Template

EvoBoard Template v1: Home Energy Property Survey

by Steve Jennings, from the Community

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.

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

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
EvoBoard Home Energy Property Survey Template
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.
by Steve Jennings, from the Community
Downloads: 10+
Get
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
Downloads: 0
Get
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+
Get
Template
Home Energy Potential Measures Survey
This home energy property survey template supports residential retrofit assessments across cavity wall and loft insulation, ventilation, damp investigations, party wall checks, external wall insulation, and air source heat pump suitability. It captures client and property details, heating appliance and flue information, access constraints, and evidence via photos. The survey includes extraction assessments for existing insulation, PAS 2035 pre-installation checks for cavity and loft measures, dynamic risk assessments, and ECO compliance documentation uploads. Measurement sections cover elevations, openings, vents, services, and reinstatement needs, concluding with a quotation section for selected measures.
by Steve Reynolds, from the Community
Downloads: 0
Get

EvoBoard Template v1: Home Energy Property Survey

About author

You might also like

EvoBoard Home Energy Property Survey Template

EvoBoard Home Energy Property Survey Template V2

Advance Property Survey for Insulation Works

Home Energy Potential Measures Survey

You might also like

EvoBoard Home Energy Property Survey Template

EvoBoard Home Energy Property Survey Template V2

Advance Property Survey for Insulation Works

Home Energy Potential Measures Survey