• Project/home name and address or cross streets
• ZIP code, year built, conditioned floor area, and number of stories
• Average ceiling height and climate zone, if known

This sets the baseline. The home’s age, size, height, and location help estimate heating and cooling loads, likely insulation levels, and the climate conditions the home must perform under.

This helps define the thermal boundary, the volume of conditioned space, and the basic load assumptions used for comfort and retrofit planning.

• Attic or ceiling type: vented attic, unvented attic, cathedral/vaulted ceiling, finished attic/knee walls, no accessible attic, or unknown
• Attic insulation level: unknown, none/R-0, low, moderate, or high/R-49+
• Whether the attic appears air sealed: yes, no, partial, or unknown

The attic is often the primary site of heat loss in winter and heat gain in summer due to the Stack Effect. Insulation slows heat movement, while air sealing helps stop conditioned air from escaping into the attic.

• Foundation type: conditioned basement, unconditioned basement, slab, vented crawlspace, unvented crawlspace, mixed, or unknown
• Foundation wall insulation level: unknown, none/R-0, some/low, moderate, or high/R-19
• Whether rim joists appear sealed/insulated: yes, no, partial, or unknown

“An uninsulated basement is like living over a cold cave. You’re heating it whether you want to or not.”

Foundations manage moisture and conduction. Rim joists are often one of the leakiest parts of a home's air barrier, especially in older homes.

• Wall insulation level: unknown, none/R-0, some/low, moderate, or high
• Notes about wall construction, siding, or known insulation work if available

Walls are the largest surface area of your envelope. Adding continuous insulation during re-siding is a "once in a generation" upgrade opportunity.

• Primary heating system type and fuel source
• Heating and cooling efficiency, if known, or year installed if efficiency is not known
• Cooling system type, including none, central AC, heat pump, mini-split, or window/room AC
• Secondary or supplemental systems, such as mini-splits, electric baseboard, wood/pellet stove, window AC, or backup systems
• Distribution type, duct insulation, duct sealing status, and duct location

Look for a label on the furnace, boiler, heat pump, AC condenser, air handler, or mini-split outdoor unit. If you cannot find AFUE, SEER, HSPF, COP, or EER, record the approximate year installed. Taking a photo of the equipment label is often easier than writing everything down.

Leaky ducts in an attic can waste 30% of your energy before it even reaches your rooms. Sealing ducts is often higher ROI than replacing the furnace itself.

If the homeowner does not know the exact efficiency, our tool can use default values based on the approximate install year. These are planning assumptions only and may need contractor verification.

Many homeowners know roughly when their equipment was installed, even if they do not know AFUE, SEER, or HSPF. That makes install year a practical way to create a first-pass efficiency estimate for budgeting and retrofit planning.

• Water heater type: gas storage, electric storage, heat pump water heater, tankless, indirect/boiler, or other
• Fuel: natural gas, electric, propane, oil, boiler-connected, or unknown
• Energy Factor / Uniform Energy Factor (EF/UEF), if known, or year installed

Water heating is usually the 2nd largest energy expense. Moving to a Heat Pump Water Heater can reduce this cost substantially in many homes.

As with heating and cooling equipment, a clear photo of the water heater label is often the easiest way to capture the useful information.

• Panel status: adequate/modern, older but functional, possible upgrade needed, unsafe/needs electrician, or unknown
• Service amps and main breaker rating, if visible
• Whether panel space and open 240V space appear available
• Panel photo and main breaker/panel label photo

Do not remove the panel cover or touch wiring. Only observe what is visible from the outside or from the normal hinged panel door. If anything looks damaged, overheated, loose, wet, or unsafe, mark it for electrician review.

Electrification may add future loads such as heat pumps, heat pump water heaters, induction ranges, EV chargers, batteries, or solar equipment. The Step 1 audit does not replace an electrician’s load calculation, but it helps flag whether electrical readiness should be reviewed early.

• Approximate window area as a percentage of wall area
• Window type: single pane, single + storms, double pane clear, double pane low-E, triple pane, or mixed/unknown
• Notes about unusual window conditions, if helpful

Windows are the "zippers" of your thermal coat. They can be major sources of heat loss, comfort problems, and radiant heat gain.

• Mechanical ventilation: none known, bath fans only, kitchen exhaust, HRV/ERV, fresh-air duct, other, or unknown
• Visible combustion appliances: gas furnace, gas boiler, gas water heater, gas fireplace, gas range/oven, wood/pellet stove, none known, or unknown
• Moisture / IAQ concerns: musty basement, mold concern, condensation, ice dams, poor bath/kitchen exhaust, none observed, or notes

This is not a combustion safety test. Do not test, adjust, or diagnose combustion equipment yourself. The goal is simply to note visible appliances and moisture/ventilation clues so the plan can flag what a qualified professional may need to verify before air sealing, insulation, or electrification work.

A tighter home can be more comfortable and efficient, but it also needs moisture control, good exhaust, and safe appliance sequencing. These observations help the plan avoid treating insulation, ventilation, and equipment as separate silos.

• Optional electric usage: annual kWh or monthly average, or a bill photo
• Optional gas/fuel usage: annual therms/gallons or monthly average, or a bill photo
• Photos: front exterior, other sides, attic/insulation, rim joist, foundation wall, equipment labels, electrical panel, windows, and problem areas
• Homeowner priorities: high bills, comfort, electrification, health/IAQ, resale, contractor bid, rebate readiness, timing, urgency, and budget sensitivity

Utility use can help reality-check the model later, while photos reduce guesswork. Homeowner priorities do not change the physical facts of the home, but they do help shape the next-step pathway, contractor conversation, and budget planning.

• Solar status: existing solar, solar planned/interested, no solar, or unknown
• System size or annual production if known
• EV charger present or planned, battery present/planned, or interest in a net-zero/net-ready pathway

Solar helps close the gap between a high-performance electric home and a net-zero or net-ready home. First reduce the load with envelope and equipment improvements; then solar can offset what remains.