Energy assessor: keep jobs and business admin together

Keep your jobs and the ordinary business details of energy assessor work in one place: contacts, locations, reminders and payments.

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A man holds a tablet beside a kitchen window, radiator and wall-mounted boiler.

Hands hold a clipboard with a floor plan while another hand checks a window.

A man gestures towards a wall-mounted boiler while speaking with a woman in a kitchen.

Features

Keep the business side moving

Keep the practical business side of energy assessor work connected, from the next booking through to payment.

Calendar

See your jobs, locations and the next part of the day in one diary.

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Your own enquiries

Use your own channels for energy assessor enquiries, then organise suitable accepted work in Offlico. Local customer requests are not currently available for this role.

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A woman points to an assessor’s open notebook as they talk beside a kitchen boiler.

Online booking

Let people request energy assessor work without a chain of calls and messages.

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Offlico client contact and address details shown on a phone

Client records

Find contacts, previous energy assessor jobs and everyday business notes together.

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Automatic reminders

Remind people about agreed work before an avoidable gap in the day.

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Tap to Pay

Take a contactless payment on a supported phone without a separate card reader.

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Made for work on the move

The work is specific. The admin should be simple.

An energy assessment needs access to relevant rooms and building details, with heating, glazing and insulation information useful before the visit.

Home, property or construction site

Check that the energy assessor can view the relevant heating controls, windows and insulation areas during the property visit.

Set a date to share the assessment output, while handling certificates and evidence in the assessor’s usual professional system.

The practical difference

One booking. Every part connected.

Booked energy assessor work is more than a time slot. The contact, location, agreed work and follow up need to stay together.

See the complete workflow

Plan the work

Check that the energy assessor can view the relevant heating controls, windows and insulation areas during the property visit.

Keep the right contact

Keep the booking, location and ordinary business contact details where you can find them.

Finish and follow up

Set a date to share the assessment output, while handling certificates and evidence in the assessor’s usual professional system.

Explore the details

Find the part you need

Admin overload Managing enquiries Online booking Appointment reminders Client records Business management software

Explore the wider Offlico toolkit

See the general features and choose the parts that fit your work.

Calendar and scheduling Smart routing Online booking Client records Automated reminders Services and prices Invoices and receipts Payments Tap to Pay Mileage tracking Bookkeeping Documents and notes Reports and insights Offline mode Stock management Team access

Frequently asked questions

A few things worth knowing

Is this useful for energy assessor work away from a fixed desk?

Offlico keeps ordinary booking, location, contact and payment details available around a mobile working day.

Does Offlico replace specialist tools?

Offlico does not replace CAD, survey instruments, formal reports, valuations or professional certification.

Can I try Offlico before committing?

Start with a free trial and see how the everyday workflow fits your own way of working.

Offlico for energy assessor work

Make the next working day easier to run.

Bring your diary, contacts, reminders, payments and ordinary admin into one place.

Start 30-day free trial