Field-to-send checklist

Catch the expensive omissions before the quote leaves your phone.

Use this installer checklist from site walk to customer-ready estimate.

Download printable PDF

1. Property and customer

  • Customer name, service address, phone/email
  • Power source and outlet/GFCI notes
  • Access limits, landscaping, pets, gates, and parking
  • Target install and takedown window recorded as notes—not promised scheduling

2. Manual measurements

  • Roofline footage labeled by elevation
  • Tree quantity, wrap height/circumference method, and strand count
  • Wreath, garland, stake-light, timer, cord, and accessory quantities
  • Height, pitch, access, and difficulty notes
  • Waste allowance documented

3. Cost and scope

  • Materials and consumables
  • Burdened install and takedown labor
  • Equipment, vehicle, overhead, and callback allowance
  • Good/Better/Best inclusions and exclusions
  • Markup or margin checked intentionally

4. Customer-ready review

  • Company identity and customer details correct
  • Manual scope and quantities match field notes
  • Tax treatment checked locally
  • Deposit and balance add to the total
  • Warranty/service language is accurate
  • PDF preview reviewed before sharing