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.
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
Template Overview
37
Questions
AI-Powered
Smart Analysis
Ready-to-Use
Launch in Minutes
This professionally designed survey template helps you gather valuable insights with intelligent question flow and automated analysis.
Sample Survey Items
Q1
Chat Message
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: 6–8 minutes.
Q2
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
Q3
Multiple Choice
In the past 12 months, did you have an on-site energy assessment or survey for this project?
Yes
No
Not sure
Q4
Chat 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.
Q5
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
Q6
Opinion Scale
How would you rate the professionalism of the assessor during your site visit?
Range: 1 – 7
Min: Very poorMid: NeutralMax: Excellent
Q7
Opinion Scale
How would you rate the thoroughness of the energy assessment?
Range: 1 – 7
Min: Very poorMid: NeutralMax: Excellent
Q8
Opinion Scale
How would you rate the clarity of the recommendations you received?
Range: 1 – 7
Min: Very poorMid: NeutralMax: Excellent
Q9
Opinion Scale
How would you rate the convenience of scheduling the site visit?
Range: 1 – 7
Min: Very poorMid: NeutralMax: Excellent
Q10
Long Text
What, if anything, could have improved your on-site assessment experience?
Max chars
Q11
Multiple Choice
What is the current status of your installation?
Installation completed
Installation scheduled
Comparing quotes or still considering
Decided not to proceed
Q12
Chat Message
The next questions ask about your completed installation. If your installation is not yet complete, please skip ahead.
Q13
Opinion Scale
How satisfied are you with the quality of workmanship of your installation?
Range: 1 – 7
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q14
Opinion Scale
How satisfied are you with the timeliness of your installation?
Range: 1 – 7
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q15
Opinion Scale
How satisfied are you with the communication from your installer throughout the process?
Range: 1 – 7
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q16
Opinion Scale
How satisfied are you with the site cleanup after installation?
Range: 1 – 7
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q17
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
Q18
Chat Message
The next questions are for those whose installation is not yet complete.
Q19
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
Q20
Opinion Scale
How likely are you to proceed with this project in the next 3 months?
Range: 1 – 7
Min: Very unlikelyMid: NeutralMax: Very likely
Q21
Multiple Choice
When do you expect your installation to be completed?
Within 2 weeks
2–4 weeks
1–2 months
3+ months
Not sure
Q22
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
Q23
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
Q24
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
Q25
Opinion Scale
Overall, how easy or difficult was the rebate or tax credit application process?
Range: 1 – 7
Min: Very difficultMid: NeutralMax: Very easy
Q26
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
Q27
Opinion Scale
Overall, how satisfied are you with your home energy upgrade experience so far?
Range: 1 – 7
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q28
Opinion Scale
On a scale of 0 to 10, how likely are you to recommend your installer to a friend or colleague?
Range: 0 – 10
Min: Not at all likelyMid: NeutralMax: Extremely likely
Q29
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.
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Reference questions: 6
Q30
Long Text
Based on your responses in this survey, is there anything else you would like to share about your home energy upgrade experience?
Max chars
Q31
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
Q32
Dropdown
What is your age?
18–24
25–34
35–44
45–54
55–64
65+
Prefer not to say
Q33
Multiple Choice
What is your gender?
Woman
Man
Non-binary
Prefer to self-describe
Prefer not to say
Q34
Long Text
What is your ZIP or postal code?
Max chars
Q35
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
Q36
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
Q37
Chat 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.
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