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PST PIBI and Tech Survey Form

by Mark Gordon, from the Community

Downloads: 0

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.

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Digitize team workflows

Turn your workflows into digital templates or checklists so your team can conduct inspections efficiently and access them from any device.

Reduce manual errors

Help your team complete tasks more accurately with digital templates that minimize errors from manual processes.

Create and share inspection reports

Generate inspection reports and share them with your team and stakeholders to keep everyone informed.

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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.

PST PIBI and Tech Survey Form for Energy Retrofits | Free Template