On-Site Walkthrough Checklist for a Same-Visit Quote
====================================================
Everything to capture at the job site so you can price, build, and send a credible quote before you leave the driveway.

[ ] Confirm the customer's name, phone number, and the email address the quote should be sent to
[ ] Identify who actually makes the decision and whether they are present for the walkthrough
[ ] Ask what prompted the call and what a successful outcome looks like in the customer's own words
[ ] Ask whether other quotes are being collected and when the customer plans to decide
[ ] Take a wide establishing photo of the work area that shows the surrounding context
[ ] Take close-up photos of the specific problem, damage, or component being replaced
[ ] Photograph any data plate, label, or rating sticker on existing equipment so specs are captured without transcription errors
[ ] Photograph access routes: driveway, gate width, stairs, crawlspace hatch, attic access, or roof pitch
[ ] Record every measurement the price book needs: lengths, square footage, heights, counts, and clearances
[ ] Note existing conditions that affect labor: corrosion, water damage, old wiring, rot, uneven ground, or previous repairs
[ ] Locate shutoffs, panels, meters, and utilities and note anything that will need to be turned off or relocated
[ ] Check whether a permit, inspection, or HOA approval will be required and who will handle it
[ ] Confirm haul-away and disposal expectations for old materials and equipment
[ ] Ask about timing constraints: move-in dates, tenants, pets, work-from-home schedules, or seasonal deadlines
[ ] Note anything the customer mentioned wanting that is outside the core scope so it can be listed as an option
[ ] Check that every task you observed maps to an item in your price book, and flag any that do not
[ ] Decide what is excluded from the quote and write the exclusions down now, not later
[ ] Set your target margin for this job before you start pricing, using a tool such as /tools/trade-job-quote-margin/ if you want a clean break-even figure
[ ] Build the quote on site with photos attached to the line items they explain
[ ] Read the itemized total back to the customer and answer questions while you are still face to face
[ ] Send the quote before you leave, and confirm the customer received it on their phone or inbox
[ ] Agree on a specific follow-up day and time and write it in your calendar before pulling out of the driveway