Home Inventory Consultation Form: Fields That Matter

Overview

A useful home inventory form should answer:

It should not ask the customer to create the inventory before hiring the service.

• What kind of property?
• Where is it?
• Roughly how large is it?
• Why does the customer want an inventory?
• Are there unusual collections or multiple properties?
• When does the customer want the work done?

Field 1: Customer and contact

Collect:

If the client is an attorney, fiduciary, insurance adviser or family representative, capture the role.

• name;
• email;
• phone;
• preferred contact method.

Field 2: Property type

Use:

• house;
• apartment / condo;
• rental;
• vacation home;
• multiple residences;
• estate property;
• other.

Field 3: Location / service area

Collect city/postcode/ZIP or address based on the provider's quoting model.

Exact address can be requested at booking if city is enough for qualification.

Field 4: Approximate size

Useful options include:

Do not require perfect measurements.

• bedrooms;
• square footage / square metres;
• floors;
• outbuildings / garage;
• approximate room count.

Field 5: Primary goal

Allow:

• insurance documentation;
• disaster preparedness;
• estate planning;
• moving / relocation;
• high-value collection;
• family records;
• other;
• not sure.

Field 6: Special categories

Optional:

This helps scope photography and time.

• jewelry;
• art;
• collectibles;
• wine;
• electronics;
• musical instruments;
• workshop/tools;
• sports equipment;
• other.

Field 7: Existing inventory

Use:

• none;
• spreadsheet;
• photos/video only;
• app;
• old professional inventory;
• not sure.

Field 8: Timing

Ask for:

• as soon as possible;
• within 30 days;
• before a move;
• before policy renewal;
• estate deadline;
• flexible.

Field 9: Update need

Ask whether the customer wants:

• one-time inventory;
• annual updates;
• update after major purchases;
• not sure.

Field 10: Safe notes

Prompt:

Tell us about the property and what you want documented. Do not include serial numbers, receipts, financial account details, safe combinations or sensitive household records in this public form. Detailed inventory data can be collected through the approved documentation workflow after the service is confirmed.

Confirmation message

Thanks. We received your home inventory consultation request. We will review the property, documentation goal and timing and contact you about the appropriate package or next step.

Collect the property scope, not the private asset catalogue

A strong intake gives the service provider enough context to quote and schedule the work while keeping detailed household data downstream.

Explore OneStudio features, compare plans, or see the turnkey website option.

Questions businesses ask