Home Energy Audit Checklist: What to Prepare
Before you start, gather basic tools and paperwork. Have recent utility bills, a flashlight, ladder, caulk, weatherstripping, and a simple thermometer or infrared thermometer ready.
Optional tools that help include a blower door test (professional) and a thermal camera. Knowing your current energy use makes comparing improvements easier.
Step 1: Review Utility Bills and Usage
Look at 12 months of electricity and gas bills to spot patterns. Compare seasonal peaks and check if your usage is increasing year over year.
Record highest-usage months and note any changes like new appliances, renovation work, or more household members.
Key checks for the bills
- Identify months with spikes and possible causes.
- Calculate average daily usage for heating and cooling months.
- Check for tariffs or time-of-use rates you can exploit.
Step 2: Inspect the Building Envelope
The building envelope includes roof, walls, windows, doors, and foundation. Heat loss through the envelope is a common source of wasted energy.
Walk around the exterior and interior for visible gaps, damaged seals, or missing insulation.
Doors and windows
- Check for drafts at frames, thresholds, and weatherstripping.
- Use a lit candle or smoke stick (careful) to spot moving air around seals.
- Consider window film, storm windows, or upgraded glazing if losses are large.
Walls, attic, and basement
- Inspect attic insulation level and coverage. Look for compression or missing areas.
- Check basement and crawlspace for exposed framing or insulation gaps.
- Seal gaps where pipes or wires enter the building with caulk or foam.
Step 3: Check Heating and Cooling Systems
HVAC systems are major energy users. Regular maintenance and correct settings can cut waste significantly.
Change filters, clean vents, and ensure outdoor units are unobstructed.
Furnace, boiler, and heat pump checks
- Verify thermostat settings and program schedules for occupied and unoccupied times.
- Inspect ductwork for visible leaks or lack of insulation in unconditioned spaces.
- Consider a professional tune-up if the system is older than 5 years or runs inefficiently.
Step 4: Assess Appliances and Lighting
Appliances and lighting often add up to a large share of electricity use. Small changes can yield quick savings.
What to examine
- Replace incandescent bulbs with LEDs and install dimmers or timers where appropriate.
- Check refrigerator temperature (optimal 37–40°F) and freezer (0°F) to avoid overcooling.
- Look for old or oversized appliances and consider ENERGY STAR replacements when they near end of life.
Step 5: Water Heating and Plumbing
Water heating is often overlooked but can be 15–25% of utility bills. Simple fixes reduce energy and hot water waste.
Practical checks
- Set water heater to 120°F unless higher is needed for sanitation.
- Insulate hot water pipes and the tank if it is older or uninsulated.
- Fix dripping faucets and test shower flow; low-flow fixtures cut usage without loss of comfort.
A well-sealed and insulated attic can reduce heating and cooling costs by up to 15% in many homes. Small sealing projects often pay back in under two years.
Step 6: Identify Air Leaks and Insulation Gaps
Air leaks are one of the easiest targets for DIY improvements. Focus on gaps around chimneys, recessed lights, attic hatches, and plumbing penetrations.
Use caulk for small gaps and expanding foam for larger openings. Weatherstripping works well for door thresholds and operable window sashes.
DIY tests for leaks
- On a windy day, hold a candle or smoke pen near potential leak points and watch for flicker or movement.
- Feel for cold or hot spots along walls, floors, and ceilings with your hand or a thermometer.
- Note drafts and prioritize sealing high-impact areas like attic entries and ducts.
Step 7: Prioritize Fixes and Estimate Savings
Create a short list of improvements you can make now and major upgrades to plan. Prioritize items by cost, ROI, and disruption.
Typical priority order
- Seal air leaks and add insulation (low cost, high ROI).
- Upgrade lighting and controls (low cost, immediate savings).
- Service HVAC and insulate ducts (medium cost, strong impact).
- Replace major appliances or windows (higher cost, long-term savings).
When to Hire a Professional
Hire a trained auditor for complex issues, blower door tests, or when you suspect major duct or envelope problems. Professionals can provide a prioritized retrofit plan and accurate savings estimates.
Ask for a written report, projected savings, and recommended payback timelines before committing to large upgrades.
Short Case Study: Small Family, Big Savings
A two-bedroom home conducted this DIY audit and prioritized attic insulation, duct sealing, and LED replacements. They spent about $1,200 on materials and a single contractor visit for duct sealing.
Within six months, their winter heating use dropped 18% and their annual electric consumption fell 9%. Savings covered the project cost in under three years after incentives.
Final Checklist Before You Finish
- Collect utility bill baseline data and photos of problem areas.
- Seal obvious air leaks and add insulation where missing.
- Service HVAC, set thermostats, and replace inefficient lighting.
- Plan larger upgrades with a professional if ROI and comfort justify the costs.
Performing a home energy audit with this checklist gives you a clear roadmap of low-cost fixes and longer-term upgrades. Start with the highest-impact, lowest-cost steps and track bills to measure success.