Following whole-house renovation files with your households
The grant file is always waiting for one last quote
As a Mon Accompagnateur Rénov’ adviser, you support each household for months. After the energy audit, the household chooses a works scenario and consults contractors; then their documents and the quotes have to be gathered before the grant application goes in. The tax assessment arrives by email, the property tax notice as a photo on WhatsApp, an insulation quote as an attachment the household forwards to you three weeks later.
The heating engineer promises his quote for next week, then for the week after. The household thinks everything has been sent, you are still waiting for a document, and nobody knows who should be chasing whom.
What Kolinea changes for you
Document requests
Household documents and quotes, accepted or refused one by one
Tax assessment, proof of ownership, the quote for each package of works: the household or the contractor uploads each document on its line; you accept it, or refuse it with the reason.
- One line per document and per package of works
- Refusal with a reason: everyone knows what to upload again
- Complete file before the application goes in
Your client uploads their documents from their phone
Automatic reminders
Reminders for overdue quotes go out on their own
Before the due date, on the due date, then when it is late, to the household and to the contractor alike. As soon as the document is uploaded, nothing more goes out.
- Before, on and after the due date
- Stops automatically once uploaded
- Chasing by hand is still possible
Your clients find what is expected of them as soon as they open the folder
“Waiting” view
The missing quote, and who has to send it
In each folder, what you have to check on one side, what the household and the contractors owe on the other. Overdue items stand out on their own.
- Your documents to check, on one side
- What the household and contractors owe, on the other
- Overdue items highlighted
Every morning, you know where to start
What Kolinea solves for renovation advisers
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Before: Documents arrive by email, by text and through links that expire, and nobody knows what is still missing
One line per expected document, uploads from a simple link, and reminders that go out without you.
See how -
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Kolinea also takes care of
Folder templates
Every whole-house renovation, ready in advance
The “Whole-house renovation” template prepares the support contract, the household’s documents, the choice of works scenario, the contractors’ quotes and the checks before the application, with their due dates.
- Planned items, in order
- Due dates that fit each folder
- Your own templates, shared with your team (Premium)
You write your requests once for all your clients
The household, its contractors and your requests in one folder
The household opens the folder through a link, with no account, from their phone, and can write to you when a question comes up. A contractor you add with limited access enters through their own link and reads only what names them: the quote request addressed to them, not the household’s tax assessment. The household’s documents are published as confidential: your team and the people you name can read them, and nobody else.
The “Whole-house renovation” template prepares five steps:
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Support contract
Submitted for sign-off at the start of the engagement, accepted by the household with the date and their name.
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Household documents
A document request with one line per document (identity document, tax assessment, proof of ownership, energy bills), each accepted or refused with the reason (document requests, in detail).
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Choosing the works scenario
A choice between the scenarios in the audit. The household decides in the folder and their answer stays dated.
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Contractors’ quotes
A document request with one line per package of works and one for the firms’ RGE certificates. You address it to the household or straight to the contractor.
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Before the application goes in
A checklist the household ticks off (account created on the grant application website, works summary read, name and address checked on every quote).
Kolinea does not file the grant application and calculates no amount: it gathers what is needed to file it and keeps a record of who sent what.
You know who still has to act
The “Waiting” view of each folder separates what you have to deal with (a document to check, a question from the household) from what you are waiting for from others, overdue items first (the “Waiting” view). Reminders go out two days before the due date, on the day, the day after, then seven days later, to the household and to the contractor alike, and stop as soon as the document is uploaded (the article chasing a client who does not send their documents).
Until the final payment, you add the folder’s milestones: application filed, works started, end-of-works visit. Once the folder is closed, the household and you can find the audit, the quotes and every dated decision, for as long as your workspace exists.
Frequently asked questions
Another question?
Contact usYour workspace moves to the Free plan, with no time limit: 2 active folders at a time and 2 members. The trial asks for no credit card. Beyond 2 active folders, new folders wait until one is closed, or until you choose Premium.
During the Founding Members Offer, Premium is free for your workspace from the moment you reserve, no credit card needed, throughout the launch phase. You then keep the founding member price for life, as long as you stay subscribed: €6 excl. VAT a month, or €60 excl. VAT a year, instead of €9 excl. VAT a month or €84 excl. VAT a year. One subscription per workspace, with unlimited members and folders. Your clients never pay.
Premium free from today, throughout the launch phase, then up to −33% off for life
100 seats left out of 100 Reserve it from your workspace once signed up
Your ongoing folders carry on, and your clients keep access to closed folders for life, as long as your workspace exists. If you delete the workspace, everyone is notified by email 30 days beforehand and can download the export of their folders.
Not if your exchanges are one-off, with no follow-up: an email is enough. Nor if you need to invoice your clients, or a qualified electronic signature: Kolinea does not invoice, and its sign-off is a simple approval, dated and in the name of the person who gave it, with no value as a qualified signature. It keeps a record of what was accepted and when; if your document requires a qualified signature, you need another tool.
They have nothing to install or remember: they open their link and first see what you expect from them, on a phone or a computer.
Learn moreFrom their contact card, you generate a single-use link, to be opened within 24 hours, and a 6-digit code that you pass on yourself: the link by text or messaging app, the code by phone or in person. Their device is then recognised for your folders.
Learn moreEach trade shown here has its own folder template, with the usual requests already written: “Litigation” for a lawyer, “Year-end” for an accountant, “Rental listing” for a property manager, and so on. They are available on the Free plan; writing your own templates and adding custom fields (floor space, budget, property type…) is reserved for Premium.
Learn moreInvite your colleagues to your workspace: 2 members on the Free plan, as many as you like on Premium. Each one accesses the folders they work on; owners and admins see every folder, and the overdue items of the whole team.
Learn moreYes, free of charge. You open the folder, add your documents and create a free account with no password, then send them the link. They open the folder from that link, then claim it so they can reply; if nobody claims it, the folder is deleted after 30 days.
Your next folder, with nothing lost along the way
Not the right time?
Get the link by e-mail and pick up later, from your computer.
One e-mail only, and your address is not kept.