For Retrofit Coordinators And Managing Agents

Make better retrofit decisions, faster.

 

Ivynest helps you turn property data into clear, evidence-led retrofit plans so you can compare options, justify recommendations, and move towards approval with more confidence before installation begins.

 

 

75% less time

Spent preparing IOEs and Mid-Term Plans

Evidence-led

Compare options with data, not assumptions

One record, every stage

From assessment through to lodgement, nothing re-keyed

Approval-ready


Client sign-off and lodgement with TrustMark, in one place

Used by teams that need retrofit planning to be clearer, faster and easier to defend.

Potter Raper client logo
Keegans client logo
Greener Homes London client logo
Legendre client logo
GS client logo
BHESCO

Don’t start from scratch

Start with the data you already have

Upload existing RdSAP XML and create a structured starting point in minutes, without re-keying data or repeating the same groundwork for every property.

Choose with confidence

Compare every option side by side

Compare retrofit pathways in one place, with clear evidence on cost, carbon, EPC uplift and performance. Ivynest helps you understand the trade-offs early, strengthen recommendations, and reduce redesign later in the process.

Keep things moving

Create IOEs and MTPs up to 75% faster.

Create IOEs and Mid-Term Plans more efficiently, with evidence and rationale carried through from the planning stage. That means less manual rework, more consistency across projects, and a smoother path to sign-off.

Submit with confidence

TrustMark lodgement, built into your workflow

Evidence, declarations and documentation are structured to TrustMark’s PAS 2035 lodgement requirements throughout the project, so the pack you submit is ready when you are.

RC lodgement e1785059883708

One record, start to finish

One property record, every PAS 2035 stage

From first assessment to post-installation evaluation, Ivynest keeps the same property record moving through the full retrofit lifecycle — evidence, decisions and documentation carry forward automatically at every stage.

1

Assessment

RdSAP baseline, constraints and targets set from the outset

2

Design & Optioneering

Compare measures, size and specify the design

3

Installation

PAS 2035-aligned handover and evidence pack

4

Evaluation

Post-installation monitoring and outcome reporting

One continuous record, assessment to evaluation

Your brand, every time

Every report, branded to your business

Every IOE, Mid-Term Plan and retrofit report can carry your own logo, colours and contact details, so clients see your business on every document they sign off.

RC branded reports

Detailed measure design

From measure selection to fully specified design

Once a measure is selected, Ivynest takes it further — sizing the heating system, designing the wall and roof build-up, and sizing solar PV to the property.
RC Design

Full product specification

Specify the exact product, not just the measure type

Build a product library from the PCDB or your own specification, assign the installer delivering the work, and generate IOEs, Mid-Term Plans and designs that reference the actual product.
RC Products addition

Why Teams Choose Ivynest?

Plan with more clarity, less admin and less rework from the start.

Clearer stakeholder approval

Give clients and stakeholders a clearer basis for approval, sign-off and TrustMark lodgement.

Less admin, faster delivery

Reduce the manual effort involved in building, comparing and documenting retrofit plans.

Evidence-led decisions

Compare pathways side by side with clear evidence on cost, carbon, SAP uplift and performance.

Consistency at scale

Use a repeatable planning approach across teams, portfolios and property types.

PAS 2035-aligned from the start

Support a more structured planning process without turning the workflow into a compliance burden.

Less rework later

Make stronger decisions earlier, so agreed plans are easier to carry through.

Testimonials

Greener Homes London client logo

David Chapman

London

“Ivynest has allowed me to offer much more than a standard EPC. Using XML data, I can generate a full retrofit plan in a matter of minutes, export it as a PDF, and send it straight to the client. It’s helped me upsell my services while giving homeowners and landlords a much clearer view of their retrofit options.”

Keegans client logo

Jonathan Bourke

Glasgow

“We’re using Ivynest across our retrofit team and it’s become a key part of how we deliver projects. It’s fast, accurate, and gives us clear ROI-driven scenarios that we can tailor to different client needs. The reports are clean and easy for customers to understand, making it simple to compare different options and outcomes.”

BHESCO

Tim Beecher

Brighton

“Ivynest is a great and versatile piece of software for producing quick, informative retrofit reports. The outputs are professional, clearly presented and easy for customers to understand, making it easier to explain retrofit options and support their decision-making.”

Frequently asked questions

What is Ivynest and who is it designed for?

Ivynest is an evidence-led retrofit planning platform for retrofit coordinators, managing agents and PAS2035 project teams. It helps teams compare options, justify recommendations and move towards approval with more confidence before installation begins.

Most PAS2035 software helps you manage the process. Ivynest helps you make better retrofit decisions before work begins. By comparing options, showing trade-offs clearly, and giving teams stronger evidence for every recommendation, it helps you plan with more confidence and less rework later.

Upload a standard RdSAP XML file, including Elmhurst exports, and Ivynest turns it into a structured starting point for planning. That means less manual setup, less re-keying, and a faster route to comparing the options that matter.

Yes. Ivynest supports PAS2035-aligned planning and outputs, while helping teams make clearer retrofit decisions before a project moves into delivery.

Ivynest helps reduce by up to 75% the time spent preparing IOEs and Mid-Term Plans, while also cutting manual rework across the planning process. The result is less admin for coordinators and a faster path from planning to approval.

Yes. Ivynest is designed to fit around existing retrofit coordination workflows, so teams can work with more structure and consistency without changing how governance or sign-off already works.

Yes. Comparing multiple retrofit scenarios is central to the platform’s value. Ivynest helps teams see trade-offs