An assessor reviews a survey binder beside property photographs and a laptop.

For retrofit assessors

Business management for retrofit assessors

Bring retrofit assessor jobs, contacts, reminders and payments into one connected business workflow.

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How Offlico works

One booking. Every part connected.

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

Choose the parts of the working day you want to connect. A booking for retrofit 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.

An assessor writes survey notes on a clipboard beside a wall-mounted boiler.
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Offlico in practice

A clearer view of the next step.

Bring the calendar, contacts and payment steps of a working day together.

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

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 retrofit assessor work.

01

Plan the work

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

02

Keep the right contact

Keep retrofit assessor booking and contact details available during the working day.

03

Finish and follow up

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

Features

Keep the business side moving

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

Offlico weekly calendar shown on a phone

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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Client records

Find contacts, previous retrofit 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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Where specialist tools still matter

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

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Find the part you need

Retrofit assessor overview Admin overload Managing enquiries Online booking Appointment reminders Client records

Frequently asked questions

A few things worth knowing

Can Offlico replace every tool I use for retrofit 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 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