Information

Customer Personal Information

  • Document No.

  • Lead Date / Lead Time

  • Appointment Date / Time

  • How did you know about us?

  • Energy Efficiency Technician

  • Customer Name

  • Customer Address
  • Phone

  • Alt. Number

  • E-Mail

  • Attached Energy Bill?

  • Highest Electric Bill

  • Lowest Electric Bill

  • House Measure

  • Type of Building

System Type

  • Solar Panels

  • Solar Cool Heating & A/C

  • Solar Thermal Water Heater

  • Solar Canopy

  • Helicol Heat Pool Pump

  • Sedna Power Plant

  • Solar Attic Fan

Customer Priorities

  • Decrease Energy Bill

  • Tax Incentives

  • Environment

  • Increase House Value

Home Audit

Energy Analysis

  • Air Leaks

  • Are Windows Energy Efficient?

  • Ductwork needs to be:

  • Attic Temperature in FÂș

  • Attic Ventilation

  • Attic Insulation

  • Floor Insulation

  • Walls Insulation

Heating & A/C Information (UNIT 1)

  • Tonnage

  • SEER Rating

  • Furnace / Air Handler

  • System Age

Heating & A/C Information (UNIT 2)

  • Tonnage

  • SEER Rating

  • Furnace / Air Handler

  • System Age

Heating & A/C Information (UNIT 3)

  • Tonnage

  • SEER Rating

  • Furnace / Air Handler

  • System Age

  • Additional Information:

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.