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Evolve Home Energy Property Survey Template (V4)

by Steve Jennings, from the Community

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This comprehensive home energy property survey template supports retrofit assessments across cavity wall and loft insulation, external wall insulation, ventilation, damp diagnostics, underfloor measures, solar PV and air source heat pumps. It captures client and property details, heating systems, access constraints, and building fabric conditions, with detailed sections for boroscope evidence, ventilation checks, flues, and ingress points. Includes PAS 2035 pre-installation checks, dynamic and task-specific risk assessments, ECO compliance documentation capture, and a quotation builder to scope measures and pricing. Ideal for surveyors managing domestic retrofit and compliance workflows.

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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

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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.