How to use or fill out energy data collection form with our platform
- Click ‘Get Form’ to open the energy data collection form in the editor.
- Begin by filling in the application details such as Application #, App. Date, and ClientID. This information is crucial for tracking and referencing your audit.
- In the 'Ownership' section, select whether the client is an Owner, Renter, or Other. This helps categorize the type of assessment needed.
- Proceed to fill out contact information including ClientName, Day Phone, and ClientAddress. Ensure accuracy for effective communication.
- Complete the sections on Wall Type and Exterior Type by selecting from provided options like Balloon Frame or Cinder Block. This data is essential for assessing insulation needs.
- For each window and door listed, specify their types and conditions. Use the dropdowns to select options like Slider or Fixed for windows.
- Finally, review all entries for completeness before saving your work. Utilize our platform's features to easily edit any section if necessary.
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