FORM HA-03 · GETTING STARTED

How to get an assessment, step by step.

From "something feels off" to a written report you actually understand — here is the whole process: picking the right assessment, hiring someone independent, and knowing what to do with the results.

SECTION 01

Choose the Right Type

Your symptoms usually decide for you. Match what you're noticing to the assessment built for it.

High bills or drafty rooms

Start with a home energy audit — it finds where the money is leaking out.

Stains, leaks, or storm damage

Book a roof and exterior inspection before the next rain finds the same gap.

Aging furnace, AC, or water heater

A systems checkup tells you what's near end of life and what can wait.

Odors, moisture, or old detectors

A health and safety assessment covers air quality, radon, and everyday hazards.

No symptoms at all? An energy audit is the most common starting point — it's usually the least expensive and its report doubles as a general condition snapshot. The full breakdown of all four types is on our Services page.

SECTION 02

Find an Independent Assessor

Independent means one thing: the person assessing your home does not profit from the repairs they recommend. A free "inspection" from a company that sells roofs will find you a roof problem. Pay for the assessment itself and you buy an honest answer.

For energy audits, look for auditors holding recognized certifications such as RESNET or BPI — many utility companies also offer or subsidize audits for their customers. For roof, systems, and safety work, licensed home inspectors (members of associations like ASHI or InterNACHI) commonly offer these as standalone or bundled services. Wherever you look, get two or three quotes and compare scope, not just price.

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"Can I see a sample report?"

A thorough sample with photos and severity ratings predicts a thorough report for you.

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"What certifications do you hold?"

Certifications and state licenses should be current, verifiable, and offered without hesitation.

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"Do you sell repairs or referrals?"

If yes, the findings have a conflict of interest. Prefer assessment-only professionals.

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"How long will you be on site?"

A real assessment takes hours, not minutes. A 20-minute walkthrough is a sales call.

SECTION 03

What to Expect on the Day

There's almost nothing to prepare — but knowing the rhythm of the visit helps you get more out of it.

[01]

Plan for a few hours. Most single-home assessments run roughly two to three hours, longer for large or older homes.

[02]

Clear access ahead of time. The assessor will need to reach the attic hatch, electrical panel, water heater, and crawl space.

[03]

Walk along and ask questions. Good assessors narrate as they go — the commentary is often as valuable as the report.

[04]

Expect instruments, not guesses. Blower doors, thermal cameras, moisture meters, and outlet testers, depending on the type.

[05]

Bring your own list. That draft you feel every winter, the outlet that trips — mention them so they get checked, not skipped.

[06]

The report follows. Written findings typically arrive within a few days; a verbal-only summary is a red flag.

SECTION 04

Reading the Report

A good report is a plan, not a scare. Work through it in this order.

Sort by severity first

Handle safety items now, "monitor" items on a calendar, and cosmetic items whenever.

Budget from remaining life

Use the remaining-life estimates to plan replacements years ahead, on your terms.

Quote repairs independently

Take findings to two or three contractors the assessor didn't recommend.

Keep the report on file

It's your baseline for the next assessment — and useful documentation when you sell.

Stuck on a Step?

Ask us anything about choosing an assessment type or vetting an assessor — we'll point you in the right direction.