For busy Domestic energy assessors

Call handling for Domestic energy assessors, without losing focus on the job.

An EPC enquiry may be tied to a sale, a new tenancy or a household simply wanting a clearer picture of its home. Ziverly can gather the property, purpose and document context while you are assessing elsewhere, without predicting a rating or confirming that a certificate can be lodged.

See what could help Try your own numbers

A familiar moment

The landlord preparing a flat for its next tenancy

You are collecting evidence in another property when a landlord calls about an EPC for a leasehold flat. Ziverly can capture who is calling and their stated authority, property type, age and size as understood by the caller, assessment purpose, occupancy and access context, existing EPC or report details, extensions, conversions and insulation or heating information the caller already has, boiler, controls, windows, lighting, renewables and meter context at a broad level, documents, plans, guarantees or photographs available, tenant, agent, freeholder or managing-agent involvement and desired timing. It does not verify ownership, authority or property information, predict an EPC rating, calculate energy use, recommend improvements, interpret minimum standards, exemptions, grants, planning, Building Regulations or tenancy obligations, tell the caller which evidence will be accepted, confirm accreditation coverage or that an EPC can be lodged, quote, accept the instruction or promise an appointment. Gas, carbon-monoxide, fire, dangerous electrical, structural or immediate welfare concerns require the appropriate urgent route rather than an ordinary assessment enquiry.

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.

The purpose affects the conversation

A sale, letting, remortgage or household review can involve different people and timing.

Evidence needs to be handled carefully

Plans, guarantees and caller descriptions may help without determining what can be accepted in an assessment.

On-site evidence gathering needs focus

A new property can be welcomed without interrupting measurements and photographs elsewhere.

What a better handover can change

Less interruption now, a clearer thread afterwards.

The property and purpose are ready

See why the assessment is being requested and who is involved before deciding the next step.

Available documents stay visible

Keep existing certificates, plans and guarantees together without treating them as verified evidence.

Your approved preparation can continue

Add an access, document or previous-certificate request for that known caller within your process.

Uriyah, The Guardian of Tone
Available in Ziverly

Uriyah, The Guardian of Tone

When someone calls about domestic energy assessment, 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 caller and stated authority, property, assessment purpose, occupancy and access, existing EPC, caller-described fabric and systems, available documents, people involved and desired timing.

  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 an approved access, document or previous-certificate request so Ziverly can use your latest preparation note if that known caller returns.

  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 completing and securing the current property's evidence, verify your PIN to hear which assessment enquiries await documents, access details, an instruction decision or a response.

Use your own numbers

What might unanswered calls represent for your business?

If an average assessment is worth around £120 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.

Domestic energy assessors must be accredited to lodge EPCs; other diagnostic services should follow the relevant approved methodology and competence scheme.

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 predict the property's EPC rating?

No. The rating follows an accredited assessment and approved methodology.

Will it advise whether the property meets letting requirements?

No. Compliance, exemptions and tenancy obligations require the appropriate current professional advice.

Can it confirm that a document will be accepted as evidence?

No. Evidence decisions remain with the accredited assessor and applicable methodology.

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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