Managing Energy Performance Certificates (EPCs) can be time-consuming, especially when coordinating multiple engineers, sites, and paperwork. At Okappy, we’re dedicated to simplifying this process and making it more efficient for your team and your customers. By integrating EPC forms directly into the Okappy platform, your engineers can easily fill out these forms on-site, and you can track the status of each form in real time, ensuring accuracy, transparency, and efficiency.

In this blog post, we’ll explain how Okappy makes managing EPCs effortless and how our platform allows you to monitor, update, and share EPCs seamlessly with your customers.

Simplifying EPC Completion with Digital Forms

Gone are the days of manually filling out paper forms on-site, which can lead to delays, miscommunication, or even lost paperwork. With Okappy, you can digitise your entire EPC process, providing engineers with easy-to-use digital forms they can complete right from their mobile devices while on-site. This not only ensures accuracy and real-time updates but also eliminates the hassle of manual data entry later on.

Here’s how it works:

1. Access EPC Forms On-Site: When an engineer arrives at a property to conduct an EPC assessment, they can instantly access a preloaded, customisable EPC form from within the Okappy app. The form is designed to include all the necessary fields for energy performance assessments—covering everything from insulation and heating systems to window glazing and lighting efficiency.

2. Real-Time Updates: As engineers complete the form, Okappy automatically updates the status in real time. This means that your office team and customers can see the form being filled out and track progress throughout the inspection. You’ll always know where each EPC stands—whether it’s just started, awaiting more information, or fully completed.

3. Capturing Data Efficiently: Engineers can input data directly into the form, add notes, and even attach photos to provide visual documentation of the assessment. This improves clarity and ensures that all relevant details are captured accurately on-site, reducing the chances of missing information.

Real-Time Tracking and Transparency

One of the biggest advantages of managing your EPCs within Okappy is the real-time tracking feature. As your engineers update the form on-site, you can immediately see their progress. You no longer need to wait for the engineer to return to the office or submit paperwork—everything is updated instantly within the platform.

Key Benefits of Real-Time Tracking:

1. Enhanced Visibility: You get a live view of the form’s status, allowing you to keep track of how far along the EPC process is. Whether the engineer is halfway through the inspection or ready to submit the final report, you’ll have full visibility.

2. Instant Issue Resolution: If the engineer encounters an issue during the assessment, such as needing additional information from the property owner or discovering unexpected complications, they can flag it directly in the form. This allows your team to quickly address the problem, preventing delays.

3. Transparency with Customers: Okappy allows you to share the real-time status of the EPC form with your customers, keeping them informed throughout the process. This builds trust and ensures that customers are always in the loop regarding the progress of their property’s energy performance assessment.

Customisable EPC Forms Tailored to Your Needs

At Okappy, we understand that every business has unique requirements, especially when it comes to fulfilling legal obligations like EPC assessments. That’s why our platform gives you the flexibility to customise EPC forms to match your exact needs. Whether you need to add specific fields, rearrange the layout, or include mandatory inputs, Okappy makes it easy to tailor forms to your business.

Here’s what makes our customisable forms so powerful:

1. Full Control Over Fields: Add or remove sections as needed. For instance, if you want to capture detailed information about a property’s heating system or insulation materials, you can easily include fields for that.

2. Streamlined Data Entry: Create drop-down menus, checkbox options, or mandatory fields to ensure your engineers capture the right information every time.

3. Visual Documentation: Enable engineers to upload photos directly into the form, ensuring that important aspects of the EPC, such as insulation levels or heating system setups, are well-documented.

4. Customer Sign-Off: Include an option for customers to sign off on the form digitally once the EPC is completed, providing an additional layer of accountability.

Seamless Sharing and Collaboration

One of the standout features of Okappy is the ability to easily share completed EPC forms with both internal teams and customers. Once an engineer has finished filling out the form on-site, it can be instantly shared through the platform. No more emailing files back and forth or printing physical copies—everything is digital and accessible with just a few clicks.

How Sharing Works:

1. Automatic Updates: As soon as the form is completed, it’s automatically updated in the system and can be sent directly to your customer. You can set up notifications so that customers receive an alert as soon as their EPC is ready.

2. View and Download: Customers can view the EPC report in Okappy, complete with all the data, photos, and notes captured during the assessment. They can also download the document for their records.

3. Collaborative Review: If you need to review the EPC form internally before sending it to the customer, Okappy makes it easy for your team to collaborate. You can review the form, make any necessary amendments, and approve it for final submission—all within the platform.

Improve Compliance and Streamline Your Workflow

With Okappy, you can ensure that your business stays compliant with EPC regulations while simplifying the workflow for your engineers and office team. Compliance becomes second nature when all EPC forms are digitised, completed correctly, and tracked in real time. This also means that if you ever need to provide proof of an EPC, you’ll have easy access to all the necessary documents in one place.

Key Benefits for Your Business:

•Faster Turnaround: By allowing engineers to fill out forms on-site and share them instantly, you can drastically reduce the time it takes to complete and deliver EPCs to your customers.

•Reduced Errors: The digital form ensures that all required fields are filled out correctly, reducing the risk of incomplete or inaccurate EPC assessments.

•Enhanced Customer Satisfaction: With real-time updates and seamless sharing, your customers will appreciate the transparency and efficiency of your process, leading to greater trust and repeat business.

Conclusion

Managing Energy Performance Certificates doesn’t have to be a tedious or time-consuming process. By using Okappy, you can streamline your workflow, ensure real-time updates, and deliver completed EPCs to your customers quickly and efficiently. Our customisable forms, real-time tracking, and seamless sharing capabilities make Okappy the perfect solution for simplifying your EPC assessments, ensuring compliance, and providing outstanding service to your clients.

Ready to take your EPC process to the next level? Get in touch with us today and see how Okappy can transform the way you manage energy performance certificates.

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