Manage prospective leads, record homeowner information and property details, and perform prevalidation eligibility checks.
Manage prospective leads & prevalidate
Push Appointments to technical surveyors
Push appointments to technical surveyors and energy assessors out on the road.
Information gathered onsite via the iPad app
On site technical Surveys
Complete on site technical surveys for cavity insulation, loft insulation, replacement boilers, and EWI energy efficiency measures.
Info sent to online portal for review
Produce time-consuming compliance documentation at the click of a button.
Additional complience checks are undertaken
Eco Surv Installation
Book in fitting teams and push appointments to installers in the field using the Eco Surv Installation mobile application. Send important documents, such as customer satisfaction surveys and declaration of conformity documents, to the back office whilst on-site
Diary system to book fitting appointments
Using the submission profile feature on the Eco Surv portal, quickly produce all relevant submission documentation and naming conventions with one simple click.
Upload additional fitting system
Download Submission Pack
Download your funder submission pack in one easy step
Download funder submission pack