Retrofit assessor: keep jobs and business admin together

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

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A home energy assessor checks a wall-mounted boiler with a tablet in a kitchen.

A tape measure spans exposed brick beside a radiator while an assessor holds a tablet.

A home energy assessor points out a kitchen window to a homeowner beside a radiator.

Features

Keep the business side moving

Keep the practical business side of retrofit 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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A homeowner gestures towards a wall-mounted boiler while an assessor looks on.

Your own enquiries

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

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An assessor points to a gridded notebook held by a homeowner outside the front door.

Online booking

Let people request retrofit 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 retrofit assessor jobs and everyday business notes together.

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Offlico reminder responses shown on a laptop

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.

Retrofit assessments need the dwelling's construction and heating details, plus access to the spaces being inspected, before recommendations are developed.

Home, property or construction site

Arrange the retrofit assessment when the assessor can inspect the building fabric and heating setup without restricted access.

Book a separate call to explain proposed measures, keeping the technical assessment in the appropriate professional system.

The practical difference

One booking. Every part connected.

Booked retrofit 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

Arrange the retrofit assessment when the assessor can inspect the building fabric and heating setup without restricted access.

Keep the right contact

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

Finish and follow up

Book a separate call to explain proposed measures, keeping the technical assessment in the appropriate 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 retrofit 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 retrofit 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