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Sustainability & Impact

Home Energy Upgrade Customer Experience Survey

Measures homeowner satisfaction across the full energy-upgrade journey—from site assessment through installation and rebate application—to identify improvement opportunities for program administrators and installers.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全37問・約15分
Q01
メッセージ

Welcome to the Home Energy Upgrade Experience Survey. This survey asks about your recent home energy project—including any site assessment, installation, and rebate or incentive experience. Your responses are confidential, will be reported only in aggregate, and will help improve energy programs and installer quality. There are no right or wrong answers—we are interested in your honest opinions. Participation is voluntary and you may stop at any time. Estimated time: 15 minutes.

Q02
プルダウン

Which best describes the primary home energy upgrade you are providing feedback on today?

  • Solar PV
  • Battery storage
  • Heat pump HVAC
  • Heat pump water heater
  • Insulation and air sealing
  • Windows or doors
  • EV charger
  • Other
Q03
メッセージ

The next few questions are about your on-site energy assessment. If you did not have a site visit, you may skip this section.

Q04
選択式

What is the current status of your installation?

  • Installation completed
  • Installation scheduled
  • Comparing quotes or still considering
  • Decided not to proceed
Q05
選択式

Have you applied for any rebates or incentives for this project?

  • Applied and approved
  • Applied and pending
  • Applied and denied
  • Not applied yet
  • Not eligible or unsure
Q06
オピニオンスケール

Overall, how satisfied are you with your home energy upgrade experience so far?

スケール: 1 – 7
最小:Very dissatisfied最大:Very satisfied
Q07
AIインタビュー

We'd like to learn a bit more about your experience. An AI interviewer will ask you a couple of short follow-up questions.

Q08
選択式

Which best describes your current housing situation?

  • Own my home (primary residence)
  • Own a second or vacation home
  • Rent
  • Live with family or others without paying rent
  • Prefer not to say
Q09
メッセージ

Thank you for completing this survey. Your feedback helps improve home energy programs and installer quality for future homeowners. Your responses are confidential and will be reported only in aggregate.

Q10
選択式

In the past 12 months, did you have an on-site energy assessment or survey for this project?

  • Yes
  • No
  • Not sure
Q11
プルダウン

Approximately when did your on-site energy assessment take place?

  • Within the last month
  • 1–3 months ago
  • 3–6 months ago
  • 6–12 months ago
  • More than 12 months ago
  • Not sure
Q12
メッセージ

The next questions ask about your completed installation. If your installation is not yet complete, please skip ahead.

Q13
選択式

Which rebate or incentive programs did you apply to? Select all that apply.

  • Utility rebate
  • State rebate
  • Federal tax credit (e.g., 25C/25D)
  • Manufacturer rebate
  • Local or municipal program
  • Other
Q14
オピニオンスケール

On a scale of 0 to 10, how likely are you to recommend your installer to a friend or colleague?

スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q15
自由回答（長文）

Based on your responses in this survey, is there anything else you would like to share about your home energy upgrade experience?

Q16
プルダウン

What is your age?

  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
  • Prefer not to say
Q17
オピニオンスケール

How would you rate the professionalism of the assessor during your site visit?

スケール: 1 – 7
最小:Very poor最大:Excellent
Q18
オピニオンスケール

How satisfied are you with the quality of workmanship of your installation?

スケール: 1 – 7
最小:Very dissatisfied最大:Very satisfied
Q19
選択式

What reason(s) were given for the denial of your rebate or incentive application? Select all that apply.

  • Missing documentation
  • Program budget exhausted
  • Ineligible equipment or scope
  • Application error
  • Submitted after deadline
  • Other
Q20
選択式

What is your gender?

  • Woman
  • Man
  • Non-binary
  • Prefer to self-describe
  • Prefer not to say
Q21
オピニオンスケール

How would you rate the thoroughness of the energy assessment?

スケール: 1 – 7
最小:Very poor最大:Excellent
Q22
オピニオンスケール

How satisfied are you with the timeliness of your installation?

スケール: 1 – 7
最小:Very dissatisfied最大:Very satisfied
Q23
オピニオンスケール

Overall, how easy or difficult was the rebate or tax credit application process?

スケール: 1 – 7
最小:Very difficult最大:Very easy
Q24
自由回答（長文）

What is your ZIP or postal code?

Q25
オピニオンスケール

How would you rate the clarity of the recommendations you received?

スケール: 1 – 7
最小:Very poor最大:Excellent
Q26
オピニオンスケール

How satisfied are you with the communication from your installer throughout the process?

スケール: 1 – 7
最小:Very dissatisfied最大:Very satisfied
Q27
選択式

What is the main reason you have not applied for rebates or incentives?

  • Didn't know about available rebates
  • Plan to apply later
  • Installer will apply on my behalf
  • Process seems too complex
  • Unsure about eligibility
  • Not worth the amount
  • Other
Q28
プルダウン

What is the highest level of education you have completed?

  • Less than high school
  • High school diploma or GED
  • Some college or Associate degree
  • Bachelor's degree
  • Graduate or professional degree
  • Prefer not to say
Q29
オピニオンスケール

How would you rate the convenience of scheduling the site visit?

スケール: 1 – 7
最小:Very poor最大:Excellent
Q30
オピニオンスケール

How satisfied are you with the site cleanup after installation?

スケール: 1 – 7
最小:Very dissatisfied最大:Very satisfied
Q31
プルダウン

What is your current employment status?

  • Full-time
  • Part-time
  • Self-employed
  • Homemaker or caregiver
  • Student
  • Retired
  • Unemployed and seeking work
  • Not seeking work
  • Prefer not to say
Q32
自由回答（長文）

What, if anything, could have improved your on-site assessment experience?

Q33
プルダウン

Approximately how long was it from your on-site assessment to installation completion?

  • Less than 1 week
  • 1–2 weeks
  • 2–4 weeks
  • 1–2 months
  • 2–3 months
  • 3–6 months
  • More than 6 months
  • Not sure
  • Not applicable — not yet completed
Q34
メッセージ

The next questions are for those whose installation is not yet complete.

Q35
選択式

What are the main barriers to moving forward with your project? Select all that apply.

  • Upfront cost
  • Waiting for contractor availability
  • Unsure about benefits
  • Rebate or incentive complexity
  • Permitting or inspections
  • Financing approval
  • Other
Q36
オピニオンスケール

How likely are you to proceed with this project in the next 3 months?

スケール: 1 – 7
最小:Very unlikely最大:Very likely
Q37
選択式

When do you expect your installation to be completed?

  • Within 2 weeks
  • 2–4 weeks
  • 1–2 months
  • 3+ months
  • Not sure

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Maps the complete home energy upgrade journey in one flow — from on-site assessment through installation status to rebate/incentive application — rather than a single generic satisfaction snapshot.
  • Uses branching conversational message guidance so respondents whose installation isn't complete, or who haven't applied for rebates, skip irrelevant sections and only answer what applies to them.
  • Pairs structured rating-scale ratings (assessor professionalism, thoroughness, workmanship, timeliness, communication, cleanup) with an AI follow-up interview that can probe open-ended answers like 'what could have improved your assessment' in real time.
  • Includes energy-program-specific questions (rebate program selection, denial reasons, ease of application) that generic CSAT templates don't anticipate, plus demographics for program-administrator segmentation.

Jotform

200+ Customer Satisfaction Evaluation Forms

This is a category/gallery page of generic customer satisfaction form templates rather than a fielding-ready survey built for the home energy upgrade journey. It's useful as a form builder with broad customization options, but none of the listed templates address site assessments, installation stages, or rebate applications specifically. A researcher would need to heavily rebuild any of these to fit an energy-upgrade context.

優れている点

  • Large template library and drag-and-drop form builder for quick setup
  • Flexible for many industries and general CSAT use cases

物足りない点

  • No adaptive AI follow-up questioning — static form fields only
  • No template specific to energy assessments, installation, or rebate workflows
  • No automated per-response quality scoring or AI-generated reports

QuestionPro

Hardware Post Installation Satisfaction Survey Template

This template targets post-installation satisfaction for hardware/equipment, which overlaps conceptually with the installation-quality portion of a home energy upgrade journey. It appears to be a static, fielding-ready survey rather than one covering the full pre-assessment-to-rebate lifecycle. It's a reasonable point of comparison for the installation section specifically, but not a full journey survey.

優れている点

  • Focused specifically on post-installation quality and satisfaction
  • Ready-to-deploy template within an established survey platform

物足りない点

  • Limited to the installation stage — no coverage of site assessment or rebate/incentive steps
  • No adaptive AI interviewing or voice AI options to explore dissatisfaction in depth
  • No transparent prompt methodology or automated quality scoring of responses

SurveyMonkey

Customer Satisfaction Survey Template

A generic, general-purpose CSAT template usable across almost any product or service, not tailored to home energy upgrades, installers, or rebate programs. It's fielding-ready but would require substantial customization to capture assessment-to-installation-to-rebate journey stages. Best suited as a broad benchmarking baseline rather than a domain-specific tool.

優れている点

  • Well-known, easy-to-deploy survey builder with broad distribution options
  • General CSAT question bank that's quick to adapt for simple use cases

物足りない点

  • No energy-industry-specific content (assessments, installation status, rebates)
  • Static question format with no adaptive AI follow-up or voice interviews
  • No automated response quality scoring or AI-generated summary reports

SurveySparrow

FREE Customer Satisfaction Survey Template

Another generic customer satisfaction template offered free, aimed at broad business use rather than the home energy upgrade sector specifically. It's a ready-to-use conversational-style form, but lacks any built-in logic for assessment, installation, or rebate stages. Comparable mainly as a general CSAT benchmark, not a specialized journey survey.

優れている点

  • Conversational survey format that can feel more engaging than static forms
  • Free tier availability for quick deployment

物足りない点

  • No content addressing site assessments, installer performance, or rebate processes
  • No adaptive AI-driven follow-up questions or voice AI interviewing
  • No transparent prompt disclosure or automated quality scoring of open-ended responses

よくあるご質問

「Home Energy Upgrade Customer Experience Survey」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が37問含まれており、最初の設問は次のとおりです：「Welcome to the Home Energy Upgrade Experience Survey. This survey asks about your recent home energy project—including a…」・「Which best describes the primary home energy upgrade you are providing feedback on today?」・「The next few questions are about your on-site energy assessment. If you did not have a site visit, you may skip this sec…」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、37問を約15分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

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