Home Pre-Retrofit Assessment
A guided platform for field teams to capture HVAC systems, building envelopes, and energy usage — supporting retrofit planning and grant applications.
What We Cover
Eight structured sections capture a complete picture of the property — from energy bills to foundation moisture — giving analysts everything needed for retrofit planning.
Start an assessmentGeneral Home Info
Contact details, property type, year built, size
Occupancy Profile
Patterns, comfort complaints, EV chargers
Energy Usage
Annual electricity and gas costs & consumption
HVAC & Appliances
Heating, cooling, water heater, major appliances
Building Envelope
Walls, roof, attic insulation and air sealing
Doors & Windows
Condition, age, type, replacement needs
Basement Details
Foundation material, insulation, moisture
Exterior
Holes, chimneys, dryer exhaust, penetrations
Why Use This Platform
Every feature was designed around real-world assessment workflows — on-site data capture, unreliable connections, and time-pressured field teams.
Mobile-first
Fully responsive for phones and tablets. Assessors work comfortably in the field without needing a laptop.
Autosave
Every change is debounced and saved within 900 ms. No data is lost when a call comes in or a network blips.
Role-based access
Administrators, analysts, and field assessors each see only what they need — nothing more.
Aggregate reports
Generate CSV exports and visualise heating types, property breakdowns, and energy trends across all assessments.
The Process
A three-step cycle from on-site capture to programme-level planning — designed to be repeatable across hundreds of properties.
Field assessors visit the property and work through the guided 8-step form, capturing data and photos as they go.
Analysts review completed assessments through dashboards and aggregate reports, spotting trends across the portfolio.
Administrators export CSV data to support retrofit planning, budgeting, and grant applications.
Ready to start?
Sign in to access the assessment platform and start capturing home energy data for your community.