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 window & door fitters
Keep survey details and customer choices with the installation.
Organise opening references, product specifications, fitting dates and invoices so the customer’s choices stay attached to the job.
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 has selected a style. Survey dimensions, hardware, threshold details and making good still need final agreement. 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:
- Verified opening dimensions and product reference
- Colour, glass, hardware and threshold choices
- Access, removal and disposal
- Making good and handover responsibilities
Prepare the quote and book the visit
Prepare the quote from the checked specification and supplier price. Record changes before products are ordered. Review the draft, send it when ready and add the agreed visit to your diary.
Finish the job and follow through
Save product references and completed-work notes. Keep any follow-up adjustment appointment and final invoice with the customer.
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 door-installation quote using this approved specification and my prices. List plaster repairs and decoration separately.”
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 order windows or certify the installation?
No. You verify and place supplier orders and arrange the required compliance documentation. Trade PA supports customer communication, job records and invoicing.
Is this a separate app for window & door fitters?
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 front door and side panel”. 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.
Start 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
