Home Energy Appraisal

Your home has a history. Make it an asset.

Save time, make improvements in the right order and create a clear record of the work, cost and care invested in your home.

Independent, non-mandatory guidance. No obligation to undertake any recommended work.

Your organised property file

Home Improvement Record

Priorities arrangedNow · Next · Later
Evidence organisedCosts · Guarantees · Certificates
Future value supportedMaintenance · EPC history · Improvements
Independent guidance
Clear improvement sequence
Sale-ready property record

The value of a clear plan

The difficult part is knowing what to do first.

Replace scattered research, forgotten warranties and repeated conversations with one structured process.

01

Save your time

Bring property information, quotations, guarantees and priorities into one reliable system.

02

Avoid duplicated cost

Identify dependencies before work begins, reducing the risk of undoing finishes or paying twice for access.

03

Show informed care

Give future buyers and advisers an orderly account of expenditure, maintenance and improvements.

How it works

A structured route from uncertainty to confident action.

The appraisal turns property details, energy use and household priorities into a practical improvement pathway.

01

Understand your home

Gather completed work, recurring maintenance, energy use and proposed improvements.

02

Put work in order

Organise actions around urgency, disruption, dependencies and likely benefit.

03

Create the plan

Receive a clear now, next and later pathway for quotations and decisions.

04

Build the record

Store costs, invoices, guarantees, certificates, photographs and dates.

What you receive

Your own Home Improvement Record.

A living file that helps you manage the home now and demonstrate informed decisions when you eventually sell.

Improvement priorities
Quotes and actual costs
Guarantees and expiry dates
Approvals and certificates
Before-and-after photographs
Contractor and product details
Energy use and EPC history
Maintenance reminders

Avoid backtracking

A sensible improvement sequence.

The exact order depends on the property and specialist advice, but the governing logic is consistent.

Protect

Roof, rainwater and weatherproofing

Resolve water entry, underlay, guttering and external defects before insulation, decoration or solar.

Preserve

Ventilation and building fabric

Plan insulation, draught reduction and ventilation together to manage comfort and condensation.

Control

Heating, hot water and electrics

Review zoning, radiator controls, heat sources and electrical capacity before major equipment.

Generate

Solar, storage and low-carbon systems

Match technology to measured demand, a sound roof and upgrades already completed.

Finish

Appearance and convenience

Complete decoration after disruptive fabric and services work to avoid duplicated labour.

Clear boundaries

Clarity about what you are investing in—and what you are not.

The appraisal is

  • A structured desktop review and decision-making aid
  • A practical improvement sequence
  • A framework for comparing quotations
  • A Home Improvement Record template
  • A prompt to obtain the right specialist evidence

The appraisal is not

  • A building or structural survey
  • An EPC inspection or certificate
  • An electrical, gas, asbestos or damp report
  • A valuation, warranty or guarantee of savings
  • A substitute for regulated or qualified professional advice
The assessment is an independent, non-mandatory demonstration that the homeowner has considered available information, arranged priorities and made informed maintenance and improvement decisions. It does not certify the condition, value, safety or energy performance of the property.

Free practical checklist

The Home Improvement and EPC Starter Checklist

Put planned repairs, upgrades and energy-efficiency decisions in a sensible order—and keep a clearer record of the evidence behind them.

Cover of the OSG Home Improvement and EPC Starter Checklist