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Property address, contact information, and job identifier to link records to permits or rebate applications.
A consistent template reduces errors, speeds approval for utility rebates, and provides a single source of truth for workmanship and verification. It documents performance changes, supports warranty claims, and helps auditors confirm compliance with program rules and building codes.
The template is used by people who handle residential energy upgrades and their reviewers.
Each user type relies on specific sections: technical data for auditors, certification details for programs, and signatures for legal acceptance.
Property address, contact information, and job identifier to link records to permits or rebate applications.
Baseline blower-door results, indoor/outdoor conditions, and diagnostic notes recorded before sealing begins.
Chronological list of penetrations sealed, materials used, locations by room, and photos or sketches as exhibits.
Final blower-door results, measured improvement, and checklist items confirming completed tasks and safety checks.
Contractor license, certifications, program ID numbers, and references to applicable building code or program requirements.
Signature blocks for contractor, homeowner, and, where required, program representative plus date fields and initials for key items.
| Field | Configuration |
|---|---|
| Upload Document | Use PDF or DOCX as the master template |
| Add Fields | Place required text, signature, and date fields |
| Assign Roles | Set signer order: contractor, homeowner, auditor |
| Authentication | Choose email or SMS code signer verification |
Use an e-signature platform that supports PDFs, audit trails, and preserves timestamps for program review.
Date work finished; anchors warranty and rebate windows
Submit within program deadline (commonly 60–180 days)
Begins on signed completion date
Follow retention schedule in this guide
Respond promptly to administrator inquiries to avoid denial
A contractor documents pre-test, sealing actions, and post-test in one file
An independent auditor reviews the recorded blower-door delta and materials list