Platform

The PAS retrofit platform for compliant delivery

Retrofit OS is PAS 2035 and PAS 2030 retrofit compliance software that simplifies complex workflows—retrofit management software built for coordinators, assessors and installers.

Who it’s for: teams running PAS 2030/2035, TrustMark lodgement, social housing retrofit programmes, Warm Homes delivery (WH:SHF, WH:LG) and wider decarbonisation at scale.

Retrofit OS guarantee

We believe every organisation should be able to enjoy running their business without worrying about evidencing complex compliance. Our solutions enable businesses to grow and help ensure they always get the job done, so using the system is a no-brainer for the industry.

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End-to-end workflows for your schemes

Retrofit OS is Warm Homes delivery software for Warm Homes Social Housing Fund (WH:SHF), Warm Homes Local Grant (WH:LG), PAS 2030 and PAS 2035—so appointments, evidence, compliance checks and TrustMark lodgement stay joined up from first visit to handover.

We are also working with our strategic partners on readiness for the new Warm Homes Plan scheme, expected from April 2027.

Schemes & standards

WH:SHF & WH:LG programme workflows
PAS 2030 & PAS 2035 end-to-end
Warm Homes Plan — partnering for launch (April 2027)

Designed for how retrofit really works

End-to-end social housing retrofit software capabilities for PAS 2030 and PAS 2035—from first appointment through install, back office and submission. Need hands-on support? We also provide retrofit coordination services and retrofit assessment services.

Appointments

Schedule and push appointments to assessors, coordinators and installers in the field so everyone sees the same plan and visit windows stay consistent.

Surveys & assessments

Complete structured on-site technical surveys and retrofit assessments with the evidence you need for measures and PAS-aligned documentation.

Forms

Digital forms for certificates, risk assessments and site documentation—consistent formats that reduce missed fields and rework between site and office.

Compliance check

Produce compliance documentation with clear pass/fail visibility and standardised packs, instead of rebuilding evidence sets from scratch for every job.

Install

Book installation work, route jobs to fitting teams and capture install evidence on site through mobile workflows connected to the portal.

Back office

Return mid- and post-install evidence, customer declarations and conformity records to the back office in one place while teams are still on site.

Retrofit coordinator

Coordinators stay connected to installers and assessors: oversee workflows, control documents and progress TrustMark lodgements without juggling disconnected tools.

Submission

Build submission-ready packs with consistent naming and scheme-aligned outputs so portal uploads and handovers take fewer manual steps.

Reporting

Programme and audit-ready reporting—exports and visibility across jobs, evidence completeness and DESNZ-aligned outputs for governance and partners.

We support a range of roles in the retrofit industry

Choose the path that fits your role and see how Retrofit OS supports you from first task to compliant handover.

I'm a retrofit assessor

Capture site data and photographic evidence in one guided compliant workflow
Submit assessments quickly, with date, time and GPS-stamped records
Track jobs and keep compliant records without searching multiple systems

I'm a retrofit coordinator

Oversee PAS 2030 and PAS 2035 workflows with clear visibility of each milestone
Easily review evidence and documents, resolve queries and keep projects moving
Generate audit ready reports and documents aligned to scheme requirements

I'm a retrofit contractor

Manage teams and subcontractors through one simple portal
Upload installation evidence and certification from site to office
Reduce rework with consistent compliance checks before submission

Competitive pricing plans

We offer monthly and subscription based plans designed to support organisations of every size in the market, from small teams through to large programmes. Every account includes unlimited users, so invite assessors, coordinators, installers and office staff without per-seat charges. Pricing reflects programme scope, job volume and the modules you need, with terms we align to how you run your business.

Essentials

Ideal for smaller teams standardising PAS 2030/2035 workflows.

Monthly or subscription starter bands

Unlimited users per account on core platform access
Appointments, surveys, forms and compliance checks
UK-hosted data and standard product updates
Email support during business hours

Discuss Essentials

Professional

For growing contractors and coordinators with higher job throughput.

Volume-friendly subscription rates

Everything in Essentials—including unlimited users—with expanded capacity
Install, back office, coordinator and submission workflows
Reporting exports aligned to programme and audit needs
Priority support and faster turnaround on queries

Discuss Professional

Enterprise

Multi-team programmes, complex governance or bespoke rollout.

Programme-level monthly & subscription pricing

Custom bands across jobs, schemes or programme scope
Dedicated onboarding and success planning
Enhanced SLAs and stakeholder reporting packs
Options for deeper integration where required

Discuss Enterprise

Choose monthly billing or a subscription package to suit your organisation—figures are agreed with you based on modules, programme context and activity (not user count). Ask for a written quote after your walkthrough.

Independent PAS surveillance checks

Undertake independent PAS surveillance checks to support compliant insulation improvements using the integrated online service:

Use existing technical survey evidence to request an independent PAS surveillance check
No additional data collection or separate external platform required
Photos from Retrofit OS mobile apps are date, time and GPS stamped
Typical turnaround is 24-48 hours from request
Resolve queries through internal messaging
Supporting your guarantee application when the PAS surveillance check is approved

Data stored in the UK

Protection is paramount. Images and data entered into Retrofit OS are stored securely in the UK. Traffic from mobile apps to the portal is encrypted. Our technicians maintain patching and updates to keep infrastructure resilient—with high availability for production users.

Some of our customers

Trusted delivery partners using Retrofit OS across retrofit and compliance workflows.

What our customers say

“I chose Retrofit OS as my main system from the outset and I have never felt the need to use another system—it has always been superior for our needs. It is easy to use, highlights clear steps to follow, and helps me gather the exact correct information.”

Stephen Wilkinson, Retrofit Assessor, Elite Group Services

“Retrofit coordination is complex for every contractor and delivery partner; the support from Retrofit OS has been excellent—with KPIs around timelines consistently strong. We would definitely recommend Retrofit OS to others.”

Michael Morrall, Head of Business Development, Dyson Energy Services

“Retrofit coordination can be a minefield; Retrofit OS gives structure. Customer Support responds quickly and consistently—the best we have experienced. I would 100% recommend Retrofit OS based on service alone.”

Alex Leighton, Retrofit Coordinator, Retrofit-Coordinators.uk

“We struggled with excess paperwork—mistakes were easy and time-consuming to fix. Retrofit OS gives data and signatures in one place. Being able to work with multiple accreditation providers gives independence to choose what is best for the business.”

Will Bailes, Retrofit Coordinator, CES NorthWest Ltd

Testimonials reflect customer experience at the time provided; your results depend on your processes and programme context.

Frequently asked questions

Common questions about Retrofit OS platform capabilities, pricing and compliance workflows.

The platform is designed for retrofit professionals, installers, managing agents, local authorities, social housing providers, energy companies, principal contractors and organisations delivering funded retrofit or energy efficiency programmes.

It can support teams delivering insulation, heating, ventilation, solar PV, battery storage, ASHP and wider decarbonisation measures.

The platform helps reduce manual admin, spreadsheet tracking, missing evidence, duplicated data entry and compliance risk.

It gives users a structured way to manage retrofit projects from survey through to review, approval, installation, handover and lodgement preparation.

Yes. The platform supports PAS 2035 workflows and helps users capture the information, evidence and documentation required throughout the retrofit process.

This includes risk assessment, property data capture, measure pathways, assessment evidence, coordination review, documentation, compliance checks and handover information.

Yes. The platform can support PAS 2030 installers by helping them manage measure-specific workflows, installation evidence, quality checks, documentation, operative activity and handover records.

It is designed to help installers keep project information organised and aligned with scheme and compliance requirements.

Yes. The platform can be configured to support different funding schemes and delivery routes, including ECO, GBIS, SHDF, Warm Homes, LA Flex and other retrofit or decarbonisation programmes.

Users can manage scheme-specific requirements, evidence, workflows and documentation depending on the type of project being delivered.

Yes. ECO Surv provides mobile-friendly tools that allow users to capture information and evidence while on-site.

This can include property details, measure information, photographs, forms, signatures, notes and supporting documentation.

Yes. Users can upload and manage photographic evidence, documents, and supporting files for the relevant property, measure, or workflow stage.

This helps keep all project evidence in one place and reduces the risk of missing or incomplete information.

The ECO Surv platform is a digital retrofit and compliance management system designed to help organisations manage PAS 2035, PAS 2030, TrustMark, WH:SHF, WH:LG, and other retrofit-related workflows in a single platform.

The platform helps users manage projects, evidence, surveys, documents, measures, audits, quality checks, installer activity and lodgement preparation through a structured digital workflow.

Yes. The platform is designed to manage large volumes of properties across multiple clients, schemes, portfolios and delivery programmes.

This makes it suitable for contractors, managing agents, local authorities, social housing providers and organisations delivering retrofit at scale.

Yes. ECO Surv can support users with onboarding, platform training and guidance so teams understand how to use the system effectively.

Training can be tailored to the type of organisation, user roles, and services used.

Ready to see it in action?

Speak with our team for a tailored walkthrough of Platform capabilities and how they map to your schemes.

Arrange a Demo