Overview
Energy assessments are a paid report, and the report is the product
Energy assessors don't install anything. The deliverable is a report: an EPC for a domestic property sale or letting, a SAP calculation for new build compliance, a BREEAM or Passive House assessment for a commercial development, or a non-domestic Energy Performance Certificate for landlords. The work is mostly desk-based after a single survey visit. Customers booking an EPC usually expect to pay around the going rate for a property of that size, and don't think much further than that. Commercial customers are commissioning a multi-day exercise and need to see what's in it. A quote that says 'EPC' at a flat fee fits the domestic market but undersells anything more involved.
QuoteGenio gives energy assessors a quote shape for both ends. Property survey as the first line, modelling work in the appropriate calculation engine (SAP, SBEM, DesignBuilder), report production and registration with the relevant scheme, follow-up recommendations as a separate line where applicable, and an expedited turnaround surcharge for the customers who left the assessment until the week of completion. Send via WhatsApp or email to the property owner or the developer, take a deposit on commercial work, and the final invoice attaches the certificate or report against the same record so the customer has both in one place.
Who it is for
Who uses QuoteGenio
Built for every kind of energy assessor, from solo DEA contractors to small SAP / SBEM consultancies.
The problem
The quoting headaches every energy assessor knows
Energy assessment is accreditation-driven and software-driven. Without a structured proposal with assessment type (DEA / OCDEA / SBEM), software fee, and lodgement fee, the recurring SAP work always gets bundled into a flat per-assessment price.
Software fees absorbed
Stroma, Elmhurst, NHER, and similar software each charge per lodgement. Without it as a separate line, you absorb the lodgement fee on every assessment.
Verbal assessment-type pricing
Domestic EPCs (DEA), new-build SAP (OCDEA), commercial SBEM, and DEC have different price points. Customers want the type on paper.
MEES upgrade work missed
MEES regulations require minimum E-rating on rentals. Without an upgrade-recommendations upsell, the recurring revenue from re-assessments after upgrades is lost.
The fix
QuoteGenio makes it simple
A clean workflow for the energy assessor practice. Quote DEA / OCDEA / SBEM, software fee, lodgement, and MEES recommendations as separate lines. Send via WhatsApp from the property.
The payoff
What you get with QuoteGenio
The everyday wins that add up across a year of quoting and invoicing.
Built for EPC and SAP work
Line items for survey, DEA / OCDEA assessment, SAP calculation, SBEM commercial, lodgement fee, MEES upgrade recommendations, air-tightness.
Works from the property
Send an EPC quote from the doorstep, push a SAP quote from a new build site visit. Branded PDF on every send.
Quote in under 5 minutes
Build templates for residential EPC, new-build SAP, commercial SBEM, and MEES upgrade re-assessment. Each new prospect is a few taps.
Track assessments and finals
See which lodgements have completed and which finals are still unpaid. Track recurring landlord re-assessment dates.
Built for your trade
Quoting calibrated to how energy assessors actually work
Pick your trade in Settings and the entire quote flow switches to fit. Line item presets, compliance fields, on-the-quote calculators, and per-m² / after-hours pricing all change to match your industry.
Trade-specific line items
Quick add picker pre-fills the common items your trade quotes. Skip the blank rows.
Brand-specific catalogues
Pylontech, Hikvision, Canadian Solar, Sunsynk and others pre-named. Pick the brand, the description writes itself.
Compliance fields built in
IOPSA, ECASA, PIRB, PSIRA, NHBRC, SAQCC. Set once. Every quote prints them under FROM.
Registration expiry alerts
Dashboard notification 60 days before your PSIRA, CoC or any dated registration lapses.
Per-m² / hour / day billing
Unit selector on every line item: m², hr, linear m, days. Stop doing the maths externally.
After-hours and emergency
1.5× and 2× multipliers as a one-tap toggle. Customer sees the breakdown on the quote.
Quote-flow calculators
Solar size, battery backup, cable run cost. Compute on the spot, drop straight onto the quote.
Staged payments
Deposit on acceptance + balance on completion as two separate amounts on the quote PDF.
Scope-of-work checklist
Structured Included / Not included lists. Client acceptance = signing the scope.
Site-survey mode
Log a location per line item: camera positions, fixtures by room, sensors by zone.
Regional rate hints
Pricing ranges per item per currency shown as you quote.
Free on every plan
All of the above included on the free plan. Premium is for capacity, not the trade tooling.
Why QuoteGenio
Why Energy Assessors choose QuoteGenio
The tools that matter most when you are quoting on-site, under pressure, and between jobs.
Quote from your phone
Most Energy Assessors build and send quotes directly from the job site. No laptop, no office, no delays.
Win more jobs, faster
The first professional quote a client receives usually wins. Respond in minutes, not hours.
Quote to invoice in one click
When the job is accepted, convert to an invoice instantly. No retyping, no double entry.
Pricing guide
Typical Energy Assessors job pricing
A rough guide to what energy assessors charge for common work. Pricing varies by assessment type (DEA, OCDEA, SBEM), property size, lodgement scheme, and whether MEES upgrade recommendations are included. Commercial SBEM and large multi-unit SAP work sit at the top of these ranges.
| Job | Typical range |
|---|---|
| Residential EPC (existing dwelling) | $ 75 - $ 220 / EPC |
| Bulk landlord EPC (3+ properties same visit) | $ 65 - $ 180 / EPC |
| New-build SAP calculation (single dwelling) | $ 380 - $ 1,200 |
| SAP for plot / multi-unit development (per plot) | $ 220 - $ 580 / plot |
| Commercial SBEM (single building) | $ 580 - $ 2,400 |
| MEES upgrade recommendations (extra) | $ 145 - $ 580 |
| Air-tightness test (per dwelling) | $ 280 - $ 580 |
Pricing shown in USD as a rough benchmark. Rates vary significantly by country, region, currency, and market.
Call-out fees
Software lodgement fees should always be a separate line. Stroma, Elmhurst, NHER, and Sterling all charge per lodgement. Without it on the quote, the lodgement fee absorbs into your assessment fee. State the software provider and lodgement fee openly so customers see the third-party cost.
Hourly vs fixed pricing
Use fixed pricing per assessment for residential EPCs, new-build SAP, and commercial SBEM where the property type is known. Use bulk pricing for multi-property landlord visits where economies of scale apply. Use hourly only for unusual MEES advisory work or expert-witness reports.
See it in action
Example quote breakdown
Here's what a clean residential EPC + MEES proposal looks like. Survey, lodgement fee, MEES upgrade recommendations, and travel each visible on the proposal. Customers accept faster when they see the lodgement fee separately from the assessment fee.
Try it yourself
Job size
Region
Sample quote
Residential EPC + MEES upgrade recommendations, single dwelling
Survey + EPC assessment (existing dwelling)
Software lodgement fee (Stroma, pass-through)
MEES upgrade recommendations (bespoke advice)
Travel surcharge (regional, beyond standard radius)
| Description | Qty | Rate | Total |
|---|---|---|---|
| Survey + EPC assessment (existing dwelling) | 1 | $ 95.00 | $ 95.00 |
| Software lodgement fee (Stroma, pass-through) | 1 | $ 28.00 | $ 28.00 |
| MEES upgrade recommendations (bespoke advice) | 1 | $ 240 | $ 240 |
| Travel surcharge (regional, beyond standard radius) | 1 | $ 22.00 | $ 22.00 |
| Subtotal | $ 385 | ||
| Tax (10%) | $ 38.50 | ||
| Total incl. tax | $ 424 | ||
Totals recalculate as you change the controls above. Tax rate inferred from the sample quote.
Items often forgotten
Software lodgement fees, MEES upgrade recommendations on rentals, travel surcharges beyond standard radius, air-tightness testing for new-build SAP, and re-assessment fees after upgrades. Add these as standard or optional lines.
Peer snapshot
How Energy Assessors actually use QuoteGenio
Indicative activity for Energy Assessors on the platform. Use it as a benchmark for how often to quote and how fast to respond.
19
Quotes sent per month
51%
Average quote acceptance
3 min
Median time to send quote
$ 424
Typical quote value
Figures are indicative platform averages for this trade segment.
Start quoting Energy Assessor jobs like this, free
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Avoid these
Common quoting mistakes
We talk to a lot of energy assessors. The same software-fee, MEES, and bulk-landlord mistakes come up assessment after assessment. Fix these and your repeat-landlord work will reflect the upgrade and re-assessment cycle.
Mistake: Software fees absorbed
Better: Quote the lodgement fee as a separate pass-through line. Customers respect seeing the third-party cost itemised rather than absorbed.
Mistake: No MEES upsell
Better: Quote MEES upgrade recommendations as an optional line on every landlord EPC. Bespoke advice is the highest-margin upsell on a residential assessment.
Mistake: Verbal SAP scope
Better: State on new-build SAP whether design SAP, as-built SAP, or both are included. Customers comparing on SAP scope accept higher prices when itemised.
Mistake: No travel surcharge
Better: Quote a travel surcharge for assessments beyond your standard radius. Petrol and time on a 50 km drive are real costs and customers respect itemising.
Mistake: Bulk landlord pricing absorbed
Better: Quote bulk landlord rates as a separate discounted per-EPC line. Volume customers expect the discount; not stating it loses the bulk customer.
Mistake: No deposit on multi-plot SAP
Better: Take 30 to 50 percent deposit on multi-plot SAP packages. The work is committed across weeks and the deposit locks the customer.
Mistake: No expiry on the quote
Better: Set a 30 day validity. Software lodgement fees move; old quotes can bind you to outdated pass-through pricing.
Mistake: No follow-up after sending the quote
Better: Most quotes that don't close, don't close because nobody followed up. Send a polite check-in 48 hours after the quote lands, and a second nudge at day 7. Two of every three accepted quotes get there because someone followed up.
Step by step
How to quote energy assessment work
Always confirm the assessment type before quoting. EPC for existing dwelling (DEA), new-build SAP (OCDEA), commercial SBEM, and DEC for public buildings each have different price points and software requirements. Quote based on the property type rather than guessing from a phone description; assessment scope dictates the price.
Itemise survey, assessment, software lodgement, and any add-ons (MEES advice, air-tightness, travel) as separate lines. State the software provider (Stroma, Elmhurst, NHER) on the description so customers see the third-party cost. Add MEES upgrade recommendations as an optional line on every landlord EPC because it is the highest-margin upsell.
Take a deposit on multi-plot SAP and commercial SBEM. Standard EPCs invoice on completion. Multi-plot SAP packages over $ 1,500 and commercial SBEM over $ 1,000 need 30 to 50 percent deposit because the design and calculation work span weeks. State the deposit clearly on the proposal.
Send via WhatsApp or email and follow up. Energy assessment customers compare 2 to 3 assessors and the first quick proposal usually wins. Share via WhatsApp link, follow up after 24 hours, and once accepted invoice the deposit (where applicable) and book the survey. Set a 30 day validity.
FAQ
Common questions from energy assessors
Everything you need to know before getting started.
Yes. List the lodgement fee as a separate pass-through line. Customers respect seeing the third-party cost itemised rather than absorbed into your assessment fee.
Yes. Once your quote is ready, share the public link via WhatsApp. The customer opens a branded PDF on their phone, accepts online, and you have a time-stamped acceptance on file.
Quote a discounted per-EPC rate for 3+ properties at the same visit ($ 65 to $ 180 vs $ 75 to $ 220 single). Volume customers expect the discount; not stating it loses the bulk customer to a competitor.
Yes. Quote MEES upgrade recommendations as an optional line on every landlord EPC ($ 145 to $ 580). Bespoke advice is the highest-margin upsell on a residential assessment.
State whether design SAP, as-built SAP, or both are included. Each requires separate work and customers comparing on SAP scope accept higher prices when itemised. Add air-tightness testing as a separate line.
Yes. The free plan gives you 5 quotes and 2 invoices per month with no credit card. Upgrade to Premium for unlimited quotes during busy seasons.
Yes. 30 to 50 percent deposit on multi-plot SAP packages over $ 1,500 because the work spans weeks. State on the proposal so the customer agrees in writing.
Yes. Quote per building or per floor area. State whether design SBEM, as-built SBEM, or both are included. Commercial SBEM typically sits 2 to 3x residential rates.
If you are tax registered, yes. Most independent DEAs are below the threshold and quote tax-exempt. State clearly on the proposal whether tax applies.
30 days. Software lodgement fees move and your route schedule shifts. State the validity on the proposal.
Still have questions? We would rather answer them now than after you have signed up.
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Electrician · New Delhi
Guides
Guides for Energy Assessors
Practical advice to help you quote better, get paid faster, and grow your business.
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