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Flexi-Orb

Project years 2018-2022

A renewable installation scheme portal for installers, certificates and consumer protection workflows.

60 second pitch

What Flexi-Orb does.

Flexi-Orb is a renewable installation standards scheme covering technologies such as Solar PV, Electrical Energy Storage Systems and EV charge points. The platform gives the scheme a controlled place to manage certified installers, installation records, certificates, DNO notifications, reviews, surveys and support activity.

It was built to support the operational side of trust: making installation records easier to register, certificates easier to verify, customer feedback easier to capture and scheme activity easier to monitor.

Role

Product planning, Laravel architecture, portal delivery and operational workflow design

Sector

Renewable energy, installer certification, consumer protection and scheme operations

Stack

Laravel, Vue, MySQL, Passport, Horizon, queues, S3 storage, PDF generation, reports and email workflows

Product shape

Renewable schemes need more than a database. They need an operating system for trust.

The platform connects the practical records behind a certified installation: installer, customer, property, technology, provider details, certificate registration, notifications, reviews and operational reporting. Each part of the workflow has to be traceable because the scheme exists to support consumer confidence.

Application showcase

Coming soon

Product screens are being prepared for this case study and will be added here shortly.

01

The problem

Flexi-Orb needed one platform to manage installers, installations and consumer protection workflows.

Flexi-Orb is an installation standards scheme for renewable technologies, including Solar PV, Electrical Energy Storage Systems and EV charge points. The operational challenge is that a scheme like this has to manage many moving parts: certified installers, registered installations, customers, properties, certificates, product types, notifications, reviews and support cases.

Without a central portal, that work can quickly become fragmented across emails, spreadsheets, PDFs and manual follow-up. The platform was built to give the scheme, installers and support teams one controlled place to manage the lifecycle of an installation and the records behind it.

02

Why it was built

The portal supports the operational backbone behind a renewable installation scheme.

Installers can register installations against the right product type, capture customer and property details, provide the technical data needed for the installation and keep their scheme records up to date. Admin teams can manage installers, companies, certification bodies, consumer codes, IBG providers, manufacturers and related operational records.

The system also supports the processes that sit around the installation itself: certificate generation, DNO notifications, customer reviews, consumer surveys, support tickets, exports and reporting. That means the scheme has a much clearer record of what happened, who was involved and what needs attention.

03

How it works

Each installation becomes a structured case record with certificates, checks and notifications around it.

An installation links the installer, customer, property, product type, manufacturer, capacity, finance information, certification body, consumer code, IBG provider, dates and certificate registration number. Product types can define the fields and validation rules needed for different technologies, so the portal can adapt as the scheme evolves.

When key events happen, background jobs and event listeners handle the operational work: generating certificates, sending review requests, creating DNO form PDFs, emailing notifications, checking review concerns and keeping reports up to date.

04

Why it matters

Good scheme software gives consumers confidence and gives operators control.

The platform helps Flexi-Orb run a complex certification scheme with clearer data, cleaner records and better visibility. Installers can register the work, customers can leave feedback, certificates can be found or regenerated, and scheme teams can monitor activity across installers and product types.

The value is not just admin efficiency. It supports trust: installers are easier to manage, installation records are easier to verify, consumer feedback is captured, and operational risks become easier to spot before they become bigger problems.

Platform capability

Features

The portal brings together the records and workflows needed to operate a renewable installation scheme: installer management, installation registration, certificates, notifications, customer feedback, support and reporting.

  • Installer management

    Track certified installers, membership status, contacts, addresses and product access.

  • Installation registration

    Capture customer, property, technology and installation details in one record.

  • Product type workflows

    Different fields and validation rules for different renewable technologies.

  • Pre-registration support

    Support installation records before they move into a completed state.

  • Consumer certificates

    Generate, archive, download and resend installation certificates.

  • Installer certificates

    Generate membership certificates for installers and scheme members.

  • Certificate lookup

    Allow certificate records to be checked when needed.

  • DNO notification workflow

    Generate DNO form PDFs, send notifications and track acknowledgement status.

  • Customer reviews

    Send review links, collect scores and allow installer replies.

  • Consumer surveys

    Capture post-installation feedback and flag concerning responses.

  • Support tickets

    Manage support requests, replies, assignees and status changes.

  • Operational reporting

    Report on installers, installations, reviews, surveys, tickets and scheme activity.

  • Exports

    Export installer and installation records for reporting and operational review.

  • Provider records

    Manage certification bodies, consumer codes, IBG providers, finance providers and manufacturers.

  • Files, notes and calls

    Keep supporting documents, comments and contact history with the right record.

  • Role-based access

    Different permissions for admins, staff, installers and partner users.

The results

A clearer operational backbone for a renewable installation scheme.

Flexi-Orb gave scheme teams and installers a structured way to manage installation data, certificates, DNO activity, consumer feedback and reporting from one shared platform.

+28%

increase in installer reviews

Installers saw a 28% uplift in customer reviews collected through the Flexi-Orb workflow.

77%

time saved on DNO forms

The guided DNO workflow reduced the time needed to complete and submit forms by 77%.

4

major energy company links

Flexi-Orb was recognised through API access and connections with four major energy companies.

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