- Organisation analytics
- Band distribution, homes that could reach band C, and breakdowns by postcode area, deprivation decile, property type, age, main fuel and advisor. Each panel downloads as a CSV.
- Plans built to an objective
- Aim for a target band, a budget or the minimum standard for rented homes, take the most savings or the most carbon, choose every measure yourself, or describe a goal and let the AI assistant draft the plan.
- Indicative grant eligibility
- Each household is checked against scheme criteria, including ECO4, the Boiler Upgrade Scheme and Warm Homes: Local Grant.
- Tariffs and solar
- Enter a household's own tariff, time-of-use rates included, so its cost estimates use what it pays. Size solar panels for the roof and see what they generate and export.
- Plan pages and PDFs
- Every plan is a web page and a PDF, both in your branding.
- Teams and several organisations
- Invite colleagues as admins or members; the role decides which properties their lists show and what they can change. Advisors can belong to several organisations and switch between them.
- Audit trail
- Owners and admins can read a log of successful sign-ins, conversations with the AI assistant, and each time an admin opens a household's conversation.