TEAM & ENTERPRISE Desktop portal · app.inkaroom.com

Survey done.
Estimate sent.
Same day.

One survey builds the estimate. The client says yes online. The job's on the board. Every stage watched, nothing retyped, nothing lost.

Heat pump & solarEPC & retrofitSurvey companies3 to 500+ seats
09:3041 Stanford Road · heat pump
  1. Survey doneBen Carter · from the app
  2. Issues pinned on the plan4 flagged on site
  3. Estimate built8 kW · £9,870 · price book
  4. Sent to clientone link, your logo
  5. Client accepted onlineMr Patel
  6. Job on the boardTue · Dev
  7. Invoiced · PaidVAT invoice #1043
✓ Client accepted online · 14:45
Estimate built from survey · £9,870

One survey. Every job.

One walk round the property in the Inkaroom app gives the office everything — for whichever job it is, or all of them.

1visit to the property
0retyping at the desk
Same dayestimate to the client
100%of jobs tracked, stage by stage
How fast

Six weeks, or the same afternoon.

The old way≈ 6 weeks · jobs lost on the way
SurveyDay 1 Report typedDay 4 Quote writtenDay 11 Client sits on itDay 28 Nobody chasesDay 35 Booked, maybeDay 42
With InkaroomSame day · every job tracked
Survey09:30 Estimate builds itself12:10 Client accepts online14:45 On the board14:46

Four steps. One record.

1

Assign on the board

Drag a job onto a person and a day. Smart assign picks who's qualified and nearest.

Office · 10 seconds
2

Survey in the app

Floor plan, photos, answers. Required questions must be done before it can be completed.

On site · one visit
3

Estimate builds itself

Issues pinned on the plan + your price book = estimate and scope of work, in your branding.

Office · same day
4

Client says yes online

One link. They accept. It's booked, invoiced and reminded — automatically.

Client · from their phone

Jobs aren't lost to competitors. They're lost to silence.

Waiting for

Every open job says whose move it is — yours, or the client's.

Needs a push

Quiet for 3 days? It's flagged. One click chases by email and text, and it's logged.

Why we lose

Price, no reply, timing, funding — counted, so you fix the real reason.

The office, covered

Everything the office needs. One login.

Keep scrolling — the screen changes with each one.

Jobs board & smart assignDrag onto a person and a day. Nearest qualified person suggested, with miles and drive time.
Activity logWho did what, when. Export for audits and schemes.
Contractors set their own ratesTravel radius, per mile, minimums. You approve once; it fills in every job.
Qualifications with expiryDEA, retrofit, heat pump, solar, CSCS, insurance. Flagged before they lapse.
Roles & permissionsOwner, office, professional — or your own. View as anyone.
Your brand everywhereLogo, colour, footer — reports, estimates, invoices, the client's page.
Invoices & remindersVAT invoices, part-payments, reminders at 7 / 14 / 21 days — or yours.
ClientsRegular and one-off. Terms per client, every job, the balance.
Every report versionLatest and earlier, plus every photo, per project.
Overview dashboardJobs, revenue, money owed — this period against last.
app.inkaroom.com
Jobs · Week 40Week · Day · List
Mon
14 Elm RdSamFlat 3, High StPriya
Tue
9 Park LnSam
Wed
22 Mill RdPriya7 Rose CtDev
Thu
41 Kings Avenearest: Sam · 6 mi
Fri
3 Oak DrDev
Activity logExport CSV
14:46Client accepted · 41 Stanford Rd · online
14:45Estimate v2 sent · Priya Shah
12:10Estimate built from survey · auto
09:31Survey completed · Ben Carter
Yest.Invoice #1042 paid · Heatwise · £2,690
Yest.Job cancelled · No access · Tom Reed
My profile & ratesAwaiting approval
Basildon SS14
20 miles
£0.45 / mile
£60
£55
£140
Send to Eco Warm for approval
Tom Reed · Contractor4 qualifications
✓Domestic Energy Assessor · valid to Mar 2027
✓Heat pump installer (MCS) · valid to Jan 2028
!Public liability · renew by 12 Oct 2026
×CSCS card · expired 3 Sep 2026
Roles & permissionsView as ▾
OwnerOfficePro
Assign jobs✓✓—
Open reports✓✓own
Send invoices✓✓—
See prices✓✓—
Billing✓——
Branding & templatesSave
ECO WARM
#0B7A4B
Eco Warm Ltd · MCS 12345
All measurements taken on site.
Invoices⚙ Settings
Ready to invoice£4,310
Sent, unpaid£2,690
Overdue£620
Paid this month£9,870
#1043Mr Patel · £9,870 · Paid
#1042Heatwise · £2,690 · Sent · reminder day 7
#1039Ms Okafor · £620 · Overdue 14 d
Clients+ Add client
ClientTypeJobsUnpaid
HeatwiseBusiness · 30 days12£2,690
Grays LettingsLetting agent · 14 days8—
Mr PatelPrivate1—
Ms OkaforLandlord3£620
41 Stanford Road · Reports⬇ Photo zip
v2Heat pump report · today 12:10 · PDF
v1Heat pump report · yesterday · PDF
—Solar report · roof · shading · yield · PDF
—EPC data · RdSAP 10 · PDF
48Photos · zip
Overview · this monthvs last month
Jobs38 +12%
Finished31 +9%
Revenue£41,200 +18%
Owed£3,310
Today4 jobs · Sam, Priya, Dev · 61 miles
Push22 Oak Avenue — quote not opened, 9 days
Plans Team from £103 a month · 2–49 people

One company portal. Then pay per person.

The portal is one charge for the company. Seats are what each person costs. Surveyors bring projects into one pool the whole company uses; office staff cost less and bring none.

▣
£49/ month
Company portalone per company
+
📱
£39/ seat
Surveyor seatapp + portal · 25 projects
+
💻
£15/ seat
Office seatportal only
Surveyors
3
Office staff
2
£196
a month · 75 projects included · £2.61 a project
Job board & smart assignEstimates & invoicesCompliance checks before "done"Projects pooled across the teamCompany branding on every reportEvery survey module for every surveyorAdmin adds a surveyor in a minute

Run out? Extra projects are added automatically at £6.99 each. 10–24 seats 10% off · 25–49 seats 15% off · at least one surveyor · prices include VAT

Start a team trial
Enterprise

50+ seats. Your portal, your way.

Customannual · from about £29 a surveyor seat
Portal fee waivedseats only
Tailored portalyour checks, your templates, hide what you don't use
Connect your systemsCRM or job system
SSO & APIyour IT's rules
Onboarding dayand a named contact
PO invoicingvolume pricing
Talk to us

A project is one property with all its reports — EPC, heat pump and solar on the same house count once. Unused projects don't roll over. Air-con and Inventory are add-ons per surveyor seat. 14-day free trial, no card needed.

Coming soon: client texts & emails · automatic invoice emails and chasers · card payments for seats · Xero, QuickBooks, Zapier, API

Who is the Team plan for?

Companies of 2–49 people doing EPCs, retrofit assessments, heat-pump or solar surveys — one office portal, a seat per surveyor and cheaper seats for office staff.

Do surveyors need their own subscription?

No. A surveyor seat (£39) includes the app and every survey module; projects are pooled so a quiet surveyor's allowance covers a busy one.

Can office staff use the portal without the app?

Yes — an office seat (£15) is portal only: jobs board, estimates, invoices, chasing, reports. No projects attached.

Does the estimate really build itself?

Issues the surveyor pins on the plan are matched to your price book, so the estimate and scope of work are drafted in your branding before the surveyor is back in the van. You check it and send.

How is it priced?

£49 a month for the company portal, plus £39 per surveyor seat and £15 per office seat. From £103 a month for one of each; 50+ people is Enterprise. Prices include VAT.

Run a team of assessors
like a one-person business.