Service request intake, on-site diagnosis & written estimate, change order addendum, completion sign-off with lien waiver, warranty & maintenance plan registration, and property access/safety agreement for small contractor crews
Get started with PocperOur crew will be in your home with tools, ladders, and sometimes open walls or live wires. This form collects access info (keys, codes, alarm), shutoff locations, and the safety rules both sides agree to follow so nobody (including your pets and kids) gets hurt.
Gate / community code:
Building / lobby buzzer or fob instructions:
Parking instructions (driveway, street permit, loading dock):
Entry method:
Customer will be present to open the door
Lockbox on site (code below)
Smart-lock temporary code (below)
Physical key hand-off (arranged separately)
Lockbox / door code (if applicable):
Home security alarm present?
Yes — disarm code below (treated as confidential)
Yes — I will disarm remotely when tech arrives
No alarm
Alarm disarm code (if provided):
Indoor / doorbell cameras in work area? Note for the tech:
Main water shutoff (street valve / basement / garage):
Electrical panel location:
Gas shutoff location:
Water heater / HVAC disconnect location:
Photos of each shutoff (optional but helps the tech):
Young children in home — work area will be blocked off
Elderly or mobility-impaired occupant — please give advance warning before shutting off water/power
Dog on premises
Cat on premises (keep doors shut so it doesn’t escape)
Other pets (bird, reptile, fish tank — note below)
Pet notes (name, temperament, where pet will be during work):
Known structural / environmental hazards (check any that apply):
Home built before 1978 (possible lead paint — EPA RRP rules apply)
Known asbestos (old pipe wrap, floor tile, popcorn ceiling)
Known mold in work area
Knob-and-tube or aluminum wiring
Galvanized / polybutylene plumbing
Septic / well (not municipal utility)
Recent storm / water damage in work area
Other hazards or items the tech should not touch / move:
I authorize the contractor and crew to enter the property as described above
I have disclosed all known hazards and occupants
I understand codes / keys I provide are used solely for this job and destroyed / rotated after
The Property Access & On-Site Safety Agreement template is a ready-to-use form from Pocper's Home Services — Plumbing, HVAC & Electrical pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.