Energy assessor software and CRM
RegiaPro is energy assessor software that runs your practice alongside your EPC calculation program: business software and CRM for anyone who signs certificates for homeowners, estate agents and notaries’ offices, with the CRM following enquiries and follow-ups and the management side keeping quotes, engagements, payments and invoices. The trade in the walkthrough below is already set up.
Built for more than 50 trades: this one is already set up for yours
Engagement accepted
documents and deadlines in one record
Today in RegiaPro
Example with made-up data
9
Active engagements
+2 this month
4
Deadlines
this week
€5,800
To be collected
3 fee notes open
Engagement accepted by the client
8 min ago
Fee note sent
yesterday
Case deadline on Friday
yesterday
- Free for 14 days, no card needed
- Works in the browser, on your phone too
- Calendar synced with Google and iCloud
- WhatsApp messages already written
- Invoices from your Fatture in Cloud, from the Pro plan
- Public prices, the same for everyone
Type of work
What do you do? If you can’t find yours, the last option is just fine.
What do you need? The basics for energy assessor software and CRM are switched on. Switch on what you really need: we pick the plan from here.
Your RegiaPro is ready.
Tap a plan: below you see what is inside.
There is only one price list. Photo galleries come with every plan: if you don't deliver photos you simply don't open them, and the price stays the same. Compare all the plans
What you get with
The menu
An enquiry record
The fields of your trade are highlighted
The stages of the job
Where every job stands, at a glance
If you issue Energy Performance Certificates, your day goes on calls from estate agents, site visits to empty flats and documents the owner sends in dribs and drabs. You do the calculation in your usual program; RegiaPro, energy assessor software built around clients and payments, keeps everything around it in order, from the first message to the bank transfer, in the browser on your computer or phone. Plans start from €19.90 a month.
What you’ll find inside RegiaPro: from enquiry to invoice
One program for clients, proposals, engagements and invoices. Tap a card to see how it works.
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One record per client
Calls, quotes, contracts and payments in date order: when they call back six months later, you know at once where you left off.
The Lead module -
Who to call back today
Every morning, the list of people to get back to, with the WhatsApp message already written. It goes from your own number, when you decide.
Follow-ups and messages -
Quotes from your own template
The PDF with your logo, sent as a link: you know when it was opened. If there is no reply, the program brings it back to you after 3, 7, 14 and 30 days.
The quote -
The contract without retyping
It comes from the accepted quote, with the details already in, and comes out as a PDF ready to sign. From the Pro plan.
Which plans include it -
The site visit
It is a stage of the job, with its own date; the travel cost is worked out on the real route.
The costs of each job -
Consulting on a retainer
The draft invoice for each period gets ready on its own. From the Pro plan.
Fees and renewals -
Deposit, balance and invoice
Deposit and balance are recorded separately, each with its own date. The invoice comes out of the record with numbering that carries on by itself: from the Pro plan, with the XML file from the Studio plan.
The plans compared -
The calendar you already have
Appointments and jobs in your phone’s calendar: RegiaPro connects to Google Calendar and iCloud.
The connected calendar -
What is really left
A job’s costs come off that job, the business costs off the year: in December you know what is left, not just what came in.
The figures of each job -
From your phone, on site
It works in your phone’s browser: open the client’s record and attach photos and documents, up to 15 MB each.
How it works
RegiaPro up close: the real screens
This is what the program looks like inside. Sample data: the clients, the jobs and the amounts are made up.
Energy assessor software: the EPC assessor working for homeowners and estate agents
An energy assessor is often a surveyor, an engineer or an architect who has made certificates a regular part of the job. Enquiries are many, small and urgent: that’s why it pays to have software that keeps them all in line. Here are the four kinds of job RegiaPro handles best.
EPC to sell a home
The owner already has a buyer and a completion date with the notary. They need a valid certificate before completion, and often before the listing too, because the energy rating has to appear in the advert.
EPC to let
The tenancy agreement needs the certificate attached or referenced. The landlord usually calls a few days before signing and wants to know straight away how much it costs and when you can come round.
Bundles for estate agents
An agency that knows you sends you three, five, ten properties a month. Each has its own owner to call, its own keys to collect and its own documents to gather.
EPC after building work
Anyone who has replaced a boiler, windows or added external insulation wants to see the new rating on the certificate. Here the site visit meets the builder’s and heating engineer’s paperwork.
Where energy assessors lose time
You could do the certificate itself with your eyes closed. The time goes elsewhere: remembering which agency is waiting for which property, who still has to send the floor plan, which owner said “I’ll think about it” after hearing the price. The CRM side of RegiaPro keeps track of people and follow-ups; the management side keeps quotes, engagements, payments and invoices.
Day one: the certificates still to deliver
Open a record for each certificate already requested but not yet delivered, with the date of the site visit or completion and the documents you already have. In half an hour your upcoming site visits are in the calendar, and for each property you know what’s missing before you can deliver.
CRM for energy assessors: EPC enquiries from estate agents, notaries and homeowners
In EPC work not all clients are the same: some call you once in a lifetime, and there’s the estate agent who writes every week. These are the six situations where an enquiry usually gets lost, and what RegiaPro offers instead.
The agency sends three addresses in a voice note
Three properties, three owners, three sets of keys: two days later you can’t remember who lives on the second floor and who on the fifth.
In RegiaPro each property becomes a record with the owner’s name and the agency among its sources, which you can edit as you like in Settings.
The owner asks the price and then goes quiet
They’ve spoken to another assessor too, or simply forgot to reply.
In RegiaPro, after you send the quote, the client reappears among those to follow up after 3, 7, 14 and 30 days.
Land registry search, logbook and floor plan arrive in pieces
The land registry extract by email, a photo of the boiler logbook on WhatsApp, the floor plan printed and left in the letterbox.
In RegiaPro they’re all attached to the property record, as PDF, JPG, PNG or Word.
Completion has a date that won’t wait
If the certificate isn’t ready, the signing at the notary slips and the agency stops calling you.
In RegiaPro the confirmed visit goes in the calendar and the important note warns you a week ahead.
You don’t know which agency brings you work
At the end of the year you have a feeling the agency in the town centre is the most valuable, but you don’t have the numbers to prove it.
In RegiaPro the Report splits takings and margin by source: each agency, the notary, word of mouth, your website.
Long trips cost more than expected
A site visit up in the hills, a second trip because the key to the boiler room was missing.
In RegiaPro you type in the town and work out the travel; extra costs stay on the record and the Report deducts them from the margin.
Energy Performance Certificate in your business software: an EPC for a sale, step by step
Below is a job followed in RegiaPro from the first phone call to the invoice. People, addresses, dates and amounts are invented: they’re only there to show how a job moves along, they are not recommended rates.
The case: a two-bedroom flat to sell by May
On 7 April Elena, who works at an estate agency, sends you a message: Mr Bruno is selling a two-bedroom flat on the third floor with its own heating, the preliminary contract is signed and completion is set for 20 May. Bruno also lets a one-bedroom flat in the same building and has asked Elena whether, “while we’re at it”, you could do the certificate for that one too.
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The enquiry becomes the owner’s record
You create Bruno’s record with phone, email and the source “Estate agency”, which you added to the list once. In the “Who the documents are addressed to” box you enter his details as a private individual, tax code and address, because he’s the one paying. As the date you put 28 April, the day proposed for the site visit, as the town the property’s town, and in the notes what you’ll need for the calculation: street and floor, about 85 square metres, built in 1978, gas boiler, windows replaced recently. Once the record is saved, you attach the land registry extract and cadastral floor plan Elena forwarded to you.
The quote from your template -
The quote for the two-bedroom flat, line by line
On 8 April you enter the amount for the two-bedroom flat on the record, €200, and prepare the quote: out comes a PDF with your practice’s logo, Bruno’s name and the text of your template. The figure sits on one line; you write the items in the note that appears at the bottom of the document: site visit, survey of floor areas and windows, calculation, submission to the regional EPC register, delivery of the signed certificate as a PDF. You email it from the record and the status becomes “Quote sent”.
The quote from your template -
The second quote for both flats
On 10 April Bruno asks the price for both. You raise the amount to €340 and prepare a new quote from the same record: it gets the next number, for example 24/2026-P after 23/2026-P, and the €200 one stays archived exactly as it was sent. If Bruno hadn’t replied, three days after sending you’d have found him among the clients to follow up on the home page.
The quote from your template -
The signed engagement and the site visit in the calendar
On 14 April Bruno accepts over the phone. On the Pro plan you create the engagement from Bruno’s record: your template is titled “Engagement for Energy Performance Certificates” and you wrote your terms once, for example that the owner guarantees access to all rooms and provides the boiler logbook. Bruno’s name and tax code, the date, the total and the document number go in by themselves. You print it, and Bruno signs it on the day of the visit. You set the record to “Confirmed” for 28 April at 9:30: the site visit appears in Google Calendar or iCloud on your phone.
The contract, from the Pro plan -
A week before: the missing logbook
In the important note you write “get Bruno to send a photo of the boiler logbook and the last boiler service”. RegiaPro turns it into a reminder due on 21 April, seven days before the visit, and you see it in your to-do list. That day you open the record and pick the message listing the documents from your texts: WhatsApp opens with Bruno’s name and the date already filled in, and you press send yourself.
Follow-ups and messages -
After the visit: photos, costs and delivery
On 28 April, after the site visit, you attach photos of the boiler and windows to the record, useful if the regional authority runs a check. Under extra costs you log €30 for the second trip to the one-bedroom flat, where the tenant wasn’t in. On 6 May you upload both certificates to the regional portal and attach the signed PDFs and receipts to the record.
The figures of each job -
Bruno’s bank transfer and the invoice for the certificates
On 7 May Bruno pays €340 by bank transfer: you log it on the record with date and method, and the amount outstanding drops to zero. On the Pro plan the invoice is generated from the delivered certificate, for the job amount and with Bruno’s details already filled in, and takes the next number for the year. If you’re on Italy’s flat-rate tax scheme, the legal wording and revenue stamp are already in place. On the Studio plan you also get the XML file to submit.
Invoices and payments in the plans
The numbers on Bruno’s job
Two certificates for €340 received on 7 May, minus €30 of extra costs for the second visit: €310 left, before tax and calculation hours. On the record there are two quotes, a signed engagement, the photos, both certificates, the invoice and, in the log, every email and message sent. In the Report that payment counts towards the month’s margin and the “Estate agency” row.
Bruno’s job in a table (example with invented data)
| Date | What happens | What you do in RegiaPro |
|---|---|---|
| 7 April | Message from the estate agent | Bruno’s record, source “Estate agency”, land registry extract and floor plan attached |
| 8 April | Price for the two-bedroom flat, €200 | Quote 23/2026-P with items in the note, status “Quote sent” |
| 10 April | Bruno adds the one-bedroom flat | Quote 24/2026-P for €340, the first one stays archived |
| 14 April | Accepts over the phone | Engagement as a PDF, record confirmed, site visit in the calendar |
| 21 April | The boiler logbook is missing | Reminder from the important note and WhatsApp message from your texts |
| 28 April | Site visit to both flats | Photos attached, €30 under extra costs |
| 7 May | Bank transfer of €340 | Payment logged and job invoice |
EPC documents: what to ask the owner for and where to keep them
Half the delays on a certificate come from a document nobody asked for in time. With RegiaPro you write the list once among your WhatsApp texts, and every file you receive lands on that property’s record, up to 15 MB each.
Land registry extract and floor plan for the certificate
They’re used to check floor areas, floor level and permitted use. If the owner doesn’t have them, you can write it in the important note and remember to get them before the visit.
Boiler logbook and service report
The logbook says what heat generator there is, what year and what output; the last service report confirms the system has been maintained. A legible photo attached to the record is enough for the calculation.
New insulation, windows and boiler
Invoices or data sheets for new windows, external insulation, heat pump or panels: without that paperwork the calculation program starts from cautious values and the rating gets worse.
Communal heating in a block of flats
When heating is communal, the managing agent holds the boiler and consumption data. You note their number in the record’s notes, so you don’t have to look it up again for the flat next door.
The WhatsApp message with the EPC checklist
Among your texts you prepare a message listing all these documents. You open it from the record, WhatsApp starts with the words already written and the owner knows straight away what to send you.
EPC cost: quotes, agency bundles and payments in your business software
Anyone looking up the price of a certificate wants a clear figure, fast. The assessor, on the other hand, has to factor in floor area, type of heating system, distance and urgency. In RegiaPro you prepare the answer in a few minutes, and it stays on record.
An EPC quote the owner understands
The amount goes on the record, the detail in the quote note: what the visit includes, how many days until delivery, whether the regional lodgement is included. If you charge VAT, RegiaPro works it out from the total: the owner pays exactly the figure they heard on the phone.
Certificate bundles for an agency
When an agency gives you several properties belonging to different owners, open a record for each property with the agency as source: each owner gets their own quote and pays for their own certificate. If the agency pays instead, you add it once as a contact of type “Estate agency”, with VAT number and e-invoice recipient code, and link it to all its property records.
Owners and agencies who still owe you
On the record you log the deposit and the balance instalments with date and method. On the home page you’ll find the open balances across all records, and you know how much you’re still owed without opening your bank statement.
Certificate invoices and the year’s accounts
From the Pro plan the invoice is created from the record, as a PDF with your logo and the payer’s details, with numbering that restarts every January; on Italy’s flat-rate tax scheme it carries the required wording and revenue stamp. The Studio plan adds XML export and, in December, a single archive with all the invoices and their list for your accountant.
This is the RegiaPro overheads screen, filled in with test figures. When you choose project-based work the categories become those of a technical practice, such as “Car and site visits” and “Technical equipment and software”; the cost of a single certificate, such as a second visit to the property, is logged on its own record instead.
Want to see it with your own work?
Fourteen days with the Full plan features, no card needed. Then you decide.
Free photos from Pexels and real screenshots of the software, with made-up data.
EPC site visit: booking it and finding it on your phone
To issue the certificate, a site visit to the property is required. With ten visits in a week, knowing where you need to be and with which keys matters as much as the calculation.
The EPC site visit from record to calendar
When you set the record to “Confirmed”, the visit date goes into your Google Calendar or iCloud. If the owner asks you to move it and you change it from your phone, a few minutes later the new date is in RegiaPro too.
Photos of boiler and windows
Boiler, rating plates, windows, loft: the photos you take with your phone are attached to the record, and stay there if in a few years the certificate needs redoing or the regional authority asks for clarification.
Keys, concierge and intercom in the notes
“Keys with the concierge”, “the tenant is only in after 5pm”, “intercom under a different surname”: you write them in the record’s notes and find them on your phone in front of the front door.
Energy assessor software: calculation program, enquiry portal or CRM?
Search for EPC software and you’ll find very different things. On 14 September 2026 we looked at the top results for two searches: regional authorities, guides and above all programs for calculating the certificate and submitting it to the energy register, plus a portal that collects EPC requests. The product pages we read said nothing about quotes, payments or invoices, and no title contained the word CRM.
| EPC calculation program | Portal that collects requests | RegiaPro, business software and CRM | |
|---|---|---|---|
| Who it's for | Anyone drafting certificates, energy reports and paperwork for tax relief | Assessors who get jobs through the portal | Assessors with their own clients: homeowners, estate agents, notaries |
| What it handles | Building data, calculation, file to submit to the Region | Requests, site visits, client documents | Enquiries, quotes, engagements, visits in the calendar, payments, invoices |
| Price | Licence stated on one of the two pages we read | Not stated on the page we read | From €19.90 a month, published |
| How to try it | Downloadable version | Not stated on the page we read | 14 days with the Full plan switched on |
A good fit for the energy assessor who
- issues certificates for your own clients and for agencies that know you;
- wants to know who is waiting for a quote, who has to send documents and who has to pay;
- just needs a published price to decide whether to try it.
What the EPC assessor finds on day one
- a record for each property, with owner, source, notes and attachments;
- numbered PDF quotes for the certificate, and with Pro, engagements to sign and invoices;
- visits in your phone calendar, ready-written WhatsApp messages and the Report of takings by source.
How to start: three steps, no card needed
You sign up, try it on your real work, and only decide at the end.
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Sign up in a minute
Your name, your business name and your email. We don’t ask for a credit card: access starts when you confirm your email.
Start the trial -
Set it up for your trade
Menus, record fields and job stages speak your language. You connect the calendar you already use.
Choose your trade here -
Try everything, then choose
Fourteen days with the Full features. At the end you choose a plan, or you stop: nothing renews on its own.
See the plans
How much RegiaPro costs an energy assessor
RegiaPro’s prices are published. For EPC work three plans and the trial period matter.
Start for the EPC assessor: €19.90 a month
Or €199 paying for a full year. You get records for as many clients as you like, follow-ups on unanswered quotes, WhatsApp texts and up to 10 quotes a month. Engagements to sign and invoices come with Pro.
Pro for anyone signing EPCs every week: €34.90 a month
Or €349 a year. It adds the engagement document with details already filled in and numbered invoices, including on Italy’s flat-rate tax scheme. It’s the plan for anyone doing EPCs every week.
Studio with e-invoices for your certificates: €59.90 a month
Or €599 a year. It adds the XML e-invoice file and the year’s archive ready for your accountant.
Fourteen days on your next certificates
You get the full Full plan and no credit card is needed. Access opens by itself as soon as you confirm your email; at the end you choose the plan that suits you.
For anyone who also delivers photos and videos there’s Full, €44.90 a month. All the differences between plans are on the pricing page.
Why you can trust it: your data stays yours
What matters before you put your clients into a new program.
Your data stays in Europe
On servers in Europe. Each business sees only its own data: the database itself enforces the separation.
If you stop, your data stays yours
The account goes read-only and nothing is deleted unless you ask. We send you a copy in a readable format.
Prices written up front
A public price list, the same for every trade: you can read it on the pricing page before you sign up.
You talk to a person
Born in a studio in Tuscany, not in an office. Write to info@regiapro.it or use the contact page.
FAQ from assessors who sign EPCs
How do I manage an agency that sends me lots of properties?
Open a record for each property and choose the agency as source, after adding it to the list in Settings. That way each certificate has its own documents, its own quote and its own payment, while the Report shows takings and margin for the properties that came from that agency.
Can I attach the signed certificate and the energy register receipt?
Yes. On the saved record you attach PDF, JPG, PNG or Word files up to 15 MB each: the signed certificate, the submission receipt, the site visit photos, the land registry extract. You’ll find them all together when the owner or the notary asks you for a copy.
How do I send the owner the list of documents for the EPC?
Write the message once among your WhatsApp texts, with land registry extract, floor plan, boiler logbook and invoices for building work. From the record you choose that text, WhatsApp opens with the message ready and you send it after reading it through.
Does the site visit show up in my phone calendar?
Yes, if you connect Google Calendar or iCloud: once the record is confirmed, the date and time of the visit land in your phone calendar. If you move the appointment there, within a few minutes the date changes in RegiaPro too.
How do I prepare the engagement for the owner to sign?
From the Pro plan you write the contract template once, with the title you prefer and your terms. For each owner RegiaPro fills in name, tax code, date, total, deposit and balance; you print the PDF, get it signed and the copy stays attached to the job.
How do I write in the quote what the certificate includes?
You put the amount on the record and the items in the quote note: site visit, calculation, submission to the Region, delivery time, any urgency. The note is printed on the PDF, so the owner reads what they’re paying for before accepting.
How do I start again with the clients I already have?
Start from the open certificates: a record for each property waiting for the site visit, the calculation or payment. Add the other clients when they call you again; from then on, searching by name or phone number, you’ll find all their records, including archived ones.
Can I use it outside the office?
RegiaPro runs in the browser, on your computer and on your phone. During a site visit you open the property record, reread the notes on keys and intercom and attach photos of the boiler and windows straight away.
Page updated on 14 September 2026. We checked the features described one by one in RegiaPro; the people and amounts in the example are invented, and the comparison with other programs comes from public pages read on the same day. If anything here doesn’t match what you see in the software, write to us at info@regiapro.it and we’ll fix the text.
Try RegiaPro on your next certificate to sign
Next time an owner or an agency asks you for an EPC, open the record in RegiaPro and follow it through to the bank transfer: in two weeks you’ll know whether it saves you time. For 14 days the Full plan is fully switched on, then you decide.
Trades close to yours: surveyor software, engineer business software, health and safety coordinator software. The full list of trades is on the who it’s for page.