Focus heat-pump research on homes worth assessing.
Review insulation, heating type, recorded recommendations and property form together. Save a shortlist and plan the homes you want to assess.
An example property record.
Useful transition context.
Review recorded insulation.
May require improvement.
Survey confirms readiness.
Review heating, walls and loft insulation together
Compare property form, wall type, loft information, current heating and recorded recommendations in one view.
See the workflowChoose the properties to review
Save the properties relevant to your work, organise them into a route and record the result of each visit. Add a follow-up date when another appointment is needed.
Assign the right work to the right person
Team workspaces connect a property, the details used to select it, the assigned surveyor and the final outcome. Managers can see why the territory exists without crowding the mobile field view.
Heat-pump teams: planning your next visits.
What property details can heat-pump teams review?
For example, review current heating, wall type, loft insulation alongside the available certificate details. The example values on this page are illustrative. Save the records relevant to your work and confirm the current situation on a visit.
How does an area search become a usable territory?
Start with a postcode or operating area, apply the indicators relevant to the offer and review the resulting housing stock before saving anything. Save the useful properties together, review their recorded details and plan the stops you want to visit.
How current is the property information?
An energy certificate describes the property at its assessment date. Check that date and the available fields when reviewing a record. The Data & coverage page explains the information used by RetroPilot.
How are selected properties prepared for field work?
Every Team member can search using shared credits and build routes for their own work. Team owners can also assign routes. Open the route on your phone, get directions and record a visit outcome.
Does RetroPilot contact households for me?
No. RetroPilot provides property information and tools for organising your work. You choose which properties to approach, carry out the visits and record the results. The Data & coverage page explains the information and its limits.