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 PDF1. 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