This comprehensive home energy property survey template supports assessing and specifying potential retrofit measures. Capture client and property details, heating types, elevations, and access needs. Inspect and document cavity wall and loft insulation, ventilation, damp issues, party walls, underfloor areas, and external wall insulation. Include extraction assessments (foam and other materials), photos, measurements, and notes. Perform risk assessments, dynamic checks, and ECO compliance documentation, aligned with PAS 2035. Generate quotations for measures such as cavity and loft insulation, ventilation, damp works, extraction, and more.
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