Supporting Retrofit Installers from First Fix to Final Sign-Off

Built for Installers. Designed for PAS 2030 & 2035 Compliance.

ECO Surv is more than software — it’s an operating system for retrofit installation businesses.

Our platform supports installers by managing operatives, guiding compliant workflows, capturing site evidence in real time and automating documentation — all through one connected system, including the dedicated ECO Surv mobile app.

Operative Management & Site Control

Managing multiple installers across multiple sites creates risk, missing evidence, incomplete documentation, and inconsistent standards.

ECO Surv provides:

• Assignment of jobs to named operatives

• Real-time job tracking

• Centralised visibility of site progress

• Structured workflow stages

• Clear responsibility for evidence capture

You always know:

 Who is on site
 What stage the job is at
 What evidence has been captured
 What remains outstanding

On-Site Data Capture via the ECO Surv Mobile App

Compliance must happen on site — not reconstructed later.

The ECO Surv mobile app enables operatives to:

• Capture time-stamped photos

• Upload installation-stage evidence

• Complete structured compliance checklists

• Record system details and product data

• Upload certificates and documentation

• Capture digital signatures

All data is uploaded instantly into the central system.

Evidence is captured in the moment — when it matters most.

This dramatically reduces the number of rejected jobs due to missing or incorrect documentation.

PAS 2030 & PAS 2035 Compliance Built Into Workflows

Retrofit installation is highly regulated. Manual compliance processes are risky and inefficient.

ECO Surv embeds PAS 2030 & PAS 2035 requirements directly into intuitive installer workflows:

• Mandatory evidence checkpoints

• Stage-by-stage compliance prompts

• Pre-install, during-install and post-install capture

• Linked documentation to each measure

• Automated validation before completion

Installers are guided on what must be captured, removing guesswork and reducing risk.

Compliance becomes part of the job, not an afterthought.

Installer-Friendly, Intuitive Workflows

We understand that installers are not compliance administrators.

The system is designed for:

• Simple navigation

• Clear task prompts

• Minimal typing

• Mobile-first functionality

• Fast photo capture

• Logical job progression

It’s built for use on scaffolding, in lofts and in real working environments — not just in an office.

Capture the Right Evidence at the Right Time

One of the biggest causes of payment delays is incomplete documentation.

ECO Surv ensures:

• Required photos cannot be skipped

• Correct angles and stages are captured

• Documentation is linked to measures

• Certificates are uploaded before job completion

• A full audit trail is automatically created

When scheme providers request evidence, it’s already organised and accessible.

Significant Time Savings Across the Business

Installation businesses often lose time through:

• Chasing installers for photos

• Manually building job packs

• Reconstructing evidence

• Handling scheme rejections

• Reworking incomplete files

ECO Surv automates:

• Evidence collation

• Job pack creation

• Compliance checks

• Document generation

• Reporting

This reduces admin overhead and accelerates submission timelines.

More completed jobs. Faster payments. Lower overhead.

Automated Document Generation & Reporting

Once installation is complete, ECO Surv can:

• Generate compliant job packs

• Produce structured reports

• Compile evidence into organised files

• Create documentation for scheme submission

• Provide management reporting dashboards

From site completion to submission-ready documentation — in minutes, not hours.

Protect Your Business from Compliance Risk

In today’s retrofit environment, compliance failures can mean:

• Withheld payments

• Failed audits

• Scheme removal

• Reputation damage

ECO Surv provides:

 Full digital audit trail
 Version-controlled documentation
 Time-stamped evidence
 Centralised document storage
 Secure cloud-based records

Your compliance position becomes defensible, structured and transparent.

A Platform That Scales With Your Installation Business

Whether you manage:

• A small team of installers

• Multiple installation crews

• Subcontracted operatives

• National retrofit programmes

ECO Surv provides operational control and compliance confidence at scale.

Why Retrofit Installers Choose ECO Surv

 Dedicated mobile app for on-site data capture
 PAS 2030 & 2035 compliant workflows
 Operative job tracking
 Automated evidence collection
 Reduced admin burden
 Faster scheme submissions
 Improved cashflow through fewer rejected jobs