Surveyor’s Portal

Shortcut Links

All of your survey tools – in one place. Here are a few shortcuts to your most frequently used resources. You can find everything else you may need for surveys below.

Survey Form

Wufoo survey form – fill out all required questions in the form, then submit photos.

Acceptance Form

Wufoo Acceptance form – Fill out this form once you have a completed quotation

Photo Folder

Google Drive – store all captured required data from your ‘won’ surveys.

Phoenix Finance

Phoenix – customer needs help with the contribution? Try Phoenix Finance.

Phoenix Finance

QERB Energy Ltd, is able to offer a loan option from Phoenix Financial Consultants Limited (“Phoenix”) on our Home Improvement installation quotes. The loan calculator on Phoenix’s website allows you to show the customer an example of monthly repayment and total amount repayable values.

Survey Form

Fill out all required questions in the form, make sure to do this correctly as this form will auto-generate a quotation for the customer. You will then go through the ‘Acceptance Form’ to generate the contract agreement for the customer, if they choose to go ahead.

Photo Folder | Google Drive

Here you will store all required data and photos taken at ‘won’ surveys, for Quotes, Contracts & Submissions. The Survey Form will automatically create a folder for each set of photos on submission. Manually enter Address, Benefit, Primary and Secondary measure photos.

The Surveyor’s Handbook

The surveyor’s handbook consists of almost all the information you need to know about carrying out Green Homes Grant and ECO3 surveys. We have layed it out so you can easily navigate your way to the Doc that you need. If you feel the handbook is missing something – please let us know.

Door Codes & Prices

Use this webpage link to find all the external door codes and prices for the survey form. Simply enter a code 1-6 for each wanted external door to generate the price on the quotation and contract.

Energy Grants & Funding made even more available!

We’ve teamed up with Phoenix Finance to make home improvements more accessible to our customers. We’re able to finance the customer’s energy saving products – whether they’re using finance to purchase the whole system or to cover a Green Homes Grant/ECO3 contribution.

It’s never been easier to reduce your customer’s home’s energy costs and carbon footprint. Use the finance calculator to work out repayments spread over the preferred time period.



You can view our most frequently asked questions here, if you happen to not see the answer that you’re looking for, you can check our website. If it becomes a popular question amongst the surveyors we will add it here for other people.

What happens after applying?

If the finance application is approved, once the customer signs the finance agreement, arrange an installation date to install the customer’s purchased/funded product.

Who are Phoenix Finance?

Phoenix specialise in “simplifying the complicated world of finance” to find the best products and make them more financially avaialable, for you.

Are Phoenix regulated?

Phoenix Financial Consultants Limited (‘Phoenix’) (Company no. 7436334) is authorised and regulated by the Financial Conduct Authority (Financial Services Register no. 539195).

Credit checks?

Approval for a loan is not guaranteed and an application process is needed first, that will assess their financial circumstances, and their ability to repay the loan.

TrustMark Information

The Energy Company Obligation (ECO) is a government energy efficiency scheme in Great Britain to tackle fuel poverty and help reduce carbon emissions.

Your Local Heating Vouchers

The Energy Company Obligation (ECO) is a government energy efficiency scheme in Great Britain to tackle fuel poverty and help reduce carbon emissions.

Ready to get started?

Want to ask us something? Contact us.