ADMIN Form completed by* If re issuing an online quote (obtained by client) use the “Online” choice NOT your admin name
TYPE OF SERVICE Type of survey required Where is the property located?* What County enter and submit by clicking “send quote now” for data analysis
PROPERTY DETAILS
COMMERCIAL PROPERTY TYPE Type of Commercial Property(s) Please enter the type of property or properties to be inspected.
Note – Industrial Property may include e.g. warehouse with office(s).
SIZE Industrial Commercial Property Size Group* Size Group for Industrial Commercial Property
Industrial Property size group – up to 1,000m²* Please include all buildings / units / garages etc. in the total.
Industrial Property size group – up to 2000m²* Please include all buildings / units / garages etc. in the total.
Industrial Property size group – up to 3000m²* Please include all buildings / units / garages etc. in the total.
Industrial Property size group – 3000m² Plus* Please include all buildings / units / garages etc. in the total.
Other Commercial Property Size Group* Size Group for Office/Retail/Residential/Mixed Use Commercial Property
Other Commercial Property size group – up to 500m²* Please include all buildings / units / garages etc. in the total.
Other Commercial Property size group – up to 1,000m²* Please include all buildings / units / garages etc. in the total.
Other Commercial Property size group – up to 1,500m²* Please include all buildings / units / garages etc. in the total.
Other Commercial Property size group – up to 2000m²* Please include all buildings / units / garages etc. in the total.
Other Commercial Property size group – up to 2500m²* Please include all buildings / units / garages etc. in the total.
Other Commercial Property size group – up to 3000m²* Please include all buildings / units / garages etc. in the total.
Other Commercial Property size group – 3000m² Plus* Please include all buildings / units / garages etc. in the total.
Currently the fast quote form quotes for commercial properties up to 3000m². For larger properties please use the quote form as normal assuming the property is 3000m2. Calculate the additional fee manually, then add to the field Additional Price field.
Check if the size of the commercial property exceeds 10,000m². If so, the client needs to be informed that the following exclusion applies:- ” It is hereby noted and agreed that this [insurance] policy excludes claims arising from the design by the insured of concrete floating slab foundations for warehousing and manufacturing buildings exceeding 10,000 square metres.” What is the commercial property size in acres?*
AGE When was the commercial property originally built?* Please provide the date of construction for the original property before any alterations or extensions took place.
COMMERCIAL PROPERTY DETAILS Occupancy* Add an additional fee for an occupied property, where appropriate.
What special equipment is required to inspect the roof? Add what, if any, special equipment is needed to inspect the roof of this property
Health & Safety Induction Required?* Additional Buildings to be inspected* Let us know of any buildings, additional to the main building, to be inspected.
No. of Units to be inspected* Let us know the number of units to be inspected within the property, e.g. 4 apartments or 3 retail units plus 3 apartments.
Is the property to be inspected a multi-unit block?* Is the whole building to be inspected? Enter Yes if the entire building is to be inspected / No if only specified units of the multi-unit block are to be inspected.
Use this space to record any other pertinent details supplied (incl. dropbox link to files provided by client) or discovered during the conversation. this information WILL NOT be included in the clients quotation, but can be seen in the ADMIN COPY
Use this space to record any other pertinent details supplied (incl. dropbox link to files provided by client) or discovered during the conversation. this information WILL NOT be included in the clients quotation, but can be seen in the ADMIN COPY
WHO IS REQUESTING THE QUOTE? Who is requesting this quote?* To ensure we have the correct details associated with the quotation please provide the contact information as specified. To avoid any confusion it is best, if possible, to provide the clients own contact details in the next section. Quotations obtained using a third party email address will be addressed to the third party and not to the client. We will record the clients details for admin purposes.
Whose email address will we send the quotation to?* This information enables the correct recording of client contact details.
CLIENT INFO Please input the CLIENTS NAME in the “Name” fields
Please enter the THIRD PARTY’s name in the “Name” fields and the CLIENT’s name in the “Clients Name” field.
Name*
First
Last
Clients Name*
First
Last
Please input the CLIENT’s email address in the “Email address” field.
Please input the THIRD PARTY’s email address in the “Email address” field.
Please input the THIRD PARTY’s number in the “Contact number” field and provide the CLIENT’s number in the “Clients contact number” field.
Please input the CLIENT’s contact number in the “Contact number” field.
MARKETING INFO In the case of third parties requesting the quotation, enter their occupation and name in the “How did you find us?” field below.
How did you find us? PHC marketing info
THIRD PARTY INFORMATION
CLIENT STATUS AND DISCOUNT ELIGIBILITY Is this a previous client?*
QUOTE Consent* 1. This is a visual structural survey that will report and make recommendations on structural issues that could undermine the structural integrity of the property.
The client agrees to these statements.
Have the above consent statements been read out to the client?* If a conversation with the client was not possible check “No”. A statement will be included in the clients quote notification advising them that this quotation is being provided on the proviso that if the client books they have accepted these terms.
BOOKING DECISION Would you like to book this in now?*
PAYMENT Proceed to Savvi payment? 