Q01
Message
All templatesSustainability & 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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
37 questions · ~15 min
Q02
Dropdown
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
Message
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
Multiple Choice
What is the current status of your installation?
- Installation completed
- Installation scheduled
- Comparing quotes or still considering
- Decided not to proceed
Q05
Multiple Choice
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
Opinion Scale
Overall, how satisfied are you with your home energy upgrade experience so far?
Scale: 1 – 7
Min:Very dissatisfiedMax:Very satisfied
Q07
AI Interview
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
Multiple Choice
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
Message
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
Multiple Choice
In the past 12 months, did you have an on-site energy assessment or survey for this project?
- Yes
- No
- Not sure
Q11
Dropdown
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
Message
The next questions ask about your completed installation. If your installation is not yet complete, please skip ahead.
Q13
Multiple Choice
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
Opinion Scale
On a scale of 0 to 10, how likely are you to recommend your installer to a friend or colleague?
Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q15
Long Text
Based on your responses in this survey, is there anything else you would like to share about your home energy upgrade experience?
Q16
Dropdown
What is your age?
- 18–24
- 25–34
- 35–44
- 45–54
- 55–64
- 65+
- Prefer not to say
Q17
Opinion Scale
How would you rate the professionalism of the assessor during your site visit?
Scale: 1 – 7
Min:Very poorMax:Excellent
Q18
Opinion Scale
How satisfied are you with the quality of workmanship of your installation?
Scale: 1 – 7
Min:Very dissatisfiedMax:Very satisfied
Q19
Multiple Choice
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
Multiple Choice
What is your gender?
- Woman
- Man
- Non-binary
- Prefer to self-describe
- Prefer not to say
Q21
Opinion Scale
How would you rate the thoroughness of the energy assessment?
Scale: 1 – 7
Min:Very poorMax:Excellent
Q22
Opinion Scale
How satisfied are you with the timeliness of your installation?
Scale: 1 – 7
Min:Very dissatisfiedMax:Very satisfied
Q23
Opinion Scale
Overall, how easy or difficult was the rebate or tax credit application process?
Scale: 1 – 7
Min:Very difficultMax:Very easy
Q24
Long Text
What is your ZIP or postal code?
Q25
Opinion Scale
How would you rate the clarity of the recommendations you received?
Scale: 1 – 7
Min:Very poorMax:Excellent
Q26
Opinion Scale
How satisfied are you with the communication from your installer throughout the process?
Scale: 1 – 7
Min:Very dissatisfiedMax:Very satisfied
Q27
Multiple Choice
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
Dropdown
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
Opinion Scale
How would you rate the convenience of scheduling the site visit?
Scale: 1 – 7
Min:Very poorMax:Excellent
Q30
Opinion Scale
How satisfied are you with the site cleanup after installation?
Scale: 1 – 7
Min:Very dissatisfiedMax:Very satisfied
Q31
Dropdown
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
Long Text
What, if anything, could have improved your on-site assessment experience?
Q33
Dropdown
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
Message
The next questions are for those whose installation is not yet complete.
Q35
Multiple Choice
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
Opinion Scale
How likely are you to proceed with this project in the next 3 months?
Scale: 1 – 7
Min:Very unlikelyMax:Very likely
Q37
Multiple Choice
When do you expect your installation to be completed?
- Within 2 weeks
- 2–4 weeks
- 1–2 months
- 3+ months
- Not sure
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- 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 FormsThis 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.
What it does well
- Large template library and drag-and-drop form builder for quick setup
- Flexible for many industries and general CSAT use cases
Where it falls short
- 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 TemplateThis 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.
What it does well
- Focused specifically on post-installation quality and satisfaction
- Ready-to-deploy template within an established survey platform
Where it falls short
- 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 TemplateA 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.
What it does well
- Well-known, easy-to-deploy survey builder with broad distribution options
- General CSAT question bank that's quick to adapt for simple use cases
Where it falls short
- 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 TemplateAnother 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.
What it does well
- Conversational survey format that can feel more engaging than static forms
- Free tier availability for quick deployment
Where it falls short
- 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
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.
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