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eTech software for
Funders

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Our mobile and desktop software enables Funders to effectively manage the sale of energy efficient measures. Funders benefit from control of data movement, compliant report generation, data validation and automatic scoring of measures, receiving accurate assessment reports, passing instructions to installers and managing the customer journey and ultimately enabling the construction of the submission files to be transmitted to the energy suppliers.

  • feature icon Improved efficiency on-site, capturing data electronically, including site notes, annotated sketches and photographic evidence (no internet connection required).
  • feature icon Effective workflow and data management with instant transmission and retrieval of data to and from back office desktop Hubs and field based mobile Apps.
  • feature icon Improved operational control and regulatory compliance, with better capacity and resource management and scheme accreditation monitoring.
  • feature icon Mitigate risk with the use of software to provide better control of documentation with consistent and accurate reports, standardised forms and data mapping, reducing incorrect data and delayed submissions.
  • feature icon Full transparency with the real-time effective management of multiple Energy Efficient journeys and customisation to support scheme or client specific requirements, including accurate carbon scores and automatic finance calculations.
  • feature icon Automatic and secure storage of data for 15 years, supporting audit trails and regulatory compliance, warranties and maintenance where applicable.

The Energy Journey - How it works

Our software enables Funders to work together with multiple companies through the Energy Journey.

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Customer Lead

Manage prospective customer interaction from either call, web interface or direct face to face contact utilising either the desktop solution or the mobile solutions - record property and homeowner details, ask pre-assessment questions, record customer interest and perform eligibility checks.

http://www.etech.net/products/property-hub/ http://www.etech.net/products/property-assessment-app/ http://www.etech.net/products/pre-assessment-survey-app/
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Arrange appointment

Manage field based assessor teams and push out appointments based on skills, location and availability. Instruction, notes and documentation sent directly to Assessors iPad.

http://www.etech.net/products/property-hub/ http://www.etech.net/products/property-assessment-app/
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Assess and advise

Assessor uses the iPad App to assess the property. All data and photographic evidence is constructed into a compliant site-note document. A report is generated enabling the Assessor to advise the customer on suitable energy efficient measures available. The assessor also has the ability to complete Risk Assessments and Technical Surveys if they have the necessary skills.

http://www.etech.net/products/property-hub/ http://www.etech.net/products/property-assessment-app/ http://www.etech.net/products/pre-assessment-survey-app/ http://www.etech.net/products/epc-mobile-application/ http://www.etech.net/products/technical-survey/
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Quote and recommend

Assessor can price up measures on the iPad App or centrally using the Property Hub, powered by bespoke pricing matrixes that are maintained on the Property Hub. Available funding and subsidies are factored into the quotation.

http://www.etech.net/products/property-hub/ http://www.etech.net/products/property-assessment-app/
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Funding

Assessment data is uploaded to the Property Hub directly from the iPad Apps. Once the measures have been fully agreed by the customer, the supplier can calculate the viability of the recommended measures and generate a quotation.

http://www.etech.net/products/property-hub/ http://www.etech.net/products/property-assessment-app/
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Technical Survey

Dependant on the measures or the clients process an instruction can be pushed out to the resource in the field to complete relevant Technical Surveys for Energy Efficient measures.

http://www.etech.net/products/property-hub/ http://www.etech.net/products/property-assessment-app/ http://www.etech.net/products/technical-survey/
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Installation

Arrange resources to install the measures utilising the Property Hub and instructs the installer via their iPad. Site note data is made available on the installer’s iPad App. Installer obtains customer sign-off and photographic evidence once installation is complete and can also complete Risk Assessments and Technical Surveys along with other regulatory documentation.

http://www.etech.net/products/property-hub/ http://www.etech.net/products/property-assessment-app/ http://www.etech.net/products/risk-assessment/ http://www.etech.net/products/technical-survey/
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Submissions

Once measures have been installed, any ECO measure scores can be calculated in the Property Hub and then sent to Energy Companies / Funders accompanied with all supporting documentation for evaluation. Property Hub stores all the relevant information, documentation and evidence to support audits, compliance, warranties and maintenance.

http://www.etech.net/products/property-hub/ http://www.etech.net/products/eco-portal/
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Reporting

Measures are collected and the data and documentation that form the submission are validated to ensure full compliance, allowing a full quality process to be employed at point of receipt and throughout the journey. The ECO Hub desktop system working in conjunction with the ECO portal automates this journey in real time to expedite the process.

http://www.etech.net/products/eco-hub/ http://www.etech.net/products/eco-portal/
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Survey Hub

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SMART Survey App

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ECO Hub

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Property Hub

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ECO Portal

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Technical Monitoring Portal

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Property Assessment App

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Installer App

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Floor Plan App

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Legionella Risk Assessment App

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Pre Assessment Survey

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EPC Survey

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Risk Assessment Survey

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Technical Survey

All our Energy products

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ECO Hub

ECO Hub enables Energy Suppliers to manage ECO obligations and Ofgem reporting. Controlling the movement and validation of data and documentation every step of the way.

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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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Risk Assessment Survey

The Risk Assessment Survey enables any specific property risks to be captured and reported ahead of further assessment or installation works.

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Technical Survey

The Technical Survey enables a full assessment of the suitability of a property for measure installation, identifying pre-installation requirements, and recording advice and guidance provided to the customer.

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Are you interested in any of our products?

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Our innovation is your energy solution

eTech specialise in developing mobile surveying and workflow management software for the Energy market, helping Assessors, Installers, Funders and Suppliers work seamlessly through the assessment, installation and funding of energy efficient measures in properties. Using the latest technology our joined up systems offer flexible working models and our software is proven to mitigate risk, streamline operations and enhance productivity.

We work with the UK’s leading Energy Suppliers, Funders, Installation and Assessment organisations, enabling multiple companies to work effectively together through the Energy Journey. We have a dedicated team of people with market expertise and IT knowhow, who work collaboratively with these clients.

Our clients