The CRM for energy assessors.

Agents book online, you plan a tight route and get paid by card before the EPC is lodged.

Start your 14-day free trialBook a demo
A tradesperson in a hard hat checking jobs on their phoneReady for energy assessors

Less paperwork. More paid work.

The jobs that eat your evenings, handled for energy assessors.

Back-and-forth to book appointmentsOnline booking page with live availability
Driving all over the countyMap of the day with route ordering
Agents paying weeks laterPay up front by card on booking
Built for energy assessors

Everything set up for your trade.

Choose energy assessments (epc) when you sign up and all of this is ready to go.

  • Online booking page and embeddable widget
  • Map of the day with route ordering
  • Letting agent portal
  • Photos on every job
Start free trialSee all features

Your starter price list

  • EPC, 1 to 2-bed£60.00usually 45 min
  • EPC, 3 to 4-bed£75.00usually 1 hour
  • EPC, 5-bed and above£95.00usually 1 h 30 min
  • Commercial EPC£250.00usually 3 hours
  • Floor plan£35.00 per item

Example UK prices before VAT, loaded so you can send a quote straight away. Change them to your own, in any currency.

On site

A checklist your team ticks on every job.

The energy assessments (epc) starter pack includes this checklist. Make photos compulsory on any step, or add your own.

  1. Confirm access and key collection
  2. Measure and record construction details
  3. Photograph heating, glazing and insulation evidence
  4. Record meter details
  5. Upload evidence

Proof of every job

Your team captures it all in the staff app, even with no signal.

Before and after photosTime-stamped, every plan
Customer signatureDrawn on screen
Job notesTyped or voice notes
GPS clock in and outTimesheets built for you

Plus everything else you need.

Every plan includes unlimited customers, quotes, jobs and invoices.

Quotes and e-signaturesDispatch boardCard payments and Direct DebitWhatsApp and SMS inboxOnline bookingOffline staff appReportsXero and QuickBooks

Questions from energy assessors

Can agents book EPCs online?

Yes. Agents use your booking page or their portal to book and pay.

Can I plan my route?

Yes. The map of the day orders jobs into a sensible route.

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Helpful guides

Getting paid

Late payment interest and compensation in the UK

If a business customer pays you late, the law may entitle you to interest and a fixed compensation sum. Here is how it works and when it is worth using.

7 min readGetting paid

How to invoice as a UK sole trader

What has to be on the invoice, what helps you get paid faster, and the mistakes that cause awkward conversations with customers and HMRC.

7 min read

Put the kettle on. We'll do the paperwork.

Set up in fifteen minutes, send your first branded quote today.

Start your 14-day free trialSee pricing