Drafting an energy audit report involves capturing the right data to improve home efficiency. The home energy audit checklist is your go-to tool for documenting the energy performance of lighting, HVAC systems, appliances, and more. Whether you’re a contractor or a property manager, this checklist simplifies assessments, keeps inspections consistent, and helps you make informed recommendations.
A step-by-step guide to using the home energy audit checklist
Here’s how you can make the checklist part of your workflow and conduct thorough assessments:
- Customize the checklist to suit your needs. Use the Lumiform app to edit sections, add custom fields like region-specific energy codes, or adjust response options. This step makes the checklist practical for your team and the properties you evaluate.
- Engage your team for thorough checks. Assign roles to team members for larger properties and delegate the checklist as needed. The app lets you track assignments and ensure all areas are covered efficiently.
- Prepare your tools and access the checklist. Before heading out, gather the necessary equipment—thermometer, flashlight, and your mobile device with the checklist ready in the Lumiform app. You can capture photos and notes directly on the template for a seamless inspection.
- Inspect and document systematically. Move through the checklist step by step—lighting systems, HVAC systems, home composition, and energy consumption habits. Focus on energy-critical areas, like sealing around windows and doors or the condition of insulation.
- Analyze and act on findings. Once the checklist is complete, review the collected data. Use the app’s analytics tools to identify patterns, prioritize repairs, and generate a summary report to share with stakeholders. This helps streamline next steps and highlights cost-saving opportunities.
Best practices for using the home energy audit checklist
Follow these tips to get the most out of your home energy audit checklist.
Feel free to tailor the checklist to local energy codes and regulations. This way, the checklist addresses your region’s requirements, making your findings more relevant and actionable. This step also helps you stay compliant with standards, which can enhance the credibility of your audits and reports.
Include detailed notes and photos as needed to enrich your documentation. A written description paired with a photo can make it easier to communicate issues to your team or clients.
Make the checklist part of your ongoing maintenance routine. Performing audits regularly, rather than as a one-off task, helps you track changes in energy efficiency over time. Regular use also ensures small problems are caught early, saving you and your team from costly repairs or inefficiencies down the line.
Download Lumiform’s home energy audit checklist today
Streamline your energy audits with this customizable checklist. It covers insulation, air leaks, and more, allowing you to quickly identify improvement opportunities. Whether you’re inspecting a single home or multiple properties, our checklist keeps your process organized and efficient.