Home Energy Audit Checklist

A home energy audit checklist for utility bills, comfort issues, insulation, air leaks, HVAC, windows, safety checks, auditor notes, incentives, and upgrade priorities.

Built for home energy audit prep: utility bills, comfort issues, insulation, air leaks, HVAC, windows, safety checks, auditor tools, incentives, ranked upgrades, and quote follow-up.

Home Energy Audit Checklist printable checklist preview image
Home Energy Audit Checklist printable preview

Checklist formats

Edit online, print, or save this template

Start with the ready-made home energy audit checklist, customize the tasks, then print a clean copy or save it as a PDF.

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Items
8 editable tasks
Time / effort
15-45 minutes per session
Best for
A home energy audit checklist for utility bills, comfort issues, insulation, air leaks, HVAC, windows, safety checks, auditor notes, incentives, and upgrade priorities.
Focus
A home energy audit checklist for utility bills, comfort issues, insulation, air leaks, HVAC, windows, safety checks, auditor notes, incentives, and upgrade priorities.
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Service workflow upgrade

Create a job-ready service checklist

Add zones, service scope, inspection notes, exceptions, supplies, before-and-after proof, and customer signoff so the checklist fits the actual job.

Home-service pros and property owners Starts from this home energy audit checklist Final quote first Scope, timeline, and price are confirmed before work starts
Typical deliverables
Recommended package Workflow checklist pack $199-$499 one-time · Three to five related checklist templates · 1 2 weeks
Paid slot path Start at $49, quote confirmed first Email the quote-ready brief; payment link is sent after fit is confirmed. Email paid request
  • Job scope and zones
  • Inspection and exception fields
  • Customer-ready signoff

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Quick answer

What this checklist is for

Built for home energy audit prep: utility bills, comfort issues, insulation, air leaks, HVAC, windows, safety checks, auditor tools, incentives, ranked upgrades, and quote follow-up.

Best for
A home energy audit checklist for utility bills, comfort issues, insulation, air leaks, HVAC, windows, safety checks, auditor notes, incentives, and upgrade priorities.
Core checklist items
Gather 12 months of electric, gas, oil, propane, or utility bills plus thermostat settings, comfort complaints, room notes, and recent repair records, Walk rooms for drafts, cold or hot spots, moisture, odors, window issues, door gaps, attic access, basement areas, and crawlspace concerns, List insulation levels if known, attic depth, air sealing gaps, duct locations, fireplace use, ventilation concerns, and any previous weatherization work, Record HVAC age, filter size, service history, thermostat type, water heater details, appliance concerns, and safety devices before the assessment, Ask the auditor about blower door testing, infrared camera use, combustion safety, carbon monoxide checks, moisture issues, and prioritized recommendations

Printable home energy audit checklist

  1. Gather 12 months of electric, gas, oil, propane, or utility bills plus thermostat settings, comfort complaints, room notes, and recent repair records
  2. Walk rooms for drafts, cold or hot spots, moisture, odors, window issues, door gaps, attic access, basement areas, and crawlspace concerns
  3. List insulation levels if known, attic depth, air sealing gaps, duct locations, fireplace use, ventilation concerns, and any previous weatherization work
  4. Record HVAC age, filter size, service history, thermostat type, water heater details, appliance concerns, and safety devices before the assessment
  5. Ask the auditor about blower door testing, infrared camera use, combustion safety, carbon monoxide checks, moisture issues, and prioritized recommendations
  6. Compare utility rebates, tax credits, financing, contractor referrals, low-income programs, and whether follow-up verification is included
  7. Turn the audit report into a ranked upgrade plan with estimated cost, urgency, comfort impact, energy impact, safety notes, and owner decision date
  8. Save audit report, photos, measurements, incentive documents, contractor quotes, receipts, and post-upgrade utility comparison notes

How to use this checklist

Built for home energy audit prep: utility bills, comfort issues, insulation, air leaks, HVAC, windows, safety checks, auditor tools, incentives, ranked upgrades, and quote follow-up. Bookmark /home-energy-audit-checklist/ if you use this checklist repeatedly.

Planning tips for this checklist

Bring bills and comfort notes

An auditor can prioritize better when utility history, room-by-room comfort complaints, thermostat habits, and recent repairs are visible before the visit starts.

Separate diagnosis from upgrades

The audit should identify problems first, then rank air sealing, insulation, HVAC, windows, appliances, and solar or electrification upgrades by cost and impact.

Turn the report into a buying plan

Use the checklist to compare rebates, contractor quotes, safety notes, expected savings, and follow-up verification before scheduling upgrades.

Frequently asked questions

What should I include in a home energy audit checklist?

A useful home energy audit checklist should include the tasks that matter before, during, and after the situation. Start with the printable list, remove anything that does not apply, and add personal details such as dates, names, addresses, or supplies.

Can I print this home energy audit checklist?

Yes. Use the checklist generator to edit the tasks, then choose Print / Save PDF. A printed checklist is helpful when several people need to share the same plan.