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www.onetreedocs.com
___________________________________________________________________________________________________________
Homeowner Information
Reason for call:
Is this an emergency:
Areas of concern:
How long have you owned the home:
How old is the current roofing system:
Have you had any leaks in the past:
Have you had any ice dams on the roof:
Do you have any gutter issues:
How old is the current exterior paint:
Where is the attic access:
Insurance Company:
How did you hear about us:
Date: _______________
Name: _______________________________________________ Street:_______________________________________________
City:__________________________State______Zip___________
Email: _____________________________________________ Home/Cell Phone: ___________________________________
Work Phone: ________________________________________
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___________________________________________________________________________________________________________
10 POINT INSPECTION
Date: _______________ Name: _______________________________________________
Street:_______________________________________________
City:__________________________State______Zip___________
Email: _____________________________________________
Home/Cell Phone: ___________________________________
Work Phone: ________________________________________
Inspection Damage Notes
1. Roofing System
Shingle Type-‐ Plumbing Stacks-‐ Vent Type-‐ QTY-‐
Felt-‐ Ridge Material-‐ Valley-‐
Pitch-‐
Drip Edge-‐ Special items-‐
2. Interior Leak Assessment
3. Fascia Color-‐ Size-‐
4. Soft Metals
5. Siding
6. Gutter and Downspout Color -‐
Size-‐ LF of Downs-‐ Gutter Guards -‐
7. Exterior Paint
8. Windows and Screens
9. AC Units
10. Deck and Other Structures
Notes:
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_________________________________________________________________________________________________________________________ PROPERTY PHOTOS - DAMAGES
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_________________________________________________________________________________________________________________________ PROPERTY PHOTOS - ELEVATION
Front Elevation Right Elevation
Back Elevation Left Elevation
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___________________________________________________________________________________________________________
Attic Assessment
Attic Total Square Footage: _______________ Ventilation
Existing Needed Intake 4x16 Continuous Circle 4x16 Continuous Circle
8x16 Perforated Alum / Vinyl Invisible Alum / Vinyl 8x16 Perforated Alum / Vinyl Invisible Alum / Vinyl
Exhaust Turtle Alum. Ridge Shingle Over Turtle Alum. Ridge Shingle Over
Solar Powered Electric Powered Solar Powered Electric Powered
Insulation Attic Insulation Type Existing Required for EnergyStar
Inches R- Value Inches R- Value
Attic Accessories Air Sealing and Prep Raft-R-Mate Smart Cap – for recessed lighting Attic Access - Barrier Wall Whole House Fan Barrier Attic Stair Insulator
10 Year Energy Savings Estimate *Reflects a 5% CPI Increase per year. Estimated Monthly Heating and Cooling Cost Current 10 Year Cost* 10 Year Cost with added AttiCat
Up to 20% Savings:
Date: _______________ Name: _______________________________________________
Street:_______________________________________________
City:__________________________State______Zip___________
Email: _____________________________________________
Home/Cell Phone: ___________________________________
Work Phone: ________________________________________
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_________________________________________________________________________________________________________________________ ATTIC ASSESSMENT PHOTOS
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____________________________________________________________________________________________________________________________
PRESTART CHECKLIST CUSTOMER NAME: ___________________________________________________ SALESPERSON: ________________________________________
1. Would you like to be notified prior to the work starting? Yes ( ) No ( )
2. Daytime Phone number where you can be reached? ______________________Home _____________________________Work
Cell ____________________________ Can we notify you by e-mail? Yes ( ) No ( )
3. Are there any other valuables on shelves that may fall due to vibrations from hammering? Yes ( ) No ( ) (Customer Responsible)
4. Do you have outside water and electric that we can utilize if the need arises? Yes ( ) No ( )
5. Customer has been informed that in rare cases normal vibrations from roof replacement may cause plaster or drywall blemishes
which are beyond the contractor’s control. (Customer Responsibility) Yes ( ) No ( )
6. Where would you like the shingles delivered? ________________________________________________________________________________
7. Do you have exposed decking such as a cathedral ceilings, sunrooms, carports, porch, or soffit areas where nails might protrude through wood
decking? Yes ( ) No ( ) Building Code requires nails to be a certain length and special measures must be taken in order to prevent nail
protrusions. By checking NO the customer understands that the company will not be responsible for any exposed nails in those above mentioned
areas. Yes ( ) No ( )
8. Are there any existing leaks in the roof? Yes ( ) No ( ) EXPLAIN AND BE EXACT IN DESCRIPTION…Use back if necessary
____________________________________________________________________________________________________________________
9. Do you have any request or special instructions that would help us to better serve you? Explain: ________________________________________
____________________________________________________________________________________________________________________
10. Any Hidden conditions or building code related issues which result in additional labor and/or material costs will require a signed change order to
proceed. Customer understand that company may issue a stop work order if changed order is not accepted.
For Example.(rotten decking, fascia, gas vents, etc.) Yes ( ) No ( )
11. The company will take all reasonable precautions to protect the driveway and/or pavers during the roofing project. Customer understands that the
company cannot be held responsible for damages to driveway and/or pavers caused by 3rd part dump and/or waste disposal services Yes ( ) No ( )
12. Customer understands that existing framing issues such as uneven rafters and bowed sheeting are not the responsibility of Cochran Exteriors to fix
and will only be repaired if needed and on a time and material basis. Yes ( ) No ( )
13. Customer understands that company is not responsible for any mold or any damages as the result of previous or future water penetrations that were
not disclosed within 48 hours of first notice of water penetration. Yes ( ) No ( )
14. Customer has been advised that if new decking is required, the work will be done at an additional cost of $65 per sheet. Yes ( ) No( )
15. Customer understands our pay per trade policy. Company reserves the right to collect payment in full per trade prior to beginning any work on the next
trade. Yes ( ) No ( )
16. CUSTOMER UNDERSTANDS THAT CHECKS MUST BE MADE PAYABLE ONLY TO COMPANY- - Yes ( ) No ( )
17. Payments are to be made: Half down payment AND Customer agrees to our percentage of completion billing policy. Company reserves the right to bill
proportionately based on percentage of work complete. Customer understands that company may issue a stop work order if requested progress
payment is not received. Yes ( ) No ( )
18. Customer agrees to pay in full at the time of completion of each contract. The maximum allowable retainage for any punch-out will be 5% of original
contracted price. Yes ( ) No ( )
Customer has read or been read all items on the PRESTART CHECKLIST and has answered all items to the best of their ability. Customer Signature: _______________________________________________ Date _________________________
Customer Signature: _______________________________________________
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__________________________________________________________________________________________________
UPGRADE PRICE GUIDE
Item Price Shingle Upgrade: 3-‐Tab to Basic Dimensional
$16/SQ
Shingle Upgrade : Basic to Premium Dimensional
$25/SQ
Ridge Vent -‐ Installed
$5/LF
Ice and Water Shield $1.50/LF
Gutter and Downspouts 6” $7.50/LF
Premium Gutter Guard $22/LF
Replacement Decking $65/ sheet
Roofing Warranties by Owens Corning
Owens Corning -‐ Preferred Protection Roofing System Warranty $20/SQ
Owens Corning -‐ Platinum Protection Roofing System Warranty 40/SQ
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____________________________________________________________________________________________________________________________
CONTRACT VALUE BREAKDOWN Insurance Replacement Cost Value
Additional Trades and Upgrades
1.
2.
3.
4.
5.
6.
7.
8.
Total Additional Amount
Excluded Trades or Items from Insurance Estimate
1.
2.
3.
4.
5.
6.
7.
8.
Total Excluded Amount
Credits
Number of Referrals _____ x $100
Total Credits Amount
Total Contract Amount
Total Amount of Claim Paid By Insurance Company
Total Homeowners Obligation Due Upon Completion of Project
Customer(s) Signature:__________________________________ Printed Name________________________________________ Date___________
Signature:__________________________________ Printed Name________________________________________ Date___________
One Tree Docs
Signature:__________________________________ Printed Name_________________________________________ Date__________
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____________________________________________________________________________________________________________________________
CONTRACT Date: _______________
Name: ___________________________________________________
Street:___________________________________________________
City:__________________________State______Zip______________
RECOMMENDATIONS & NOTES
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
WARRANTY OPTIONS Platinum Protection Roofing System
Preferred Protection Roofing System
Standard Product Coverage
Email: ___________________________________________________
Home/Cell Phone:________________________________________
Work Phone: ________________________________________
ROOF SPECIFICATIONS __ Grade of Shingle______________________________________ __ Style of Shingle_______________________________________ __ Color of Shingle ______________________________________ __ Ridge Material________________________________________ __ Valley _______________________________________________ __ Vents_______________________________QTY ____________ __ Plumbing Stacks_____________________QTY ___________ __ Metal Edging Color___________________________________ __ Gutter Color ______________________ Size ______________ __ Gutter Guards _______________________________________ __ Tear Off __ Yes __ No _________ Layers __ Felt _________________________________________________ __ Pitch _______________________________2-Story __________ __ Remove Trash from Roof, Gutters, and Yard __ Protect Landscaping Where Applicable __ Roll Yard with Magnetic Roller __ Furnish Permit
SPECIAL ATTENTION AREAS Cover Pool __ Yes __ No Existing Gutter Damage __ Yes __ No Existing Driveway Damage __ Yes __ No Ice & Water Shield __ Yes __ No Emergency Repair __ Yes __ No
Leak Locations ____________________________________ Skylights _______________________ _________________ Interior Damage ___________________________________ Insurance Co. _______________________ __________ Claim Number ____________________ _______________
TERMS: The final contract price of $____________________
Customer(s) Signature:__________________________________ Printed Name________________________________________ Date___________
Signature:__________________________________ Printed Name________________________________________ Date___________
One Tree Docs
Signature:__________________________________ Printed Name_________________________________________ Date___________
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___________________________________________________________________________________________________________
Check 1. Identify all PAYEES on the check 2. Have all homeowner/policy holders listed as PAYEES endorse the backside of the check 3. Make sure that we have Mortgage Affidavits for any and all mortgage companies listed as PAYEES
Front of Check
Back of Check
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___________________________________________________________________________________________________________
MORTGAGE AFFIDAVIT
I (We), _______________________________________________________, hereby authorize One Tree Docs, to work directly with my mortgage company in order to obtain funds necessary to complete repairs for the property located at: ________________________________________________________________________
________________________________________________________________________
I (We) hereby authorize One Tree Docs to be listed as an additional payee on any payments. I (We) hereby authorize payments to be mailed directly to One Tree Docs. I (We) hereby authorize One Tree Docs to order property inspections. I (We) hereby authorize One Tree Docs to receive status updates from the Property Damage or Loss Draft departments. Mortgage Loan Number________________________________________________________
Name of Mortgage Company: ___________________________________________________
Mortgage Company’s Phone Number: ____________________________________________
Last 4-digits of Owner’s social security number(s): __________ __________
Signature: __________________________________ Date: ______________
Signature: __________________________________ Date: ______________
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____________________________________________________________________________________________________________________________
CERTIFICATE OF COMPLETION Date: _______________
Name: ___________________________________________________
Street:___________________________________________________
City:__________________________State______Zip______________
I / We hereby certify that all necessary repairs in connection with the above address have been completed in a satisfactory manner.
Customer(s) Signature:________________________________ Printed Name________________________________________ Date___________
Signature:_________________________________ Printed Name________________________________________ Date___________
WARRANTY INFORMATION Warranty Type
Shingle Manufacturer
Style of Shingle
Color of Shingle
Date Installed
Preferred Contractor ID
Other Owens Corning Products Installed VentSure Ventilation Owens Corning Fiberglas Reinforced Felt
Owens Corning Hip and Ridge Shingles Deck Defense High Performance Roof Underlayment
Owens Corning Starter Shingles WeatherLock Self-Sealing Ice & Water Barrier