Template

EvoBoard Home Energy Property Survey Template

by Steve Jennings, from the Community

10+

This EvoBoard template helps assess residential properties for energy improvements. Record client and landlord details, property type and elevations, access needs, and basic floor plans. Survey loft insulation and cavity walls, capture photos of hatches and loft spaces, confirm existing insulation depth and documentation, and note downlights and electricals. Complete detailed risk assessments for loft and cavity work, including asbestos checks, access, wildlife, confined spaces, and signage. Finish with a dynamic risk assessment and compile quotations for works such as EvoBoard, extraction, cavity wall and loft insulation, damp treatment, and access equipment.

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Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

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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
EvoBoard Template v1: Home Energy Property Survey
This EvoBoard Template v1 supports a complete home energy property survey for retrofit and insulation works. Capture special instructions and full client or landlord details, document property type, elevations, storeys, bedrooms, and structural condition. Plan access and required equipment, add a basic floor plan, and specify survey type. Record loft insulation details including scheme, hatch size, loft height, existing insulation and depth, Ofgem documentation, down-lights, high-amp cables, and clearance photos. Complete cavity wall and loft risk assessments, including asbestos, wildlife, access, MEWP, ladders, confined spaces, and signage. Finish with a dynamic risk assessment, signatures, and a quotation covering EvoBoard, extraction, cavity wall and loft insulation, damp, and other works.
by Steve Jennings, from the Community
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Template
EvoBoard Home Energy Property Survey Template V2
This EvoBoard Template V2 supports comprehensive home energy property surveys. Capture client and landlord details, property type and elevations, access constraints, and a basic floor plan. Record loft insulation measurements including hatch size, joist dimensions, existing insulation depth and removal needs, boarding quantities, overhangs, wastage, and distances between joists. Assess electrical considerations such as high-amp appliances, cable slack, spotlights, and fans, and specify precautionary methods. Review loft peripherals including ladders and existing boarding, finishing trims, and notes. Complete risk assessments for cavity wall and loft works, including asbestos checks, wildlife, manual handling, confined spaces, signage, and scaffolding. Use the dynamic risk assessment on site and generate a quotation for EvoBoard installation, extraction, cavity wall insulation, loft insulation, damp treatment, and other works.
by Steve Jennings, from the Community
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Template
Cavity Wall and Loft Insulation Survey (PAS 2035)
This survey checklist guides assessments for cavity wall and loft insulation in line with PAS 2035:2019. Capture address and tenure, building and heating details, structural condition, evidence of damp and condensation, and ventilation types and performance. Document cavity depth, boroscope findings, DPC height, and internal heat-loss areas across elevations. Include access requirements, remedial works, quotations, and dynamic risk assessments for cavity and loft activities. Record loft specifics such as hatch size, existing and target insulation depths, services, obstructions, and materials. Conclude with installation checks and customer and crew signatures to verify pre and post installation compliance.
by William Wright, from the Community
Downloads: 10+
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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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EvoBoard Home Energy Property Survey Template

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EvoBoard Template v1: Home Energy Property Survey

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Cavity Wall and Loft Insulation Survey (PAS 2035)

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EvoBoard Template v1: Home Energy Property Survey

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