As long as the improvement falls under one of the categories listed in this link, meets the requirements for the residential clean energy credit, and is installed on your primary or secondary residence where you spend a substantial amount of time during the year, you should be able to take the applicable home energy credit.
As far as records, you should retain all supporting documents with your tax return. If the IRS requests support for your credit, they will send you a letter requesting additional support. Please see the following link for additional information.
What is the IRS Form 5695?
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