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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