Information

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Customer Details

  • Reference - UPRN needed

  • Title

  • Forename

  • Surname

  • Address 1

  • Address 2

  • Address 3

  • Post Code

  • Telephone

  • Mobile

  • Email

Visit Info

  • Energy Advisors

  • Date/Time of visit

  • Build Form - House

  • Build Form - Apartment

  • Build Form Unknown - Please comment

  • Build Form - Bungalow - Please Comment

  • Number of Occupants

Energy Info

  • Do you understand what 'Energy Efficient' means?

  • What energy saving measures are you using currently in your home?

  • Do you consider your home to be cold?

  • What type of space heating is used most frequently?

  • Main Space Heating Fuel Type

  • Is your boiler working properly at the moment?

  • Do you have the instructions to use the heating system?

  • If no, would you like a copy?

  • Make and model for manual required

  • Is any supplementary heating used?

  • Do you have any heating controls?

  • Programmer

  • Is it set to the right times?

  • Do you have the instructions to use the programmer?

  • If no, would you like a copy?

  • Make and model for manual required

  • Room thermostat

  • If yes, are thermostats for the heating working and set to the right temperature (18-21C)?

  • Thermostatic radiator

  • Is it set to the right times?

  • Do you understand how to set the timers?

  • Water Heating System

Damp/Condensation

  • Are there any signs of damp/condensation/mould/growth?

  • If yes, please where?

  • Add supporting image #1

  • Add supporting image #2

  • Add supporting image #3

Bill Information

  • How much do you spend on your Gas bills?

  • Payment frequency

  • How much do you spend on your Electric bills?

  • Payment frequency

  • Are you currently in fuel debt?

  • Would you like help to manage your debt?

  • What is your method of payment?

  • Comment

  • Who is your electricity provider?

  • Comment

  • What is your current tariff?

  • Comment

  • Who is your gas provider?

  • Comment

  • What is your current tariff?

  • Comment

  • Do you understand your bills?

  • When did you last switch providers?

  • Comment - www.billscutter.com

  • Would you like any fuel switching advice?

  • Comment

Prescription with Saving

  • Use your programmer, heating controls and TRVs effectively

  • Comment

  • Microwave ovens use less energy than conventional cookers

  • Comment

  • Keep room temperatures between 18-21C and reduce by 1C if comfortable

  • Comment

  • Install radiator panels on outside walls

  • Comment

  • Don't leave energy appliances on standby - use power down device supplied by the Energy Doctor scheme

  • Comment

  • Only boil what is needed in the kettle

  • Comment

  • Turn off unwanted lights, use energy savings lightbulbs and consider using LEDs

  • Comment

  • Dry washing outside where possible

  • Comment

  • When replacing appliances, choose most energy efficient models

  • Comment

  • Use a Shower Timer to have shorter showers

  • Comment

  • Use economy or low temp cycles on low appliances, and wait for a full load on wet appliances

  • Comment

Prescription with Savings Unknown

  • Prevent heat from escaping through gaps in windows or doors with draughtproofing

  • Comment

  • Keep internal doors closed

  • Comment

  • Close curtains at dusk

  • Comment

  • Have showers not baths (unless power shower)

  • Comment

  • Don't block radiators with clothes, furniture or curtains

  • Comment

  • Don't leave fridge/freezer door open longer than necessary

  • Comment

  • Defrost food in Fridge where possible

  • Comment

  • Use your energy monitor to compare the energy usage of items in your home, and identify where you can save energy

  • Comment

  • Turn off unnecessary taps/fix dripping taps

  • Comment

  • Do you have a Water Meter?

  • Comment

Environmental Team

  • Would you be interested in visiting an Eco Home?

  • Comment

  • Would you be interested in becoming an Eco Champion?

  • Comment

  • How did you bear about the Home Energy Check service?

  • Comment

Referrals/Further Advice Given

Fuel Switching

  • Would you like to discuss this further?

Further Help

  • Finding work or accessing training

  • Comment

  • Debt Management

  • Comment

  • Welfare Reform

  • Comment

Items Received

  • Radflek

  • Comment

  • What is your current tariff?

  • Comment

  • Electricity Monitor

  • Lightbulb

  • Electricity Monitor

  • TV Power-Down

  • Draught Excluder

  • Shower Timer

  • Room Thermometer

  • Prescription

Optional Information

  • Gender

  • Age

  • Ethnicity of householder

  • Disability

  • Sexuality

  • Religion of Householder

  • Comments

  • Signature

  • Time of departure

  • Length of visit

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.