Our web based desktop software provides a CRM and workflow system for Installers, Managing Agents and Energy Suppliers, to support the customer journey through the ECO and Able to Pay schemes.
Firms involved in various energy efficient initiatives can work seamlessly together to manage customer journeys. The platform is configurable according to customers’ business requirements and extensive API solutions allow for seamless integration with third party systems.
Full operational control is possible with field resource management based on skills, geographical coverage, capacity and availability. Property Hub includes appointment bookings and advanced scheduling functionality and the ability to manage individual resource accreditation and qualification details.
The software can be configured enabling in-depth workflows for managing user defined tasks and activities. Survey site notes, photographs and reports are uploaded from the field in real-time in a compliant format and backed-up securely.
Intuitive easy to use interface, including workflow rule configuration and task management to ensure your staff focus on the priorities to progress jobs through the system.
Automated validation of measure data and evidence documents against configurable business rules, to ensure ECO measures reported to Obligated Suppliers are right first time.
Business processes to support both the ECO and Able to Pay sectors, incorporating a full set of APIs for digital platform support and merchant integration for fulfilment.
Manage leads and appointments
In-home quotation generation
Back-office re-quote facility based on product option revisions
Bill of Materials generation
Installation management via mobile Installation App
Automated ECO Rural eligibility check when a job is created
ECO eligibility checker
Collect DWP benefit recipient Data Match consent, create import spreadsheets and process verification results electronically
ECO Lot and funding management, replicated in the mobile Assessment App
Real time ECO Deemed Scores calculations and associated funding value
Ofgem compliant ECO documents automatically generated
ECO compliant Installation management
Data and evidence validation
Automated evidence document transfer to the ECO Hub platform used by Obligated Energy Suppliers