Lead generation

You can manage leads through multiple channels, record homeowner information and property details, perform validation eligibility checks and data match all within your ECO Surv account. Utilise our network of installers to pass orders to installers with a simple click.

Pre-survey appointments

You can view your operatives’ diaries in detail and schedule appointments while they are out in the field.

Technical surveys & forms

Complete on-site technical surveys for PAS Energy Efficient Measures along with other compliance forms which include H&S, Risk Assessments, Gas Safe and Electrical Minor Works certificates.

Compliance checks

You can produce (usually) time-consuming compliance documentation with a simple click.


Using our submission profile feature, you can quickly produce all relevant submission documentation and naming conventions with a simple click.

Working with Funders

Our controlled data flow assures the collection and submission of accurate and compliant data from diverse sources at every step.

Faster submissions

Our portal’s powerful, dynamic KPI reporting and rapid documentation generation makes your submissions fast and simple.

Fast secure payments

Ensure you are paid on time every time, accurately and safely with our portal.