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Technical Survey Form for Energy Efficiency

by Paul Mclean, from the Community

Downloads: 10+

This technical survey form is designed for energy efficiency assessments and retrofit planning across residential properties. Use it to scope cavity wall, internal wall, room in roof, loft, and underfloor insulation, plus draft proofing, low energy lighting, and ventilation upgrades. Capture customer details, property type and tenure, construction condition, ventilation, moisture readings, and access. Document dynamic risk assessments, required PPE, and trade dependencies for plumbing and electrical work. Log measurements, photos, omissions, and notes to determine suitability, materials, and next steps for safe and compliant installation.

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Digitize team workflows

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

About author

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.

Technical Survey Form for Energy Efficiency Template | Free Template