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Free Window Energy-Savings Worksheet

This free worksheet helps you organize the facts before you replace windows. It is a simple way to compare your current windows, your comfort problems, and the window options an installer shows you.

What this worksheet is for

Replacing windows can help with drafts, comfort, noise, and heat loss, but many homeowners get pushed into big savings claims that are hard to verify. This worksheet gives you a calm way to look at the project before you sign anything.

Use it to:
- list the rooms and windows that bother you most
- note problems like drafts, condensation, sticky sashes, or outside noise
- compare glass and frame options side by side
- write down ratings like U-factor and SHGC so you can compare apples to apples
- keep installer notes in one place

It is not a quote, bid, or guarantee. It will not tell you an exact dollar amount you will save. Real energy savings are estimates only and depend on the number and size of windows, the window style and glass package, your home's age and condition, your climate and local energy rates, and your area.

If you want a quick refresher on the labels and ratings you may see, read window energy ratings explained.

How to use it step by step

  1. Walk your home first. Start in the rooms that feel too hot in summer or too cold in winter. Note which windows have visible wear, failed seals, or trouble opening and locking.
  2. Record what you have now. If you know it, write the rough window size, style, frame material, and whether it is single pane, double pane, or older insulated glass.
  3. Write the comfort issue clearly. For example: bedroom draft on north wall, afternoon heat in living room, moisture on glass, or traffic noise.
  4. Add the upgrade options you are offered. Common items include Low-E coating, double vs triple pane, argon gas, and vinyl, fiberglass, or wood frames.
  5. Capture the ratings. Ask each installer for the U-factor, SHGC, and glass package in writing. If they mention ENERGY STAR, ask which product line and climate zone it fits.
  6. Compare installed cost as a range. For many homes, standard installed replacement windows often run about $400-$1,200 per window. Bay or bow windows often run $1,500-$4,500, and impact windows often run $700-$1,600. Whole-house projects often land around $8,000-$25,000+. Those are typical ranges, not quotes.
  7. Keep notes on scope. Include whether the job is insert replacement or full-frame replacement, what exterior and interior trim work is included, and who handles cleanup.

If you are still comparing frame choices or glass packages, these guides can help: frame material guide and glass package guide.

What the worksheet helps you avoid

A worksheet sounds simple, but it can save you from common mistakes.

  • Comparing different products as if they are the same. One quote may include better glass, a different spacer, or full-frame work while another does not.
  • Focusing only on price per window. The real value depends on the full scope, not just the headline number.
  • Believing guaranteed savings claims. Energy-efficient windows can reduce drafts and heat loss, but savings are usually modest and vary widely by home and climate.
  • Missing the ratings that matter. U-factor and SHGC help you understand insulation and solar heat gain. They are more useful than vague claims like premium glass.
  • Paying a deposit before the details are clear. Get the frame, glass package, ratings, and scope in writing first.

This is also a good time to think about style. A home with drafty sliders may benefit from a different operating style in some rooms, such as casement windows if you want a tighter seal when closed.

Your next step after you fill it out

Once you finish the worksheet, use it as your question list when you talk to installers.

Bring or send the same information to each company so the comparison stays fair. Then:
- hire licensed and insured installers only
- verify the license and insurance yourself
- ask for the full price and scope in writing before any deposit, including the glass package, frame, and U-factor/SHGC
- confirm who handles permits if your local code requires them
- hold final payment until the work is complete and you are satisfied

SashPoint is a free matching service. We do not install windows. We help you get matched with licensed, insured installers so you can compare quotes and choose who to hire. If you are ready, you can get matched at no cost to you.

Free download

Download the free PDF

In plain English

Download the worksheet, walk your house, write down your problem windows, and use the same notes with each licensed, insured installer so you can compare the real scope, not just the sales pitch.

Common questions

Will this worksheet tell me exactly how much money new windows will save?
No. It is a planning tool, not a guarantee. Window energy savings are estimates only and depend on the number and size of windows, the window style and glass package, your home's age and condition, your climate and local energy rates, and your area. It helps you compare products and ask better questions.
Do I need utility bills to use the worksheet?
Not necessarily. Utility bills can help you spot seasonal heating and cooling patterns, but you can still use the worksheet by noting comfort problems room by room, the condition of your current windows, and the options each installer recommends.
What should I ask an installer to write down on the quote?
Ask for the total installed price, the window style, frame material, glass package, Low-E details, whether it is double or triple pane, any argon gas fill, and the product ratings such as U-factor and SHGC. Also ask whether the work is insert or full-frame replacement, what trim work is included, and whether permits are needed. Hire licensed and insured installers and verify that yourself before you pay a deposit.
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Get matched, free, with licensed, insured window installers near you. You compare quotes and choose who to hire — and you confirm the price and glass package in writing before any deposit.