit
Build the quote from your approved design and prices. Record changes to equipment or enabling works as separate decisions. Review the draft, send it when ready and add the agreed visit to your diary.
Finish the job and follow through
Keep final equipment references and handover notes with the job. Set follow-up reminders for outstanding customer questions.
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 the installation quote from this approved specification and my costs. Separate enabling works and clearly list what the customer must arrange.”
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 calculate heat loss, size systems or confirm grant eligibility?
No. Use qualified design, assessment and the appropriate scheme processes. Trade PA supports the admin around your verified specification and agreed installation.
Is this a separate app for solar & heat-pump installers?
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 “quote a heat-pump installation from an approved design”. 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 Electrical & energyElectricians
Keep every change connected to the electrical job.
See how it works Building & exteriorGroundworkers
Keep the site scope and the cost of changes visible.
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
