How To Store an EPC

Amongst the required documents to be provided to tenants before they sign the contract is the EPC.

If you have gone through the tenancy checklist, this step will be complete with the gas safety certification and an electrical safety certificate.

Getting Started

  • In the header, navigate to Properties.

You will be directed to a page listing your current properties.

Note: With the free version of PaTMa, you can only manage one property at a time. To add more than one property to your account. Upgrade to a Premium Account.

  • Click the Property Name you wish to add a task to.

  • On the property display page, scroll to locate the EPC column.

  • Click Add EPC

Filling In The Form

Issued Date

In this field use the pop-up calendar to enter the date on which the EPC was issued.


Click Choose File to upload a scanned copy of the energy performance certificate.


In this field enter the grade set for the EPC evaluation

  • Once complete, click Save