Estimate-ready discovery record

Residential remodeling site-walk checklist

Record what is visible and what remains unknown. Do not diagnose concealed conditions, promise code compliance, or select a construction assembly without the required qualified review, product instructions, and jurisdiction-specific verification.

Visit identity

Homeowner / contactDate / attendeesProperty addressRecorder / estimate ownerRequested outcome and priorityBudget contextTarget timing / immovable dates

Household, access, and logistics

Protection and daily cleanup expectationsStaging, dumpster, toilet, delivery, and tool access

Room-by-room discovery

Room / area 1: scope, dimensions, finishes, fixtures, evidenceRoom / area 2: scope, dimensions, finishes, fixtures, evidenceRoom / area 3: scope, dimensions, finishes, fixtures, evidenceRoom / area 4: scope, dimensions, finishes, fixtures, evidence

For every affected area, confirm what must be measured or photographed

Systems and existing conditions

Observed fact and evidence — avoid unsupported diagnosisRequired licensed trade, designer, engineer, inspector, or test

Selections, permits, and estimate assumptions

Owner-supplied or retained itemsKnown product / finish decisionsAllowance candidates and decision deadlinesLong-lead or compatibility questionsJurisdiction / permit / inspection questionsDrawings, survey, engineering, or HOA evidence needed

Handoff before pricing

Unknown / risk / assumptionOwner and due dateUnknown / risk / assumptionOwner and due dateScope exclusions or options to keep separate