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Customer Number

Postcode *

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Elevations & Markup

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Front Elevation

Side Elevation

Rear Elevation

Access & Logistics

Access Issues?

Narrowest access point (mm):

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Site Survey Basics

DPC Depth (mm):

House material:

Fascia Height (mm):

Air Bricks? How many?

SAP Calcs Required?

Wall Obstacles:

Trees within 30m?

Manholes visible?

Weep vents visible?

Pipes (RWP/SVP) exist?

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Design Ideas

Build Type *

Roof Type:

Proposed Size (mm):

Frame Colour (External):

Frame Colour (Internal):

Building Regs Required?

Planning Permission Required?

Designer Notes (Raw):

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Misc

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Customer Pack Settings

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Customer Name

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Lead Designer

Project Specifications

Design & Architecture

Build Type

Proposed Size

Roof Style

Frame Colour

Building Regs

Planning Perms

Structural & Access Logistics

House Material

DPC Depth

Access Width

Access Issues

Wall Obstacles

Designer Insights

Property Elevations

Front Elevation

Side Elevation

Rear Elevation

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Client Profile

Elevations & Markup

Access & Logistics

Site Survey Basics

Design Ideas

Misc

Customer Pack Settings

Smart Pamphlets to Include:

📊 Manager Intelligence Hub

Total Surveys

Active Designers

Today's Leads

Designer
Survey.

Project Specifications

Design & Architecture

Structural & Access Logistics

Designer Insights

Property Elevations

Primary Build Focus

Designer Sketch

ENGINE ACCESS

☁️ Cloud Workspace Connected

Client Profile

Elevations & Markup

Access & Logistics

Site Survey Basics

Design Ideas

Misc

Customer Pack Settings

Smart Pamphlets to Include:

📊 Manager Intelligence Hub

Total Surveys

Active Designers

Today's Leads

DesignerSurvey.

Project Specifications

Design & Architecture

Structural & Access Logistics

Designer Insights

Property Elevations

Primary Build Focus

Designer Sketch

Designer
Survey.