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Commercial Inspection Quote Intake Form
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Client Information
Client / Company Name
*
Primary Contact Name
*
First
Last
Phone Number
*
Email Address
*
Billing Address
*
Address Line 1
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Preferred Method of Contact
*
Phone
Email
Property Information
Property Name (if applicable)
Property Address
*
Address Line 1
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Year Built (approximate)
*
Number of Buildings on Site
*
Total Square Footage (approx.)
*
Number of Stories
*
Occupancy Status
*
Owner-Occupied
Tenant-Occupied
Vacant
Current Use
*
Building Type (check all that apply)
*
Office
Retail / Strip Mall
Warehouse / Industrial
Mixed-Use
Restaurant / Food Service
Medical / Dental
Multifamily (5+ units)
Hospitality (Hotel / Motel)
Other
Explanation of Other
*
Inspection Purpose & Timeline
Inspection Purpose
*
Pre-Purchase (Due Diligence)
Pre-Lease
Seller / Pre-Listing
Property Condition Assessment (PCA)
Maintenance Planning / Capital Reserves
Other
Explanation of Other
*
Desired Inspection Date
*
Standard report delivery is up to five (5) business days from the inspection date. Is this timeline acceptable?
*
Yes
No
If not, what turnaround is needed.
*
Scope of Inspection Requested
Scope (Check all that apply)
*
Full Commercial Property Assessment (comprehensive visual evaluation)
Limited / Targeted Scope Inspection (specific systems or components only)
If limited scope, please specify systems of concern:
*
Electrical
HVAC
Plumbing
Roofing
Structural
Building Envelope
Other (explain below)
Explanation of Other
*
Structures, Units & Sampling
How many structures are present on the property?
*
Do you want all structures inspected?
*
Yes
No
If no, please specify which structures:
*
If the property is multifamily, assisted living, retirement, or hospitality:
Inspect every unit/room
Sampling only (reduced cost)
If sampling, how many units/rooms should be inspected?
*
Access, Discretion & Attendance
Who will be providing access to the building(s) on the day of inspection?
*
On-site contact name & phone (day of inspection):
*
Will escorts be required?
*
Yes
No
Does the transaction need to be kept discreet from employees or tenants?
*
Yes
No
Who is planning to attend the inspection?
*
Client
Broker
Property Manager
Other
Explanation of Other
*
Will all areas/units be accessible at the time of inspection?
*
Yes
No
Special access restrictions or safety requirements:
Documentation & Known History
Are there known areas of concern or systems you would like us to focus on?
*
Have you received or do you have access to documentation related to major repairs, upgrades, or maintenance?
*
Yes
No
Examples: HVAC replacements, roof work, electrical upgrades, plumbing repairs
Are any of these available to be provided to us prior to the inspection date or onsite the day of the inspection?
*
As-Built Drawings
Previous Inspection Reports
Roof Warranties
Maintenance Records
Capital Improvement Records
None Available
Report & Delivery Preferences
Turnaround Time Requested:
*
Additional Recipients (emails):
Additional Notes or Concerns
Known issues, red flags, or areas of special interest:
Inspector Use Only (Internal)
Estimated Inspection Hours:
Number of Inspectors Required:
Travel Considerations:
Local
Extended
Base Fee:
Add-On Fees:
Estimated Total Quote:
Proposal Sent Date:
Status:
Pending
Approved
Scheduled
This form is intended for scoping and quoting purposes only and does not constitute a contract.
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