Domestic energy assessors and retrofit assessors (England and Wales, with notes for Scotland and Northern Ireland) playbook · 7 jobs

AI for energy assessors: 7 jobs to hand to AI this week (admin, tick-sheets and logs only: nothing that touches an assessment, data entry, lodgement or declaration)

This page is for the business-admin side of a self-employed domestic energy assessor (DEA) or retrofit assessor. It is not for the assessment. AI here never writes or checks anything that goes into an assessment, reads a photo or floor plan, enters or checks RdSAP or SAP data, completes or words the assessor declaration, lodges a certificate or report, or touches your scheme login: in England and Wales the law requires an energy assessor to belong to an approved accreditation scheme, and scheme rules say you do the assessment, you attend where a visit is required, and you answer for everything lodged under your own account. Silence is not permission: none of the scheme documents read for this page (EASOB’s Scheme Operating Requirements and Minimum Evidence Requirements, Elmhurst Energy’s Code of Conduct and auditing guide, and the PEPA retrofit assessor requirements) mentions AI, and the schemes you may belong to have their own codes, so ask your own scheme before you use AI for anything near an assessment. From 1 October 2026 EASOB’s new minimum evidence requirements apply, and ecmk says a declaration at lodgement is due in assessment software from November 2026, so job 1 is a blank sheet that you tick yourself from EASOB’s current list. EPC reform is coming but no in-force date has been verified, so nothing here explains a rating or gives a reform date. Before you paste anything, apply your own data-handling decision: which AI tool and settings you use, and what your scheme’s code and your customers’ privacy expectations allow. Never put an occupier’s name, address, photographs, floor plans, site notes or measurements into an AI tool; use placeholders and add them by hand. Evidence for this niche is mixed: two LinkedIn threads with assessors commenting, a 2017 interview and scheme documents, with no weekly admin figure from any assessor, so every job is a drafting aid to check, not a shortcut.

Never used ChatGPT or another AI tool? Start with job 1 below. Each job tells you which tool to open, the exact words to paste, and what to check before you send. New to all this? Read how to use AI at work, for beginners.

Your downloads: every prompt (.txt) every prompt (.md) whole playbook for Notion (.md) printable playbook (save as PDF)

Job 1 of 7ChatGPTGemini

Make a blank evidence tick-sheet from EASOB’s current minimum evidence list for domestic energy assessments, to tick yourself before you lodge

From 1 October 2026 EASOB’s minimum evidence requirements for domestic energy assessors apply, and the scheme rules say an auditor must be able to replicate the certificate from your evidence, so it must be unique to the property and the visit date. A scheme can audit any certificate, and the Elmhurst guide says a second failed audit leads to a temporary suspension on lodging. A blank tick-sheet laid out from EASOB’s own list gives you one page to go through on each job. The AI lays out the table from the list you paste. It never looks at a photo, floor plan or site note, never says whether your evidence is enough, and never completes or comments on any declaration: you tick every box yourself.

Time: About 20 minutes once; a few minutes per job to tick itTool cost: you can start with a free AI tool

An AI chat tool you already use, then your own word processor or spreadsheet (the AI sees only the headings of the official list, never any job evidence)

Steps

  1. Download the current EASOB Minimum Evidence Requirements for your assessment type from the EASOB website. Check the footer states the version and the date it takes effect (the DEA list at the time of writing is v1.1, effective 1 October 2026) and note that other types (OCDEA, NDEA, DEC, ACEA) have their own lists.
  2. Copy the category headings and the “Required evidence” lines into your own note exactly as written, including the notes about photographs and documentary evidence. Do not retype them from memory.
  3. Paste that copied text into the prompt. The AI returns a one-page table with a row for each line you pasted, grouped under the same headings, and blank columns: “Obtained (tick)”, “Where saved (folder or file name)”, “Dated on the visit date (tick)”, “Not applicable: reason”.
  4. Print it or keep it as a template. On each job, tick it yourself from your own folder before you lodge, and keep the completed sheet with the evidence for the retention period your scheme sets.
  5. Re-copy the list whenever EASOB publishes a new version, and ask your own scheme about anything the list leaves open. This sheet does not replace your scheme’s own audit rules.

The exact prompt

Copy, paste, then fill in the [brackets]
I am a domestic energy assessor in England. Below is the text of the EASOB Minimum Evidence Requirements for DEAs, copied word for word from the current PDF (category headings and required-evidence lines, including the introductory notes on photographs and documentary evidence).

Task: lay out a one-page blank tick-sheet as a table. Keep the same category headings, in the same order. Make one row for each required-evidence line, using the wording exactly as I give it, with these blank columns: "Obtained (tick)", "Where saved (folder or file name)", "Dated on the visit date (tick)", "Not applicable: reason". At the top put "Job reference: [JOB REF]" and "Visit date: [DATE]". At the bottom put "Completed by (assessor): [NAME]" and "Date". Plain English. Do not add, remove, reword, shorten or interpret any line, do not add examples, do not say whether any evidence is enough, and do not comment on any declaration. Leave every box blank.

RULES FOR THIS CHAT: I will give you only my own text, headings, dates and figures that I have typed in. I have not included, and will not include, any occupier or customer name, address, email or phone number, any property address, photograph, floor plan, site note, measurement, evidence file, certificate or report, any EPC or retrofit assessment data, any scheme login, password or lodgement detail, or any other personal or confidential information. Use the blanks [OCCUPIER], [CLIENT], [PROPERTY] and [JOB REF] only. Do not ask for them and do not invent any. You have no part in any assessment: do not carry out, check, correct or comment on any survey, RdSAP or SAP data, calculation, condition or ventilation finding, evidence, floor plan or rating, do not say whether any evidence is enough, and do not complete, word or comment on any declaration or lodgement. Do not say what any scheme, regulator or standard requires. Do not do arithmetic or count dates: copy every figure and date exactly as I typed it, and leave totals for me. Where a fact, date or decision is needed, leave the field blank or write [ASSESSOR TO COMPLETE]. Everything you write is a blank layout or a draft that I will read, complete and approve myself.

TEXT OF THE CURRENT EASOB LIST (copied word for word): [PASTE]

✓ Check before you send

  • Every row on the sheet matches a line in the current EASOB PDF word for word and in the same order, and the version and effective date on the PDF match the version you used.
  • The sheet is blank: no tick, file name, photo description or example appears on it, and the AI added no line of its own.
  • The sheet is for a DEA assessment only; if you do another type (for example an OCDEA or a DEC) you have used that type’s own EASOB list.
  • You still read your scheme’s own audit and declaration rules; this sheet does not replace them and the AI said nothing about the declaration.
  • No photo, floor plan, site note or occupier detail went into the AI tool.

UK notes extra

Last reviewed Oct 2026. Free tools change. If a screen looks different, the steps still apply.Back to top ↑

Open this job on its own page →

Job 2 of 7ChatGPTGemini

Draft your quote and instruction confirmation for a domestic energy assessment or retrofit assessment, from your own price, scope and access notes

In two 2025 LinkedIn threads, commenters who describe themselves as assessors say they are being offered work at low fees, so a clear quote that states what the fee covers, what access is needed and what the customer should have ready can save repeat calls on the day. The Elmhurst code lists things to discuss with the occupier, such as access and what photographs will be taken and why. AI can set your own price, scope and access notes out in a short, polite confirmation. It never describes how the assessment is done, never promises a result or a rating, and never offers a remote or desktop assessment, because retrofit scheme rules say all Retrofit Assessments must be completed via a site visit, with listed exceptions.

Time: About 10 minutes per quote once your notes are savedTool cost: you can start with a free AI tool

An AI chat tool you already use, then your own email (no customer name, address or enquiry text goes into the AI tool; add them by hand)

Steps

  1. Write, once, your own standard lines: what the fee covers (written by you), what you need on the day (for example access to the loft and any gas or electrical meters, typed as a short list you choose), what the customer should have ready if they have it (a list you choose), your cancellation and payment terms, and how the customer receives the certificate or report.
  2. For each enquiry, note in your own words, without names or addresses, the type of job (domestic EPC or retrofit assessment), your fee, and any special access issue. Do not paste the customer’s enquiry into the AI tool.
  3. Paste your standard lines, the job type and the fee into the prompt. The AI returns a confirmation email of no more than 200 words with the fee, what it covers, what you need on the day and the payment terms, with blanks for the name, address and date.
  4. Add the customer’s name, the property address and the visit date by hand. Check that the email makes no promise about the result and offers no remote assessment unless your scheme’s rules allow it.
  5. Send it from your own email and diary the visit and a payment reminder date. If the customer asks about anything to do with how the assessment will be carried out, answer in your own words.

The exact prompt

Copy, paste, then fill in the [brackets]
I am a domestic energy assessor in England. Below are my own standard lines, the job type and my fee.

Task: draft a confirmation email of no more than 200 words in plain English, polite and direct, to [OCCUPIER]. It must: (1) confirm the job type and the visit date [DATE]; (2) state the fee exactly as I give it and what it covers, using my wording; (3) list what I need on the day, using my list; (4) list what they should have ready if they have it, using my list; (5) give my payment and cancellation terms exactly as I wrote them; (6) say how they will receive the certificate or report, using my line; (7) end with [SIGN-OFF]. Do not describe how the assessment is done, do not promise any result, rating or timescale for lodging, do not offer a remote or desktop assessment, do not mention photographs except in the lines I give you, and do not mention any scheme or standard.

RULES FOR THIS CHAT: I will give you only my own text, headings, dates and figures that I have typed in. I have not included, and will not include, any occupier or customer name, address, email or phone number, any property address, photograph, floor plan, site note, measurement, evidence file, certificate or report, any EPC or retrofit assessment data, any scheme login, password or lodgement detail, or any other personal or confidential information. Use the blanks [OCCUPIER], [CLIENT], [PROPERTY] and [JOB REF] only. Do not ask for them and do not invent any. You have no part in any assessment: do not carry out, check, correct or comment on any survey, RdSAP or SAP data, calculation, condition or ventilation finding, evidence, floor plan or rating, do not say whether any evidence is enough, and do not complete, word or comment on any declaration or lodgement. Do not say what any scheme, regulator or standard requires. Do not do arithmetic or count dates: copy every figure and date exactly as I typed it, and leave totals for me. Where a fact, date or decision is needed, leave the field blank or write [ASSESSOR TO COMPLETE]. Everything you write is a blank layout or a draft that I will read, complete and approve myself.

JOB TYPE: [DOMESTIC EPC / RETROFIT ASSESSMENT]
FEE: [AMOUNT]
MY STANDARD LINES: [PASTE]

✓ Check before you send

  • The fee, payment terms, cancellation terms and lists in the email are exactly what you typed, and nothing was added about how the assessment is done.
  • The email makes no promise about the rating, the result or when anything will be lodged, and offers no remote or desktop assessment unless your scheme’s rules for that job type allow it.
  • The access list covers what you actually need on the day, and says if the customer must arrange for a responsible adult to be present where your scheme’s code requires it.
  • The email does not include any marketing or offer; a quote reply is not marketing, but an added promotion could be.
  • No customer name, address, enquiry wording or photograph went into the AI tool.

UK notes extra

Last reviewed Oct 2026. Free tools change. If a screen looks different, the steps still apply.Back to top ↑

Open this job on its own page →

Job 3 of 7ChatGPTGemini

Draft your reply to an offer of a low assessment fee, and your payment chase for an unpaid invoice, from your own minimum fee and terms

In two 2025 LinkedIn threads, commenters who describe themselves as assessors say they are being offered work at low fees and blame installers and middlemen. A short, steady reply that states your own minimum fee and what it covers lets you decline or counter without a long email chain, and a polite chase with the date and amount typed in keeps payment on track. AI drafts both from the figures and dates you type. It never does arithmetic or counts days, and never writes anything about an assessment, evidence or what you saw on site; the fee, the cut-off and the decision to work for an installer or middleman are yours.

Time: About 10 minutes per message once your lines are savedTool cost: you can start with a free AI tool

An AI chat tool you already use, then your own email (no customer, installer or property detail goes into the AI tool; add names and invoice details by hand)

Steps

  1. Write your own minimum fee for each job type and what it includes, in one or two lines, and your payment terms (days to pay, how, late payment interest if you charge it). Decide these before you reply to anyone.
  2. For a fee offer, note in your own words, without names, the fee offered and your decision: decline, counter with your own figure, or accept a different scope. Write the counter figure yourself.
  3. Paste your fee lines, the offer and your decision into the prompt to get a reply of no more than 120 words. For a payment chase, paste the invoice number, amount and due date as you typed them, and the stage (friendly reminder, firm reminder or final notice) with your own stage wording.
  4. Read each draft, add names and details by hand, and delete anything that describes the work or makes a threat you will not carry out. For late commercial payments, check GOV.UK for interest and recovery costs before you quote any figure.
  5. Send from your own email, diary the next step, and keep a copy with the job record. Set your fee on your own and do not agree fees with other assessors.

The exact prompt

Copy, paste, then fill in the [brackets]
I am a domestic energy assessor in England. Below are my own fee lines, a fee that has been offered to me or an invoice that is overdue, and what I have decided to do.

Task: for a FEE OFFER, draft a reply of no more than 120 words in plain English, polite and firm, that thanks them for the offer, states my minimum fee and what it covers exactly as I give it, and says [DECISION: decline / my counter figure / accept different scope] exactly as I give it. For a PAYMENT CHASE, draft a short email of no more than 100 words for the stage I name, that states the invoice number, amount and due date exactly as typed, repeats my payment terms exactly as I give them, and asks them to pay by [DATE]. Do not do any arithmetic or count days, do not quote any interest or late-payment figure unless I type it, do not threaten any action I have not named, and do not mention any assessment, evidence, photographs, ratings, scheme or standard. End with [SIGN-OFF].

RULES FOR THIS CHAT: I will give you only my own text, headings, dates and figures that I have typed in. I have not included, and will not include, any occupier or customer name, address, email or phone number, any property address, photograph, floor plan, site note, measurement, evidence file, certificate or report, any EPC or retrofit assessment data, any scheme login, password or lodgement detail, or any other personal or confidential information. Use the blanks [OCCUPIER], [CLIENT], [PROPERTY] and [JOB REF] only. Do not ask for them and do not invent any. You have no part in any assessment: do not carry out, check, correct or comment on any survey, RdSAP or SAP data, calculation, condition or ventilation finding, evidence, floor plan or rating, do not say whether any evidence is enough, and do not complete, word or comment on any declaration or lodgement. Do not say what any scheme, regulator or standard requires. Do not do arithmetic or count dates: copy every figure and date exactly as I typed it, and leave totals for me. Where a fact, date or decision is needed, leave the field blank or write [ASSESSOR TO COMPLETE]. Everything you write is a blank layout or a draft that I will read, complete and approve myself.

MY FEE LINES AND TERMS: [PASTE]
OFFER OR OVERDUE INVOICE (typed by me, no names): [PASTE]
STAGE AND MY WORDING FOR IT: [PASTE]

✓ Check before you send

  • Every figure, date and term in the draft is exactly what you typed: the AI added no interest figure, no deadline and no arithmetic of its own.
  • The message does not describe the work, the evidence or what you saw on site, and does not mention any scheme rule.
  • You checked GOV.UK before quoting any interest or recovery cost on a late commercial payment, and the stage of the chase matches your own diary.
  • The message is about your own price and invoice only: it does not suggest or agree fees with anyone else.
  • No customer, installer, property or invoice detail went into the AI tool beyond the figures you typed.

UK notes extra

Last reviewed Oct 2026. Free tools change. If a screen looks different, the steps still apply.Back to top ↑

Open this job on its own page →

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Questions domestic energy assessors and retrofit assessors (England and Wales, with notes for Scotland and Northern Ireland) ask

Can AI help with an assessment, the data entry or the declaration?

No. AI here never writes or checks anything that goes into an assessment, reads a photo or floor plan, enters or checks RdSAP or SAP data, words the assessor declaration, lodges a certificate or touches your scheme login. You do the assessment and answer for everything lodged under your own account. The jobs are admin sheets, tick-sheets and logs.

Is it safe to put occupier details into AI?

No. Never put an occupier's name, address, photographs, floor plans, site notes or measurements into an AI tool. Use placeholders and add them by hand, and apply your own data-handling decision about which tool and settings your scheme's code and your customers' privacy expectations allow.

Does this apply across the UK?

The jobs are written for England and Wales, where the law requires an energy assessor to belong to an approved accreditation scheme, with notes for Scotland and Northern Ireland where they differ. None of the scheme documents read for this page mentions AI, and the schemes have their own codes, so ask your own scheme before you use AI for anything near an assessment.

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Privacy tip: don't paste customers' full names, addresses or other personal details into AI tools unless you need to and you've checked the tool's privacy settings.