One contact profile
Keep the right contact, address and ordinary business details together.
For energy assessors
Client records for energy assessors
Keep energy assessor contacts, booking history and everyday business notes together, ready before the next piece of work.
Start 30-day free trial See how it works
Know the contact before work begins
Know the contact and the work before you begin.
An energy assessment needs access to relevant rooms and building details, with heating, glazing and insulation information useful before the visit.
An ordinary business record answers practical questions: whom to contact, where the work was booked and what follow up is due. If your work needs specialist case notes, keep them in the appropriate system rather than treating ordinary booking notes as a substitute.
Offlico in practice
A clearer view of the next step.
Find the next booking alongside the contact and previous ordinary business notes.
Set a date to share the assessment output, while handling certificates and evidence in the assessor’s usual professional system.
The next piece of work is easier to prepare for when the previous ordinary booking and next business action are visible. Check whether the contact, location or agreed time has changed before you start.
Explore the full workflowHow it works
From contact to useful business history
A practical way to manage the business side of energy assessor work.
See the booking history
Find previous energy assessor jobs and the next booking without searching across messages.
Finish the admin
Set a date to share the assessment output, while handling certificates and evidence in the assessor’s usual professional system.
What changes
Remember the person, not just the slot.
Bring the contact and previous energy assessor bookings back into view before the next piece of work, while specialist records stay in the systems your profession requires.
Start 30-day free trialCorrect contact and address
Previous ordinary business bookings
Useful logistics and notes
Invoice and payment status
Where specialist tools still matter
Offlico does not replace CAD, survey instruments, formal reports, valuations or professional certification.
Explore the details
Find the part you need
Frequently asked questions
A few things worth knowing
Can Offlico replace every tool I use for energy assessor work?
Offlico does not replace CAD, survey instruments, formal reports, valuations or professional certification.
What belongs in an ordinary business record?
Keep the contact, address, booking history, useful logistics and payment follow up together. If your work requires specialist case notes, keep those in the appropriate system.
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.