Full walkthrough

How EPC Booker works

From the moment a customer visits your booking page to the moment the job is marked complete. Here is the full picture.

Try a live booking page

A real EPC business using EPC Booker. No account needed.

01

Customer gets an instant quote

Your customer visits your booking page and enters their property type, number of bedrooms, and postcode. EPC Booker calculates the price instantly from your own pricing rules — no waiting, no phone calls, no email chains. If you offer optional extras like a floor plan or retrofit assessment, they can add those too and see the updated total before committing.

  • Property type and bedrooms drive the price automatically
  • Postcode validation checks your coverage area
  • Optional add-ons shown with live total update
  • No account needed — completely frictionless
02

They pick a time slot

After seeing their price, the customer browses your available appointment slots. EPC Booker only shows times when you (or one of your assessors) is genuinely free — working hours, time off, and existing bookings are all factored in. The customer picks the slot that works for them.

  • Real-time availability, no double bookings
  • Working hours and days off respected automatically
  • Slots matched to assessors covering the customer's postcode
  • Calendar view makes choosing quick and intuitive
03

They pay securely by card

Payment is collected upfront at the point of booking via Stripe. The customer enters their card details on a secure, professional checkout. You never handle card data. Funds are settled to your account on a weekly basis.

  • Stripe-powered — trusted by millions of businesses
  • Full card details captured upfront, no chasing invoices
  • Weekly payouts direct to your bank account
  • Per-booking fee deducted automatically — no subscriptions
04

Both parties get a confirmation

As soon as payment goes through, an automated confirmation email is sent to the customer with the date, time, address, and job details. The booking appears in your dashboard immediately, assigned to the right assessor.

  • Customer receives a professional confirmation email
  • Booking lands in your dashboard instantly
  • Assigned to the correct assessor automatically
  • No manual entry, no spreadsheets
05

Assessor views their schedule

Each assessor has their own login at /assessor. They can see their upcoming jobs, the customer address, property details, and appointment time. No need to forward emails or make calls — everything is in one place.

  • Separate assessor login, no dashboard access
  • Upcoming and past jobs in a clear list
  • Full property and customer details per job
  • Mobile-friendly for checking on the go
06

Assessor marks the job complete

Once the EPC assessment is done and the certificate is available, the assessor logs in and marks the job as complete, attaching the EPC certificate URL. The booking status updates in your dashboard.

  • One-tap job completion from the assessor portal
  • EPC certificate URL attached to the booking record
  • Status visible in the org dashboard immediately
  • Creates a clear audit trail per job

Your dashboard

The org admin dashboard gives you full control over your bookings, assessors, pricing, and settings.

Bookings

Every booking in one place. Filter by status, view full details, assign or reassign assessors, cancel with a recorded reason.

Assessors

Add assessors, set their working hours per day, define which postcode districts they cover, and create their portal login.

Pricing rules

Set prices by service type, property type, and bedroom count. Each rule can be activated or deactivated without deleting it.

Add-ons

Create optional extras (floor plans, retrofit assessments, etc.) that customers can add to their booking for an additional charge.

Services

Define the service types you offer — EPC Assessment, EICR, etc. Each has its own appointment duration and booking URL slug.

Overview stats

Revenue this month, bookings this month, jobs this week, active assessors, and a 6-month revenue chart — all on the overview page.

We set it up for you

You do not need to be technical. Send us your pricing, working hours, postcode coverage, and assessor details. We configure everything and your booking page is live within 24 hours.

1

You send us your details

Pricing rules, working hours, postcode areas, and assessor names.

2

We configure your account

We set up your dashboard, create your booking page, and test everything.

3

You go live

Share your booking link and start taking bookings the same day.

Email us to get started

hello@epcbooker.co.uk