PROPERTY ACQUISITION WORKSHEET
Name and Contact DetailsContact Person: ______________________________________________ Date: ____________ Lead Source: _________________Address: ___________________________________________________ Home Phone: __________________________________Company Name: _____________________________________________ Cell Phone: ___________________________________Specialized Field (GC, Plumber, Electric, Roofer, etc):_______________ Work Phone: _____________________________________________________________________________________________ Email: _______________________________________Contractor License Number: __________________________________________________________________________________Insurance and ExperienceAre you licensed and insured: FORMCHECKBOX Yes FORMCHECKBOX No What type of insurance: ________________________________________________ How much coverage: _______________________________ License updated: _________________________________________How long have you been doing business in the area: __________________ How long running own crew: ____________________How many guys on crew full time: _____________________________________________________________________________Current Projects and BiddingHow many projects do you have going on right now: __________________________ In the past year:_______________________How many jobs do you typically handle at once: __________________________________________________________________What were the scopes of work: ________________________________________________________________________________ What are the addresses: _____________________________________________________________________________________Can I see the work on one or two recent jobs: ____________________________________________________________________How do you usually bid out your work: _________________________________________________________________________Materials and Labor charged together or separate in your bids: _______________________________________________________Do you give written warrantees for your work: _____________________ How long of a warrantee: _________________________Sub-Contractors and More PrescreeningDo you use subcontractors: ___________ Are they licensed and insured: ______________________________________________Who is your electrician: _____________________________ Who is your plumber: _____________________________________Do you belong to the Better Business Bureau or local Chamber of Commerce: __________________________________________Do you have any certificates/licenses regarding the skills you have: __________________________________________________Have you ever declared bankruptcy: ___________________________________________________________________________How often do you communicate with your clients during a job: ______________________________________________________Do you clean the job site daily: _______________________________________________________________________________Do you have a problem with signing a lien waiver: ________________________________________________________________ReferencesCan you provide a list of references; with the names and numbers you have done work for in the past:1. ______________________________________________________________________________________________________2. ______________________________________________________________________________________________________3. ______________________________________________________________________________________________________ ................
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