Plan the work
Check that the energy assessor can view the relevant heating controls, windows and insulation areas during the property visit.
For energy assessors
Business management for energy assessors
Bring energy assessor jobs, contacts, reminders and payments into one connected business workflow.
Start 30-day free trial See how it works
How Offlico works
One booking. Every part connected.
An energy assessment needs access to relevant rooms and building details, with heating, glazing and insulation information useful before the visit.
Choose the parts of the working day you want to connect. A booking for energy assessor work may lead to travel, an invoice or a repeat visit, but that does not mean the same app must replace every tool used to perform or document the work itself.
Offlico in practice
A clearer view of the next step.
Bring the calendar, contacts and payment steps of a working day together.
Check that the energy assessor can view the relevant heating controls, windows and insulation areas during the property visit.
Start with the diary and contact details, then use the reminder and payment steps that fit your work. Each ordinary business step should give useful context to the next one.
How it works
One booking, every part connected
A practical way to manage the business side of energy assessor work.
Keep the right contact
Keep energy assessor booking and contact details available during the working day.
Finish and follow up
Set a date to share the assessment output, while handling certificates and evidence in the assessor’s usual professional system.
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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Online booking
Let people request energy assessor work without a chain of calls and messages.
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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.
ExploreWhere 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.
Can I use Offlico alongside other work tools?
Yes. Try Offlico for the everyday diary, contact, reminder and payment steps, then decide which parts of that business workflow help you most. Keep any specialist work in the tools it needs.
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.