Home Services document template

Whole-Home Renovation Pre-Construction Intake

At whole-home scale nobody honest quotes from a form — so this intake books what design-build firms sell first: pre-construction. A three-column scope board, the qualification strip a GC actually reads (budget band, financing, plans status), the live-in vs move-out fork, and paid feasibility or full-design packages credited to the build.

  • Three-column scope board: living spaces, wet rooms & systems, outside & structure
  • Budget band, financing readiness, and plans status — the real qualification strip
  • Living through the work makes the dust-and-shutdowns clause required
  • Paid pre-construction packages, credited to the build — the honest first dollar
  • Budget-honesty clause initialed: design to the number you actually hold
Half sheet (8.5" × 5.5")Letter (8.5" × 11")16 fields2 pages

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What's on the document

Sections

  1. 1THE SCOPE BOARD — check everything in play
  2. 2THE HONEST NUMBERS
  3. 3PRE-CONSTRUCTION — what this intake books

Built-in pricing

  • Feasibility study — $1850
  • Full design package — $4500
  • Measured as-built drawings — $950
  • Permit packaging and expediting — $650

Sample prices — edit every amount in the builder. Selections feed a live total.

Smart behavior

  • Additions surface the feasibility note
  • Living through the work makes its clause required
  • Need-design projects book the site walk now
  • Still-arranging financing requires the budget clause

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