Template

Client Information Report Template

by Sean Glossop, from the Community

Capture client and property details for building surveys with this checklist. Record resident contact info, address, property type and age, survey type and reason, site images and notes. Document insulation extraction needs, loft conditions, measurements, DPC distances, ventilation, heating, and protected species. Summarize findings and standardize reporting for faster, consistent site assessments.

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Eliminate mistakes made by paper-based processes

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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions .

Template
Advance Property Survey for Insulation Works
This Advance Property Survey template supports home energy and insulation works. Record tenant and client details, property type and heating, and assess required insulation such as loft, cavity, internal, external, and underfloor. Capture access needs and equipment, note structural conditions, ventilation and damp, and identify defects with photos. Include residual cavity checks, boroscope photos, loft depth measurements, vents, and omissions. Conclude with a dynamic risk assessment and client declaration.
by Lee Gregory, from the Community
Downloads: 20+
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Template
F221 LCX Energy Efficiency Survey
Use this comprehensive F221 LCX energy efficiency survey to assess homes and residential buildings. Capture property type and age band, wall construction and thickness, DPC condition, external elevations, roof covering and ventilation, window and door materials and glazing. Record internal room details, building fabric issues, ventilation types and flow rates, heating systems and controls, secondary heating, hot water cylinder insulation and controls, lighting counts and low energy share, loft insulation depth and condition, and loft ventilation. Gather resident information on occupancy, fuel payments, and annual usage for electric, gas, and other fuels. Generate recommendations for building works, wall insulation, ventilation improvements, loft upgrades, heating control upgrades, and suitability for solar PV, and summarize findings to support EPC and SAP updates.
by William Wright, from the Community
Downloads: 0
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Template
ALG Assessment Services Property Report
This property report template supports assessment of residential buildings for insulation and related works. Capture tenant and client details, property type and heating, and note required insulation such as cavity walls, loft, draught proofing, underfloor, and internal wall. Document structural condition, damp or water damage, ventilation adequacy, and building defects with photos. Record cavity wall measurements, materials, boroscope images, extraction needs, and drying times. Include loft depth readings, areas to be insulated or omitted, vents, pipe lagging, and walkways. Log access issues, required equipment like ladders or scaffolding, and special instructions. Complete a dynamic risk assessment and obtain client declaration and assessor signature.
by Lee Gregory, from the Community
Downloads: 10+
Get
Template
Evolve Potential Measures Survey
This comprehensive home energy property survey template supports assessing and specifying potential retrofit measures. Capture client and property details, heating types, elevations, and access needs. Inspect and document cavity wall and loft insulation, ventilation, damp issues, party walls, underfloor areas, and external wall insulation. Include extraction assessments (foam and other materials), photos, measurements, and notes. Perform risk assessments, dynamic checks, and ECO compliance documentation, aligned with PAS 2035. Generate quotations for measures such as cavity and loft insulation, ventilation, damp works, extraction, and more.
by Steve Reynolds, from the Community
Downloads: 0
Get

Advance Property Survey for Insulation Works

This Advance Property Survey template supports home energy and insulation works. Record tenant and client details, property type and heating, and assess required insulation such as loft, cavity, internal, external, and underfloor. Capture access needs and equipment, note structural conditions, ventilation and damp, and identify defects with photos. Include residual cavity checks, boroscope photos, loft depth measurements, vents, and omissions. Conclude with a dynamic risk assessment and client declaration.

by Lee Gregory, from the Community

20+

Get

Template

F221 LCX Energy Efficiency Survey

Use this comprehensive F221 LCX energy efficiency survey to assess homes and residential buildings. Capture property type and age band, wall construction and thickness, DPC condition, external elevations, roof covering and ventilation, window and door materials and glazing. Record internal room details, building fabric issues, ventilation types and flow rates, heating systems and controls, secondary heating, hot water cylinder insulation and controls, lighting counts and low energy share, loft insulation depth and condition, and loft ventilation. Gather resident information on occupancy, fuel payments, and annual usage for electric, gas, and other fuels. Generate recommendations for building works, wall insulation, ventilation improvements, loft upgrades, heating control upgrades, and suitability for solar PV, and summarize findings to support EPC and SAP updates.

by William Wright, from the Community

Get

Template

ALG Assessment Services Property Report

This property report template supports assessment of residential buildings for insulation and related works. Capture tenant and client details, property type and heating, and note required insulation such as cavity walls, loft, draught proofing, underfloor, and internal wall. Document structural condition, damp or water damage, ventilation adequacy, and building defects with photos. Record cavity wall measurements, materials, boroscope images, extraction needs, and drying times. Include loft depth readings, areas to be insulated or omitted, vents, pipe lagging, and walkways. Log access issues, required equipment like ladders or scaffolding, and special instructions. Complete a dynamic risk assessment and obtain client declaration and assessor signature.

by Lee Gregory, from the Community

10+

Get

Template

Evolve Potential Measures Survey

This comprehensive home energy property survey template supports assessing and specifying potential retrofit measures. Capture client and property details, heating types, elevations, and access needs. Inspect and document cavity wall and loft insulation, ventilation, damp issues, party walls, underfloor areas, and external wall insulation. Include extraction assessments (foam and other materials), photos, measurements, and notes. Perform risk assessments, dynamic checks, and ECO compliance documentation, aligned with PAS 2035. Generate quotations for measures such as cavity and loft insulation, ventilation, damp works, extraction, and more.

by Steve Reynolds, from the Community

Get

Client Information Report Template

About author

You might also like

Advance Property Survey for Insulation Works

F221 LCX Energy Efficiency Survey

ALG Assessment Services Property Report

Evolve Potential Measures Survey

You might also like

Advance Property Survey for Insulation Works

F221 LCX Energy Efficiency Survey

ALG Assessment Services Property Report

Evolve Potential Measures Survey