For busy Whole-house retrofit designers

Call handling for Whole-house retrofit designers, without losing focus on the job.

A whole-house retrofit enquiry may begin with cold rooms, high energy use or a collection of surveys that need turning into one coherent plan. Ziverly can gather the property, household priorities and existing evidence while you are coordinating another design, without recommending measures on the call.

See what could help Try your own numbers

A familiar moment

The older home with several surveys but no joined-up plan

You are reviewing junction details for another project when a homeowner calls with an energy assessment, damp report and ideas for insulation and heating. Ziverly can record the property age and construction as supplied, occupancy and comfort priorities, existing heating, ventilation and energy information, moisture observations without diagnosis, surveys, assessments, plans or funding documents available, work already completed, architect, assessor, coordinator, installer or lender involvement, project stage, caller-supplied budget and preferred contact. It does not diagnose defects, produce recommendations, sequence measures, model performance, assess eligibility, specify products or construction, interpret PAS standards, funding, planning or Building Regulations, estimate savings or cost, accept the engagement or promise an outcome.

The useful handover

Enough context to respond properly.

The aim is to welcome the caller, gather the details you decide matter and keep the same enquiry easy to follow until the work is resolved.

  • Who is calling and how to reach them.
  • What they need help with and where.
  • What should happen next, without inventing a response time.

Where the pressure tends to gather

Make space for the work without leaving the caller in the dark.

Think about the calls that interrupt you most often. Ziverly can follow the questions and boundaries you choose, then leave the details ready for your judgement.

Measures interact across the home

Insulation, airtightness, ventilation, moisture, heating and occupants cannot be considered as isolated products.

Evidence may come from several sources

Surveys, energy data, plans and earlier work need to be understood before design begins.

Coordination deserves uninterrupted thought

A new homeowner can be welcomed without breaking concentration on risk, junctions or sequencing elsewhere.

What a better handover can change

Less interruption now, a clearer thread afterwards.

The whole-house context arrives together

Review property, occupancy priorities, systems, observations, evidence, project team and stage before responding.

No measure is promoted prematurely

Your approved boundaries can keep diagnosis, recommendations, modelling, funding and compliance with the design process.

Your evidence request can persist

Add the approved survey, energy document or earlier-work question for that known homeowner's next call.

Uriyah, The Guardian of Tone
Available in Ziverly

Uriyah, The Guardian of Tone

When someone calls about whole-house retrofit design, your receptionist should sound like a respectful extension of your business, with honest expectations and no invented promises.

Before, during and after the call

From first ring to finished follow-up.

Ziverly can do more than take a message. You stay in control of when it answers, how you hear about each call and what context is available if the customer rings again.

  1. You decide which calls reach Ziverly.

    Use the call-diversion options supported by your mobile or landline service, such as no reply, unreachable, busy or rejected. Turn them off again whenever you want to answer normally, or use cover for evenings, weekends, holidays and unexpected time away.

  2. Your call details meet you where you are.

    Choose email or SMS alerts where enabled, then open Ziverly to review the summary, transcript, recording where available, status and priority.

    Review the property, occupancy priorities, existing systems, observations, surveys, earlier work, professional team, stage and preferred contact.

  3. The next conversation starts further forwards.

    Add an AI-facing note when you want Ziverly to have more context if the same known caller rings again. Separate private notes stay private.

    Add the approved survey, energy-document or previous-work question so Ziverly can use it if the homeowner calls again.

  4. Open calls do not have to rely on memory.

    Choose a daily or weekly email summary of calls still waiting for attention, at the time that best fits your working day.

  5. You can check in by phone, too.

    With Owner Voice Access enabled, call your own Ziverly number, verify your PIN and manage the calls you are allowed to see.

    After the current design files and client evidence are secure, verify your PIN to hear which retrofit enquiries await documents or a response.

Use your own numbers

What might unanswered calls represent for your business?

If an average retrofit-design engagement is worth around £3,000 to your business, even one suitable enquiry can be worth understanding properly. Replace that example with your own figures below.

The result is an illustration based only on what you enter. It is not a forecast, a promise that Ziverly will recover the work or a reason to accept an unsuitable job.

Enquiries represented by your figures 0 Monthly work value represented £0

This simple multiplication does not account for timing, capacity, costs, cancellations, repeat work or whether another response would have changed the outcome.

Useful boundaries for call handling

Let Ziverly gather details without overstepping your expertise.

PAS 2035 or funding-scheme competency may be required; designs must manage moisture, ventilation and building-regulation interactions.

You remain responsible for the advice you give, the work you accept and the safety, eligibility and professional checks your business requires.

A few practical questions

What would you want to know before starting?

Use these answers to decide where Ziverly could help and where the conversation should always return to you.

Can Ziverly recommend which retrofit measure comes first?

No. It gathers the evidence and household priorities; recommendations require coordinated professional assessment.

Will it predict savings or grant eligibility?

No. It gives no performance, cost, funding or eligibility promise.

Can it confirm compliance or accept a design engagement?

No. Standards, permissions, terms, fees and appointment remain with qualified professionals and you.

Try the smallest useful version

Begin with the calls that interrupt your working day most often.

Choose what Ziverly should know, what it should never promise and which details make a follow-up genuinely useful. Creating an account is free, so you can look around before deciding when you want Ziverly to handle a call.

No monthly or annual plan is required and there is no fixed-term commitment. Add pay-as-you-go credit only when you are ready to use it.

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