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Mass Save Assessment Summary
Customer Name (DEFAULT -- DON'T TOUCH -- IF BLANK OR INCOMPLETE PLEASE LET MIKE KNOW)
*
Visit type (actual)
*
Screening
Comprehensive
Diagnostic
Update Customer Status
*
No Opportunity
MS Screen complete: Need Diag
MS Screen complete: AS only
MS Diag/Comp Completed
Health and Safety Outcome
*
No H&S
H&S: Needs remediation before Step 2
H&S: Needs remediation during Step 2
H&S: Does not need remediation
Contract outcome
*
Advisor: No contract (screening only)
Advisor: No contract (no work)
Advisor: Contract left at audit (not signed)
Advisor: Contract not left at audit
Advisor: Contract signed at audit
Health and Safety and/or Barriers to address
Knob and Tube
High CO
Attic moisture
Basement moisture
Asbestos in basement walls/ceiling
Visible/friable asbestos
Attic vented inadequately
Dryer vented inadequately
Bath fan vented inadequately
Failed Spillage
Failed Draft
Vermiculite: Attic
Vermiculite: Walls
Significant Structural Concerns
If you found other issues not mentioned here, describe below in 255 characters or fewer.
Other H&S issues...
255 characters of fewer.
Requires a parking permit
Check if permit necessary
Renew Boston advisors only
Is there any work to be contracted later?
*
Yes, major add'l work (over $1,000)
Yes, minor add'l work (under $1,000)
No
Did you send your screenshots to NSL_utility_forms@nextsteplivinginc.com?
Check if "YES"
W. MA Only: Does the customer have interest in Sandri's pellet boiler program?
Did not ask
Not Interested
Interested--email Sandri
For Western MA advisors only.
Everything below is OPTIONAL
Auditor notes
What extended offerings are relevant for the customer?
Green remodeling (CRR)
Did not ask
Not interested
Interested: Does not want us to contact them
Interested: Wants us to contact then
Solar PV
Did not ask
Not interested
Interested: Customer to contact groSolar
Interested & South-facing unshaded roof: NSL has emailed groSolar
Solar hot water
Did not ask
Not interested
Interested: Customer to contact groSolar
Interested & South-facing unshaded roof: NSL has emailed groSolar
HVAC
Did not ask
Not interested
Interested: Does not want referral
Interested: NSL has provided referral
Home maintenance
Did not ask
Not interested
Interested in learning more
Close or ready to act
Account ID
*
Opportunity ID
*
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