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Home Energy Upgrade Customer Satisfaction Survey Template

Collect homeowner feedback on site visits, installation, and incentives. Use this survey template to improve energy programs and installer quality. 6–8 minutes.

What's Included

AI-Powered Questions

Intelligent follow-up questions based on responses

Automated Analysis

Real-time sentiment and insight detection

Smart Distribution

Target the right audience automatically

Detailed Reports

Comprehensive insights and recommendations

Sample Survey Items

Q1
Dropdown
Which best describes the primary home energy project you’re describing today?
  • Solar PV
  • Heat pump HVAC
  • Heat pump water heater
  • Insulation and air sealing
  • Windows/doors
  • EV charger
  • Other
Q2
Multiple Choice
In the past 12 months, did you have an on-site survey or assessment for this project?
  • Yes
  • No
  • Not sure
Q3
Date
When did the on-site survey take place? If no survey occurred, you may skip this.
Q4
Matrix
Please rate your on-site survey experience.
RowsVery poorPoorFairGoodExcellent
Ease of scheduling•••••
Professionalism of the surveyor•••••
Clarity of recommendations•••••
Respect for your home•••••
Overall satisfaction with the survey•••••
Q5
Long Text
What, if anything, could have improved the site survey?
Max 600 chars
Q6
Multiple Choice
What is the current status of your installation for this project?
  • Installation completed
  • Installation scheduled
  • Comparing quotes / considering
  • Decided not to proceed
Q7
Matrix
If your installation is completed, how satisfied are you with the following? If not completed, you may skip.
RowsVery dissatisfiedDissatisfiedNeutralSatisfiedVery satisfied
Quality of workmanship•••••
Kept to schedule•••••
Communication from installer•••••
Cleanliness after work•••••
System performance vs. expectations•••••
Q8
Numeric
About how many days elapsed from site survey to installation completion? Enter 0 if not completed.
Accepts a numeric value
Whole numbers only
Q9
Multiple Choice
What are the main barriers to moving forward (select all that apply)?
  • Upfront cost
  • Waiting for contractor availability
  • Unsure about benefits
  • Rebate/incentive complexity
  • Permitting or inspections
  • Financing approval
  • Other
Q10
Opinion Scale
How likely are you to proceed in the next 3 months?
Range: 1 – 10
Min: Very unlikelyMid: UnsureMax: Very likely
Q11
Multiple Choice
If not yet completed, what is your expected installation timeline?
  • Within 2 weeks
  • 2–4 weeks
  • 1–2 months
  • 3+ months
  • Not sure
Q12
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/unsure
Q13
Multiple Choice
If you were denied, what were the reasons?
  • Missing documentation
  • Budget exhausted
  • Ineligible equipment or scope
  • Application error
  • Submitted too late
  • Other
Q14
Multiple Choice
Which programs did you use or apply to?
  • Utility rebate
  • State rebate
  • Federal tax credit
  • Manufacturer rebate
  • Local/municipal program
  • Other
Q15
Opinion Scale
Overall, how easy or difficult was the rebate/tax credit process?
Range: 1 – 10
Min: Very difficultMid: Neither easy nor difficultMax: Very easy
Q16
Multiple Choice
If you haven’t applied (or are unsure), why is that?
  • Didn’t know about rebates
  • Plan to apply later
  • Installer will apply on my behalf
  • Process seems too complex
  • Unsure about eligibility
  • Not worth the amount
  • Other
Q17
Opinion Scale
Overall, how satisfied are you with your experience so far?
Range: 1 – 10
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q18
Rating
How likely are you to recommend this project or installer to a friend?
Scale: 10 (star)
Min: Not likelyMax: Extremely likely
Q19
Multiple Choice
Quality check: To confirm you’re paying attention, please select “Not sure” for this question.
  • Very sure
  • Somewhat sure
  • Not sure
  • Prefer not to say
Q20
Multiple Choice
What best describes your housing situation?
  • Own my home (primary residence)
  • Own a second/vacation home
  • Rent
  • Live with family/others without paying rent
  • Prefer not to say
Q21
Multiple Choice
What is your age?
  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
  • Prefer not to say
Q22
Multiple Choice
What is your gender?
  • Woman
  • Man
  • Non-binary
  • Prefer not to say
Q23
Short Text
What is your ZIP/postal code?
Max 100 chars
Q24
Multiple Choice
What is the highest level of education you have completed?
  • Less than high school
  • High school or GED
  • Some college/Associate degree
  • Bachelor’s degree
  • Graduate or professional degree
  • Prefer not to say
Q25
Multiple Choice
What is your current employment status?
  • Full-time
  • Part-time
  • Self-employed
  • Homemaker/caregiver
  • Student
  • Retired
  • Unemployed and seeking
  • Not seeking work
  • Prefer not to say
Q26
Long Text
Anything else you’d like us to know about your experience?
Max 600 chars
Q27
AI Interview
AI Interview: 2 Follow-up Questions on your project
AI InterviewLength: 2Personality: Expert InterviewerMode: Fast
Reference questions: 19
Q28
Chat Message
Thanks for sharing your experience—your feedback helps improve future home energy projects.

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