Template

PIBI and Tech Survey Form - All Measures

by Mark Gordon, from the Community

10+

Use this all-in-one site survey form to assess domestic properties and scope retrofit measures. Capture contact and address details, property type and age, surveyor info, permissions, and design uploads. Record recommended measures including cavity, loft, internal and external wall insulation; solar PV, inverter, batteries, and diverter; air source heat pump with room-by-room details; ventilation upgrades with DMEV and MVHR plus ducting; windows, doors, trickle vents, and door undercuts. Include scaffold requirements, meter and consumer unit checks, roof and elevation photos, loft conditions, cavity wall and EWI suitability, structural survey notes, and remedial work. Designed to guide consistent data collection from pre-install through technical survey for all measures.

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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
Energy Measures PIBI and Tech Survey Form
This PIBI and Tech survey form helps surveyors and installers assess residential properties and scope energy saving measures. Capture property type, age, and exposure, upload design documents and asbestos reports, and record recommended measures across cavity wall, external wall, and loft insulation. Plan solar PV arrays, inverters, and batteries, check consumer units and meters, and document ventilation options like DMEV and MVHR. Include window and door replacements, scaffold needs, roof condition, and structural survey requirements. Use notes and photo prompts, confirm customer awareness, and prepare for installation.
by Mark Gordon, from the Community
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Template
PST PIBI and Tech Survey Form
This PST PIBI and Tech Survey Form supports pre-installation surveys for residential energy efficiency projects. Use it to capture property details, assess suitability, and plan measures such as cavity and loft insulation, external wall insulation, solar PV and inverters, batteries, ASHP and heating upgrades, ventilation with DMEV or DMVHR, and remedial works. The form covers scaffolding requirements, meter and consumer unit checks, window and door replacements, roof condition, loft access and insulation depth, and structural survey needs. It provides sections for photos, notes, and design changes, helping teams coordinate safe, compliant installations and prepare customers for access and site readiness.
by Mark Gordon, from the Community
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Template
External Measures Survey Template
This external measures survey template helps contractors and surveyors capture detailed property information for retrofit works. Record client and property details, elevations, heating types, wall finishes and defects. Scope and evidence measures for external wall insulation, cavity wall and loft insulation, plus ventilation requirements. Include damp inspections, access considerations, enabling works and reinstatement needs. Measure openings, linear meters and areas, and document utilities, vents and rainwater goods. Complete risk assessments for cavity, loft and EWI tasks and add photos, notes and signatures to support accurate planning and installation.
by Talitha Burton, from the Community
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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
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PIBI and Tech Survey Form - All Measures

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