Home Energy Audit Scheduling Form

Schedule Your Home Energy Audit & Start Saving Today

A professional home energy audit is the first step toward significant utility savings, improved comfort, and valuable rebates. This Home Energy Audit Scheduling Form makes it simple to book your assessment with our certified energy auditors—capturing your availability, current energy usage details, and rebate coordination needs all in one place.

Built for Energy Efficiency Contractors, Utility Programs & Homeowners

Whether you're an energy auditing company, a utility-sponsored efficiency program, or a home services contractor adding energy audits to your offerings, this form streamlines the entire scheduling and intake process. Instead of juggling phone calls, email chains, and paper utility bills, you collect everything upfront—availability windows, home details, utility account information, and rebate eligibility—so your team arrives prepared and your clients get faster results.

The form is especially valuable for HVAC contractors, weatherization specialists, home performance consultants, and sustainability-focused remodelers who need to coordinate complex diagnostic appointments that may include blower door tests, thermal imaging, and ductwork assessments.

What This Form Captures

• Appointment scheduling with preferred dates and time windows
• Home details including age, square footage, heating/cooling systems, and insulation
• Utility bill information for pre-audit energy usage review
• Blower door test timing and access requirements (attic, basement, mechanical rooms)
• Rebate program enrollment and coordination with local utility incentives
• Current comfort concerns like drafts, hot/cold rooms, or high bills
• Homeowner contact details and communication preferences

Seamless Payments, Automation & Follow-Up

This Paperform template supports integrated Stripe, PayPal, or Square payments if you collect deposits or audit fees upfront. You can send automated confirmation emails with preparation checklists (like "gather 12 months of utility bills" or "ensure attic access is clear"), and use conditional logic to tailor follow-up questions based on home type, system age, or rebate eligibility.

For energy efficiency businesses managing multiple audits per week, connect this form to your calendar via Stepper (stepper.io) workflows—automatically creating calendar events, updating your CRM, notifying technicians of special equipment needs, and tracking rebate application status across projects. That means less admin work and more time focused on delivering audits and closing retrofit projects.

Designed for Trust, Compliance & Conversion

Energy audits involve access to homes, utility data, and financial incentives—so trust and clarity matter. This form template uses Paperform's clean, on-brand design system to create a professional first impression, with space for logos, service descriptions, and trust signals. You can embed it directly on your website, share it via email or social campaigns, or include it in utility program partner portals.

Paperform is SOC 2 Type II compliant and offers data residency controls, so sensitive homeowner and utility information stays secure. Plus, with mobile-friendly layouts and progress indicators, homeowners can complete the form easily from any device—improving completion rates and getting your schedule filled faster.

Start using this template today to streamline your energy audit bookings, improve customer experience, and accelerate your path to helping homeowners save energy and money.