Green Deal Installer Platform

End-to-end management for
grant-funded energy
improvement works

PAS Logic is purpose-built around the Green Deal installer workflow — from property survey to funder submission, with full compliance and legal safeguards at every step.

PASLogic Dashboard
47 New Jobs
18 DWP Matched
12 Ready to Submit
14 Birch Lane, Leeds External Wall Insulation
Survey
22 Manor Rd, Sheffield Air Source Heat Pump
Installing
7 Elm Close, York Loft Insulation
Submitting
DWP Datamatch Integration
Unlimited Photo Storage
Online Customer Signatures
Automated Submission Documents
PAS 2035 Compliance
Funder Portal Integration
Supplier PO Management
Operative Checklists
DWP Datamatch Integration
Unlimited Photo Storage
Online Customer Signatures
Automated Submission Documents
PAS 2035 Compliance
Funder Portal Integration
Supplier PO Management
Operative Checklists
The Job Flow

From first survey to
funder submission

Every stage of a grant-funded energy improvement job is handled within a single, connected platform — nothing falls through the cracks.

01
Job Survey

Record detailed property surveys, upload photographs with unlimited storage, and save supporting documents against each property record.

02
Compliance Management

Send customer data to DWP for datamatch verification. Automatic status updates when results arrive, keeping eligibility checks on track.

03
Job Management

Schedule surveys and installations, raise purchase orders for suppliers, manage invoices and assign operative checklists to ensure every sign-off requirement is met.

04
Funder Submission

Collect digital signatures from customers and operatives, auto-generate compliant submission documents and submit directly to the funding body.

Platform Capabilities

Every tool your team
needs in one place

Property Survey Records

Capture comprehensive property surveys with structured data fields, tag-based organisation, and rich metadata for every address on your books.

Survey Management
Unlimited Photo Storage

Upload and organise an unlimited number of site photographs against any job or property — before and after, with date stamps and operative attribution.

Document Storage
DWP Datamatch

Submit customer eligibility data to the Department for Work and Pensions directly from the platform. Status updates land automatically when DWP responds.

Eligibility Verification
Job Scheduling

Schedule survey and installation appointments, assign operatives and track availability. Calendar views for individuals, teams and regions — all in one place.

Workforce Planning
Purchase Orders & Invoices

Raise POs against jobs for any supplier, manage delivery confirmations, and track invoices. Full audit trail from order to payment against every project.

Financial Management
Operative Checklists

Define job-specific checklist tasks for operatives on site. Every item must be confirmed before a job can be signed off, ensuring nothing is missed before submission.

Quality Assurance

Compliance built into
every stage

PAS Logic ensures your business meets all regulatory obligations for government-funded energy works — automatically, at every step of the job lifecycle.

PAS 2035 aligned workflow — survey, design, installation and handover all structured to meet TrustMark and MCO requirements.

Automatic eligibility tracking — DWP datamatch status is updated in real time, so you always know which properties are cleared for grant funding.

Mandatory sign-off gates — checklists and digital signatures prevent jobs from advancing until all safety and quality requirements are confirmed.

Full audit trail — every action, upload, approval and signature is timestamped and stored, providing complete traceability for any audit or dispute.

Compliance Overview — Job #PL-2847
Property SurveyComplete
DWP DatamatchVerified
Installation Checklist18 / 21 items
Customer SignaturePending
Submission PackageAwaiting sign-off

Submit completed jobs
with confidence

1
Collect Digital Signatures

Send signature requests to customers and operatives directly from the platform. Legally binding digital sign-off, captured and stored securely.

2
Build Submission Documents

PAS Logic automatically compiles all survey data, photos, compliance records and signatures into the exact document format required by your funder.

3
Submit to Funders

Submit completed job packages directly to funding bodies from within the platform. Track submission status and receive confirmation without leaving PAS Logic.

4
Track Payment

Monitor funding approval status and reconcile payments against submitted jobs, giving you complete financial visibility across your grant-funded portfolio.

Submission Package — PL-2847 Ready
Property 7 Elm Close, York, YO31 8HW
Measure Loft Insulation (270mm)
Funding Scheme ECO4
Survey Date 14 March 2026
Install Date 22 March 2026
Customer Signature
Confirmed
Operative Sign-off
Confirmed
Photos Attached 240 images
DWP Match
Verified eligible
100% of the grant job workflow covered in a single platform
unlimited photo and document storage per property
Real‑time DWP datamatch status updates delivered automatically
Zero manual document building — submission packs auto-generated

Ready to transform
your installer business?

Join Green Deal installers already using PAS Logic to manage their entire grant-funded workflow from a single, elegant platform.