{Construction company name} WORKSHEET

Customer Interview & Plan Review

Customer Name: Date:
Phone Number: Cell #:
Square Footage Breakdown:  1-story  Multi-Story
Living / Heated: Sq. Ft.
Porches: Sq. Ft.
Carport/Garage: Sq. Ft.  Carport or  Garage
TOTAL: Sq. Ft.
+Bonus Room(s):  Include Bonus Room in Bid
 Bid Separately
Notes to Customer:
 Standard quality materials will be supplied unless noted otherwise.
 Any changes made will effect prices quoted for materials and labor.
 Appliances are not included.
 Provide any drawings or pictures as soon as possible!
Lot Clearing:  To be done by homeowner. $
Dirt Work:  To be done by homeowner.  To be done with concrete work. $
Septic System:  To be done by homeowner.  To be done by builder. $
Foundation:  Concrete  Other: $
Porches:  Standard  Raised Front Port $
Pump Truck Needed?  Yes  No  Unknown $
Termite Treatment:  Yes  No $
Insulation Notes: $
Roofing:  Comp.  20-yr.  Architect 30-yr.  Metal $
Brick / Other:  Brick  Other: $
Mortar Color:  Standard  Other: $
Siding:  Vinyl  Wood $
 Posts $
 Railings $
Columns:  Yes  No $
Gutters:  Yes  No $
Garage Doors:  Yes w/door openers  No $
Windows:  Alum.  Wood  Vinyl  Transoms  Specialty: (see worksheet)

Interior Walls:  Finished Sheetrock  Wallpaper  Other: $

Sheetrock Texture:  Standard  Other: $
Paint (prime w/2 coats): $
Ceiling Heights: $
Special Ceilings:  Cathedral  Trayed  Sloped  Other: $

Construction Worksheet – Page 1

Customer Name: Date:
 Interior Columns:  Archways: $
Stairways/Banisters:  Yes  No  Paint  Stain $
Front Door:  Fiberglass  Other:  Paint  Stain $
Front Door Hardware: $
Other Exterior Doors:  Fiberglass  Other:  Paint  Stain $
Door Hardware / Hinges: $
Interior Doors:  Standard  Other:  Paint  Stain $
Interior Trim:  Paint  Stain $
Baseboards:  Paint  Stain $
Crown:  Paint  Stain $
Door trim:  Paint  Stain $
Window trim:  Paint  Stain $
Plumbing:  Electric  Gas $
 A/C & Heating:  Electric  Gas $

 Water Heater:  Electric  Gas $

 Stove:  Electric  Gas $

Fireplace:  Yes; how many? _____  Gas  Wood-burning $

 Hearth  Floor level $
 Mantle:  Special Trim $
Security System?  Yes  No $

FLOORING: (Rooms to be installed in…) PRICING

 Tile… $
 Carpet… $
 Wood… $
 Vinyl… $
 Other… $

KITCHEN:
Countertops: $
Island:  Yes  No $
Down-Draft Vent:  Yes  No $
$
$

Construction Worksheet – Page 2

Customer Name: Date:
$

CABINETRY / SHELVING:
Cabinetry:  Oak  Other:  Paint  Stain $
Cabinet Hardware: $
Pantry Shelving:
 Bookshelves  Entertainment Center  Other:
Master Bedroom Closet Shelving:
Master Bath Linen Closet Shelving:
Bedroom Closets Shelving:
Other Linen Closets:
Utility/Laundry Room Cabinets/Shelving:
Other Shelving:

Construction Worksheet – Page 3

Customer Name: Date:
ELECTRICAL
Kitchen: Price Each Extended $:
 Florescent: $ $
 Standard: $ $
 Recessed: $ $
Pantry Lighting: $ $
Utility / Laundry:  Flor. ___  Std. ___  Recessed ___ $ $
Breakfast Area:
 Recessed: $ $
 Other: $ $
Dining Room:
 Recessed: $ $
 Specialty: $ $
Entry:
 Recessed: $ $
 Specialty: $ $
Hallway Lighting: $ $
 Standard:
 Recessed:
Family Room / Great Room:
 Light Fixture:  Light with Ceiling Fan:
 Recessed Lighting:
 Floor Plugs:
Living Room:
  Light Fixture:  Light with Ceiling Fan:
 Recessed:
 Floor Plugs:
Study / Office:
 Light Fixture  Light with Ceiling Fan
 Recessed:
 Floor Plugs:
Specialty Room(s):
 Light Fixture  Light with Ceiling Fan
Recessed:
Other:

Construction Worksheet – Page 4

Customer Name: Date:
ELECTRICAL

Master Bedroom: Price Each Extended $

 Light Fixture:  Light with Ceiling Fan: $ $
 Recessed: $ $
Master Bathroom:
 Vanity Lights: $ $
 Vent/Light/Heat: $ $
Bedroom #2:
 Light Fixture  Light with Ceiling Fan $ $
 Closet Light $ $
Bedroom #3:
 Light Fixture  Light with Ceiling Fan $ $
 Closet Light $ $
Bedroom #4:
 Light Fixture  Light with Ceiling Fan
 Closet Light
Bathroom #2:
 Vanity Lights:
 Vent / Light / Heat:
Bathroom #3:
 Vanity Lights:
 Vent / Light / Heat:
Powder Room (Half-Bath):
 Vanity Lights:
 Vent / Light / Heat:

EXTERIOR LIGHTING:
 Front:  Standard  Recessed  Other
 Back:  Standard  Recessed  Other
 Outside Ceiling Fan(s):
 Flood Lights:
 Exterior Outlet(s):
GARAGE / CARPORT:
 Lighting:
 Floods:

Construction Worksheet – Page 5

Customer Name: Date:
ELECTRICAL
 Storage Room Lighting:

Construction Worksheet – Page 6

Customer Name: Date:
PLUMBING:
Kitchen: Price Each Extended Price:
 Countertops $ $

 Island $ $

 Sink $ $

 Faucets $ $

Utility / Laundry:
 Sink $ $

 Faucets $ $

Master Bathroom:
 Vanity Tops: $ $

 Sinks: $ $

 Sink Faucets: $ $

 Shower: $ $

 Shower Faucet: $ $

 Tub: $ $

 Tub Faucet: $ $

Bathroom #2:
 Vanity Top: $ $

 Sink: $ $

 Sink Faucet: $ $

 Tub/Shower: $ $

 Tub/Shower Faucet: $ $

Construction Worksheet – Page 7

 Customer Name: Date:
PLUMBING:

Bathroom #3:
 Vanity Top: $ $

 Sink: $ $

 Sink Faucet: $ $

 Tub/Shower: $ $

 Tub/Shower Faucet: $ $

Powder Room (Half-Bath):

 Vanity Top: $ $

 Sink: $ $

 Faucet: $ $

Exterior Plumbing:
 $ $


Construction Worksheet – Page 8