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Home energy audit checklist

Home energy audit checklist

Certified energy auditors can use this checklist to assess the energy efficiency of a home based on equipment, appliances, design, and usage.

Use this template
or download pdf
Home energy audit checklist

Certified energy auditors can use this checklist to assess the energy efficiency of a home based on equipment, appliances, design, and usage.

Use this template
or download pdf

About the Home energy audit checklist

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:

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.

Related categories

  • Operational excellence templates
  • Energy industry templates
  • Risk assessment templates
Preview of the template
Inspection
Equipment & Appliances
Instructions: 1. Based on inspection, select whether an equipment or appliance is "efficient" or "inefficient". 2. Include notes to explain your findings and recommendations to improve efficiency and reduce energy costs. Check lighting systems, HVAC Systems, and Electrical Appliances for energy efficiency, and recommend possible improvements to cut energy costs.
Lighting Systems - External
Porch
Garage
Yard
Notes
Lighting Systems - Internal
Living room
Dining room
Kitchen
Basement
Attic
Master bedroom
Master bathroom
Bedroom 2
Bedroom 3
Bathroom
Notes
Heating, Ventilation, and Air Conditioning (HVAC)
Air conditioner
Furnace
Notes
Electrical Appliances
TV set
Computer CPU
Computer monitor
Ceiling fan
Refrigerator
Microwave
Coffee maker
Toaster
Clothes dryer
Dishwasher
Iron
Vacuum cleaner
Notes
Home Composition
Check for insulation and proper sealing.
Windows
Roofing
Attic
Doors
Walls
Notes
Energy Consumption Habits
Are appliances and equipment turned off and unplugged when not in use?
Are some lights turned off in the daytime to take advantage of natural light?
Are external lights turned off during daylight hours?
Are lights turned off at the end of the day?
Are doors and windows closed when the air conditioner/heater is working?
Is it possible to switch to solar energy?
Notes
Findings and Recommendations
Summary Report
Name and Signature of auditor
This template was downloaded 17 times

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

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Frequently asked questions

What are common signs of poor insulation in a home?

Poor insulation often shows up as inconsistent temperatures across rooms or higher-than-average heating and cooling bills. Other red flags include drafts near windows and doors, cold floors in winter, or walls that feel cool to the touch.

Can small changes in insulation make a noticeable difference?

Yes, even minor insulation upgrades can lead to significant improvements in comfort and energy savings. For example, adding weatherstripping to doors or sealing gaps around windows reduces drafts and energy loss. Attic insulation upgrades alone can reduce heating and cooling costs by up to 20%.

What is the most overlooked area in a home energy audit?

Attic hatches and recessed lighting fixtures are commonly missed during energy audits but can be major sources of air leaks. These areas often lack proper sealing, leading to energy loss. Checking and sealing them can prevent heat from escaping in winter or cool air from leaking in summer.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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