INTRODUCTION TO RETROFITWORKS’ SOFTWARE V nd Nov 2014

Contents Software overview System capabilities Integrating functions in one place Onsite live updates Upcoming enhancements

Software Overview Our software is a cloud based business platform that streamlines the complicated “estimation” and “evidence of use” processes for the domestic refurbishment market. It makes detailed costing quick and simple, and streamlines the job tendering process into one, easily comparable centralised quotation. This process is seamless, and convenient to the homeowner. The system also incorporates a central membership facility, giving traceable lead functionality, and full client update and project management in one place.

System Capabilities Authorised users and their roles are added by administrator. Members can configure the pre-installed product catalogues with their own costs, margins and discounts. “Activity Based Costing” details types and quantities of products and labour categories required to complete the job. Jobs are remotely surveyed, and administered via iOS or Android. The system can produce single/tendered quotations, and procurement & labour schedules for contractors. Sensecheck of pricing proposal against NSR rates

System Capabilities By capturing property, time and material details at survey stage checklists can be completed onsite as work is done. Contactors & their sub-contractors are prompted to take photos and sign off compliance checklists on the tablet, all of which are time and geo-stamped. Member competencies cross checked against job type to ensure that members only work on jobs that they’re certified to work on (e.g. gas etc.) Software allows Members and Administrators to assign home visits and manage contractors and sub- contractors in real time. Role specific tasks for sub-contractors allows users to monitor works in real-time against predetermined measure specific design & build templates. Selected users may be notified of status changes.

Integrating Functions in 1 Place Self service system design; ease of administration Lead Management and Client Management Building listings & Multiple landlord property details Membership management, and allocation of leads Building survey, pricing, tendering, and project award and management Terms and Conditions customisable per tender Diary / time scheduling Subcontractor management Onsite live update for job status change Reliable record of proof of works undertaken Ability to setup project ‘watchers’

Onsite Live Project Updates Project stakeholders can be set to receive updates as – Project Owner – Homeowner – ‘Watcher’ – eg, local authority System tablet ‘on site’ accessibility synchronises with server to give updates and photographic proof of project change status Complete subcontractor management, with ability for subcontractor to facilitate job updates

Upcoming Enhancements 3d room scanning tool VAT setting scale = 0%, 5%, 20%; so that changes in VAT rates are automatically applied Integration with other Energy Assessment platforms