QERB Energy Office Portal

The Office Portal contains everything you will need to complete your daily tasks at QERB Energy – all put together in one place.

Need help, or more links?

Mob: 07494 130 208
Email: Jordan@qerb.uk
Click the button below to compose Gmail.

MATERIALS - LI/UFI/HC/ST

Materials Form – fill out the materials survey information to generate a list of materials to order for the appropriate office staff. This form is also in the surveyor’s portal.

Materials - CW/EW/Dr/Wn

Materials Form – fill out the materials survey information to generate a list of materials to order for the appropriate office staff. This form is also in the surveyor’s portal.

Tech & Install Packs

Submit GHG Installations to the relevant funders with the tech survey and install packs form. All documents are sent to and stored in the QERB Google Drive. 

Manage and assign tasks – always cover your ****

Treat this as the new way to communicate within QERB Energy – use the Task Form to send tasks/issues/remedials or messages to your office colleaugues, management and surveyors. Once you have entered the person who the task is for and submitted the form, it will be sent to that person via email.

Are you dealing with an un-happy customer?

Follow the button below to fill-out a “Feedback & Support Form’ on behalf of a customer, alternitively, you can copy and paste the URL link and email it to them:

https://qerbenergyltd.wufoo.com/forms/r1dyan8t1cy1y3n/

Shortcuts

Here are the things you use the most – in one place. If you would like to add something, or changing anything to the shortcuts, contact Jordan@qerb.uk.

QERB Energy Ltd

HUBSPOT (CRM)

Contacts  •  Create & Edit  •  Deals

QERB Energy Ltd

QERB CALENDARS

Surveyors  •  Installers  •  Office

QERB Energy Ltd

GOOGLE DRIVE

GHG  •  Files/Photos  •  ECO3

QERB Energy Ltd

GOOGLE SHEETS

Track  •  Edit  •  Create

QERB Energy Ltd

EDF PORTAL

ECO3  •  Submissions  •  Key Manager

QERB Energy Ltd

TRUSTMARK

Submissions  •  Information  •  GHG

ECO3 Submissions

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et

h

Loft Submissions

Click here to submit and create your ECO3 Loft submission for the funder. All Documents will get sent to the relevant email address.

h

Boiler Submissions

Click here to submit and create your ECO3 Boiler submission for the funder. All Documents will get sent to the relevant email address.

h

Solar Submissions

Click here to submit and create your ECO3 Solar submission for the funder. All Documents will get sent to the relevant email address.

Submit a Voucher

Use the Voucher Form to submit all Green Homes Grant voucher numbers – this will automatically update the Hubspot CRM and will update the quote status in preperation for installation.