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Property Hub

Desktop based CRM, workflow and storage system, to support the management of customers involved in ‘Energy Efficiency’ journeys such as ECO, Green Deal and Able to Pay.

  • CAPSCAN property address verification.
  • Ofgem compliant ECO documents automatically generated, including AWG and Householder Checklist & Funding, Privacy & Consent statement.
  • In-depth workflow system for managing user defined tasks and activities.
  • Collect DWP benefit recipient Data Match consent, create import spreadsheets and process verification results electronically.

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  • Document upload and storage facility to ensure a fully compliant process.
  • Partial or complete transfer of jobs to other Assessment or Installer organisations.
  • Management of technical surveyor and installer accreditation, qualification and compliance details.
  • Customisable to support a Funder’s specific requirements such as finance provision, job costing and installation management.
  • Manage ECO contracts will multiple funding providers and ECO pricing to sub-contractors.
  • Accurately calculate carbon scores with a BRE approved tool, and download an ECO scores report.
  • Plan a project based on a mixture of ECO, Green Deal Finance and Able to Pay journeys.
  • Create pre and post-installation data, site notes and photographs, and upload from the field in real time.
  • Ofgem compliant ECO documents automatically generated, including Boiler Assessment Checklist & Declaration of Conformity and Completed Installation.

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  • Direct data transfer to Green Deal Providers.
  • Full integration with Green Deal API.
  • Generate Green Deal quotations and compliant documentation.
  • Report measure data and evidence documents electronically to Suppliers, including automated document requirement validation.

Please download our Product Brochure for more information

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Our energy products

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ECO Hub

Our web based desktop software provides an end to end workflow management system, that supports energy suppliers through their ECO obligations, in the delivery of energy efficiency measures and Ofgem reporting.

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Property Hub

Desktop based CRM, workflow and storage system, to support the management of customers involved in ‘Energy Efficiency’ journeys such as ECO, Green Deal and Able to Pay.

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ECO Portal

ECO Portal is a validation tool which is controlled by a supplier, the Portal validates scores and information within the measure reports and provides a real-time outcome of a submission.

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Technical Monitoring Portal

The Technical Monitoring Portal allows technical monitoring agents working with a supplier to generate their own work and upload work that has already taken place.

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Property Assessment App

The Property Assessment App enables efficient execution of property assessments and the sale of measures, capturing evidence through photos, electronic sketch tools and site notes.

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Installer App

The Installer App enables Installers to receive clear site note data and installation instructions. Installer obtains customer sign-off and photo evidence once installation is complete.

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Floor Plan App

In conjunction with The Mobile Agent, the Floor Plan App enables Energy Assessors to generate comprehensive floor plans with full property descriptions which can be used with the EPC App.

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Legionella Risk Assessment App

The Legionella Risk Assessment App enables Assessors to complete and lodge Legionella reports, capturing supporting observations, whilst maintaining professional standards and regulatory compliance.

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Pre Assessment Survey

The Pre Assessment Survey allow Assessors to conduct preliminary property inspections, discuss potential products and measures with the occupier, begin the ECO qualification journey and perform technical surveys prior to an EPC assessment appointment.

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EPC Survey

The EPC Survey enables Energy Assessors to effectively undertake EPCs, capturing RdSAP data onsite and supporting observations, whilst maintaining professional standards and regulatory compliance.

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