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 solid-fuel installers & chimney sweeps
Keep appliance notes, visit details and follow-up work together.
Organise enquiries, appointments, your inspection notes and invoices for stove, chimney and maintenance work.
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 visit is complete, but you have identified further work that needs assessment and a separate customer decision. 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 and chimney identification
- Your inspection findings and work completed
- Access and protection arrangements
- Further work and handover responsibilities
Prepare the quote and book the visit
Invoice the agreed visit. Prepare a separate scope and quote for any follow-up work you are qualified to assess and price. Review the draft, send it when ready and add the agreed visit to your diary.
Finish the job and follow through
Keep visit notes and outstanding recommendations with the customer. Set a reminder for the next agreed contact.
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 invoice for today’s sweep using my price. Add my completed-work description and keep further repairs as a separate recommendation.”
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 assess flue safety or approve installations?
No. You carry out the technical assessment and required documentation. Trade PA helps with appointments, records, quotes and invoices.
Is this a separate app for solid-fuel installers & chimney sweeps?
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 “sweep visit with separately recommended repairs”. 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
Oil heating engineers
Keep service findings ready for the next customer call.
See how it works Building & exteriorRoofers
Get the roof surveyed, the scope agreed and the invoice out.
See how it works Building & exteriorBuilders
Keep the original scope and every extra clear.
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
