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Technical Survey and Lead Generation

Built using our extensive field experience, this tablet-based survey app has a simple interface and is designed to work offline, so you can start a lead from anywhere and upload to the installer portal later.

Undertake Technical Monitoring Reports and Quality Assurance.

  • Complete all on-site surveys plus ECO prequalification for HHCRO, Data Match and affordable warmth group eligibility checks.
  • Collect technical data including the customer’s signature. (signatures)
  • Use the built in SEDBUK / PCDF Database to validate boiler make and model.
  • Produce stand alone risk assessments, working at heights.

Easy To Use Installation App

Working seamlessly with the installer portal, this app is an invaluable diary manager, guide and assessment tool that works offline and on.

  • Receive and track your appointments. Use the built in map function to locate the property.
  • Undertake Gas Safe, Benchmark and Electrical Minor Works Certificates.
  • View Risk Assessment, Boiler Assessment Checklist, full Technical Survey and Method Statements prior to conducting appointments
  • Collect mid- and post-evidence including photographs direct on your mobile device.
  • Produce customer satisfaction survey, collect customer signature to complete job whilst on-site. (signatures)

Online Portal Streamlined compliance

The portal not only allows for intelligent document management and communication between all parties, but also does away with the need for third party storage and file transfer solutions. So, you can request CSRs for uploaded ECO measures direct.

Undertake Technical Monitoring Reports and Quality Assurance.

  • Manage tasks and actions against a property.
  • Calculate Deemed Scores easily with our inbuilt calculator.
  • Rapid production of all necessary documentation whilst maintaining fully-auditable records.
  • Automatically generate standard Ofgem compliance, customer and landlord registration documentation, and comply with PAS2030 and BBA processes.
Easy Document Management
Rapid Submission

Rapid submission

Quickly produce all relevant submission documents and naming conventions with one click.

The portal’s powerful, dynamic KPI reporting and rapid documentation generation makes funder submissions fast and simple. And a structured data workflow gives you easy installation, quality inspection, and Ofgem reporting with access to warranty and service documentation.

Have Questions? Contact Us