Template

EHES Property Overview Checklist

by Steve Reynolds, from the Community

Use this EHES property overview checklist to conduct a thorough property condition survey. Record client details, EPC rating and issue date, property and sub‑type, age, bedrooms, and heating systems. Capture photos of all elevations, walls, roofs, windows, doors, and ventilation. Assess wall and roof types, cavity and party wall insulation, loft access and insulation depth, floor construction, and potential for ECO measures. Document internal conditions across bedrooms, wet rooms, and heating controls. Identify damp and condensation issues, note defects, and provide recommendations, including interest in EWI, IWI, boiler upgrades, FTCH, ESH, ASHP, GSHP, and other renewables. Conclude with surveyor name and signature.

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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

About author

Community

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 .

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EHES Property Overview Checklist

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