New subcontractors can be added, certified and tracked with a straightforward record of their data.
Use the software to delegate tasks, organize schedules and watch over the progress of your work.
Put all project files together in a location that is secure and simple to access.
With reminders and alerts being automated, you’ll never forget when rules change.
Since it is intended for retrofit projects, our CRM simplifies PAS 2035 compliance by automating all the required steps. It provides ready-to-audit reports, regulates the process of handling risks and saves all activity logs. Regulatory requirements from PAS 2030, MCS and ISO standards are automatically part of how operations are performed. By monitoring for compliance and alerting teams as soon as issues come up, we help them successfully handle audits and continue to ensure a high standard of control and quality.
Automate the process by using built-in checklists for retrofits.
Make sure to log all your actions on each project for honest reporting.
Follow the guidelines from PAS 2030, MCS and ISO during the entire process.
You will be notified instantly whenever there is a deviation or issue with compliance.
CRM tools help make retrofit projects more efficient as everything is streamlined, fewer tasks are required in administration and communication among team members is simplified. By including compliance checks, errors and time delays are minimized and digital records make audits and inspections completely transparent. Automated notifications make it easier for teams and vendors to stay informed and answerable. Overall, the CRM helps your company attain good results by handling the intricate details of retrofits and protecting against legal issues.
With simple tools, handle any kind of retrofit project without managing spreadsheets or stressing over emails.
Use compliance checks and alerts to prevent people from making errors.
Ensure that all your files and actions are clear to avoid trouble during audits.
Communicate with all participants regarding their responsibilities and automatically inform them when needed.
Using our CRM ensures that coordination and communication with contractors stay organized and standardized during every retrofit project. It gathers details about subcontractors, the work they must perform and their results to ensure transparency. Thanks to the platform, it takes less time to make decisions and there is less work involved when managing the team. Responsible communication tools bring all parties including team members and vendors together, ensuring projects are delivered with compliance.
It is easy to manage all subcontractors and service providers, starting from their hiring to checking their progress.
With consistent visibility, you can assign or reassign jobs for retrofitting to any team, inside or outside the company.
Follow vendor and team efforts according to the set metrics to ensure the desired quality.
Ensure that all project stakeholders can easily connect and communicate to improve the work process and prevent mistakes.
It brings in PAS 2030, PAS 2035, MCS and ISO standards as part of its routines and uses automation for forms, checklists and audit logs to guarantee compliance with the rules.
Absolutely, your information is kept safe on our encrypted platform which meets GDPR rules and is regularly backed up.
People working in retrofit projects include coordinators, designers, installers, compliance officers, organizations that provide funds and consultants focused on improving energy efficiency.
Yes, with alerts, your team remembers important deadlines, their tasks and any compliance rules.
