ECO4 grant paperwork workflow inside Toolfy
Stay audit-ready for ECO4 grant installs with structured job types, document folders, and submission checklists built into Toolfy.
Operations disclaimer
Always follow manufacturer guidance and local regulations when stocking chemicals, pressurised cylinders, or regulated waste.
ECO4 grant paperwork workflow inside Toolfy
ECO4 funding stretches to 2026 with tougher evidence rules. If you deliver insulation, heat pumps, or solar under the scheme, organise everything in Toolfy so Ofgem spot checks don’t slow payments.
1. Job template structure
- Lead qualification: record LA Flex criteria, vulnerability status, EPC band.
- Survey: attach photos, U-values, officer notes.
- Install: multi-day schedule with crew assignments and material batches.
- Post-install QA: capture customer declaration + handover pack.
Use Toolfy’s job template feature so every ECO4 job inherits the same checklists and document placeholders.
2. Document tree
/ECO4/{job_id}/
01_Eligibility
02_Survey
03_Install
04_Commissioning
05_Customer_Declarations
- Require photos + signed docs in each folder before marking the phase complete.
- Restrict access to compliance + ops leads; auditors can be given temporary view links.
3. Submission workflow
- Complete Toolfy checklist
ECO4 Submission(evidence, photos, invoices). - Export the evidence bundle as a ZIP and upload to your obligated supplier portal.
- Log submission date + reference number in a custom field so finance can chase payments.
4. Reminder & workflow ideas
- Slack alert if a job stays in “Survey” for >10 days.
- Reminder 48h after install to collect customer declaration.
- Auto-tag jobs missing required photos so QA sees the backlog instantly.
5. Audit readiness
- Store random site visit notes directly in the job timeline.
- Use Toolfy Reports to show cycle time (lead → submission) for each LA; it proves you’re controlling throughput.
Need the checklist + folder templates? Email support@toolfy.io and we’ll drop them into your workspace.
⚠️ Important Disclaimer
This guide is for general informational and educational purposes only. It does not constitute professional advice of any kind (legal, financial, tax, insurance, or otherwise).
Before making business decisions: Consult with qualified professionals (solicitors, accountants, insurance brokers, etc.) who can assess your specific circumstances. Laws, regulations, and industry standards change frequently and vary by location and situation.
Toolfy and the article authors accept no liability for decisions made or actions taken based on information provided in this guide. You are solely responsible for ensuring compliance with all applicable laws and regulations.
Frequently Asked Questions
What documents are required for ECO4 grant compliance?
How should I organize ECO4 job documents for Ofgem audits?
How long does ECO4 funding last and what are the evidence rules?
Need this workflow in Toolfy?
Spin up the exact checklist, scripts, and automations from this article inside your workspace.
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