Project header
| Field | Entry |
|---|---|
| Customer or organization | |
| Site name | |
| Site address | |
| Primary contact | |
| Requested outcome | |
| Target timing | |
| Access restrictions | |
| Intake owner | |
| Intake date | |
| Verification owner | |
| Verification date |
Source key
Mark the origin of each important detail:
- C: Customer supplied
- S: Staff observed remotely from photos or video
- F: Staff field measured or verified on site
- D: Derived or calculated from verified inputs
The source does not determine whether information is correct. It tells the next person how much verification may still be required.
Room and panel schedule
| ID | Room / elevation | Qty | Width | Height | Unit | Glazing / condition notes | Requested film or outcome | Source | Verification state |
|---|---|---|---|---|---|---|---|---|---|
| 01 | Rough / reviewed / field verified | ||||||||
| 02 | Rough / reviewed / field verified | ||||||||
| 03 | Rough / reviewed / field verified | ||||||||
| 04 | Rough / reviewed / field verified | ||||||||
| 05 | Rough / reviewed / field verified | ||||||||
| 06 | Rough / reviewed / field verified | ||||||||
| 07 | Rough / reviewed / field verified | ||||||||
| 08 | Rough / reviewed / field verified |
Panel detail checklist
For panels that require additional review, record:
- Frame and gasket condition
- Existing film or coating
- Glass type or markings
- Edge access
- Mullions or divided sections
- Interior and exterior access
- Ladder, lift, scaffold, or furniture movement
- Height and fall-protection considerations
- Obstructions, treatments, decals, or sensors
- Heat, glare, privacy, safety, or decorative objective
- Photo labels matching the schedule ID
- Who must approve the final film or appearance
Do not infer glass compatibility or installation method from a photo alone when safety, warranty, or specification depends on it.
Scope decisions
| Decision | Current answer | Owner | Status |
|---|---|---|---|
| Film specification | Open / confirmed | ||
| Included rooms and panels | Open / confirmed | ||
| Preparation and removal work | Open / confirmed | ||
| Access equipment | Open / confirmed | ||
| Work hours and site access | Open / confirmed | ||
| Customer responsibilities | Open / confirmed | ||
| Field verification required | Yes / no | ||
| Proposal revision required | Yes / no |
Change record
| Date | Panel IDs | What changed | Price or schedule effect | Customer approval reference |
|---|---|---|---|---|
Release-to-install check
Before the schedule becomes installer scope, confirm:
- Every included panel has an ID that matches its photos or plan reference.
- Units are explicit and consistent.
- Quantity and dimensions have the required verification level.
- Film and glass compatibility were reviewed by the responsible professional.
- Access, equipment, preparation, and removal are represented in the scope.
- The proposal matches the current included panels.
- Changes after proposal approval have their own customer approval.
- Installers can identify the current version without comparing message threads.
WORKING-DOCUMENT RULE
Write the worksheet’s current status on every exported or printed copy. “Rough intake,” “staff reviewed,” and “released to install” must not look interchangeable.