Industry Solution

Energy consultants who turn assessments into ongoing client relationships

Energy consultants, ESOS assessors and sustainability advisors need professional proposal management, structured project workflows and clear reporting to build a scalable practice.

Book a Free Demo Start Free Trial

About This Solution

Practice management for energy consultants and assessors

Energy consultancy is a relationship-driven business where trust and expertise matter more than anything else. But expertise alone does not build a profitable practice - you also need efficient proposal management, structured project delivery and clear client reporting.

Zigaflow gives energy consultants the operational backbone to grow a professional, scalable practice.

Key Facts

Most UK energy consultancies employ 5-25 staff, often combining assessors, analysts, and admin in small offices.
EPCs, DECs, and RREC reports are core deliverables, each with strict government submission deadlines.
Assessors juggle multiple site visits daily across regions, creating complex scheduling and mileage tracking needs.
Many firms win repeat work through property managers, housing associations, and commercial landlords on framework agreements.
Manual quoting and job tracking across spreadsheets causes missed deadlines, unbilled visits, and compliance risks.

How It Works

Up and running in four simple steps

Enquiry Capture and Qualification

Enquiries arrive via website forms, broker referrals, property managers, or direct calls requesting EPC, TM44, or energy audit assessments. Each lead is logged with property type, floor area, access requirements, and urgency so the right accredited assessor can be assigned.

→

Quote and Proposal Generation

Quotes are built using property-specific variables including building size, occupancy type, assessment standard required, and travel distance to site. Branded proposals detailing scope, accreditation credentials, turnaround times, and pricing are sent to clients for approval directly from the platform.

→

Assessment Scheduling and Delivery

Accepted jobs are scheduled to qualified assessors with site access details, compliance checklists, and lodgement deadlines attached to each work order. Progress is tracked from site visit through data collection, report production, and official lodgement with Landmark or the relevant government register.

→

Invoicing, Payment, and Sync

Invoices are raised automatically on job completion or lodgement confirmation, with line items reflecting agreed rates for assessment type, travel, and any remedial revisit charges. Payment status is tracked per job, and completed transactions sync to accounting software such as Xero or QuickBooks to keep reconciliation clean.

Want to map out the exact workflow for your business?

Build your workflow free →

Common Challenges

The problems we solve

Built specifically for your industry - Zigaflow tackles the operational headaches that generic software ignores.

Proposals are time-consuming to produce for every enquiry

Energy consultancy proposals need to scope the work clearly, demonstrate expertise and be priced accurately. Producing bespoke proposals for every enquiry takes hours that could be spent on billable work.

How Zigaflow helps

Zigaflow proposal templates with your standard service descriptions and day-rate structures let you produce professional, consistent proposals in a fraction of the usual time.

Integrations