VG Reference Document

Intake Variable Registry

Variable-side view of VG's property intake — every variable that feeds the estimating spreadsheet, with owner, capture form, and consuming WO.

Source: reference/cost-codes/intake-variable-registry.md Generated: 2026-05-27

VG Intake Variable Registry

For the three-layer architecture (Cost Code → Segment → Work Order) see cost-code-system.md. The "Used by" column in this registry lists operational Work Order codes (e.g., P2W02) — each maps 1:1 to a Segment. For the machine-readable WO roster see work-orders.yaml.

Status: Canonical · Owner: estimating workspace · Last reconciled: 2026-05-01

The variable-side view of VG's property intake system. For every variable that flows into the VG Estimating Intelligence sheet, this registry pairs:

Pairing with other references

Doc View Use when
cost-codes/agent-summary-variables.md Work Order-side — vars grouped by Work Order category, with multipliers and formulas Editing a WO formula, calibrating rates
workspaces/estimating/capture-forms/ (Forms 00–10) Form-side — vars grouped by capture-timing event Filling out a form during intake
workspaces/workflow/_outputs/guides/2026-04-28_property-intake-checklist.html Decision-side — vars grouped by deal milestone (offer / contract / purchase) Acquisition gating decision
this file Variable-side — every variable, who owns it, when it's captured, where it goes Reconciling a value, onboarding a new estimator, debugging a missing input

How to read


Naming convention — canonical vs descriptive

The codebase uses two complementary naming patterns:

Pattern Used in Example Pros
Canonical (Work Order-scoped) agent-summary-variables.md, formula docs type (within P2W06 — Fireplaces) Concise; works because Work Order scope is implicit
Descriptive (prefixed) Form 08, multi-WO documents fireplace_type, roofing_material, hvac_system_type Unambiguous when many vars sit in one document

Rule of thumb: in Work Order-scoped contexts, use the canonical bare name. In flat lists (forms, INPUTS tab), use the descriptive prefixed name. The registry's "Naming variants" column shows both.


1. Property identity & dimensions

Drives holding cost, framing, HVAC load, and most sq-ft-scaled estimates. Captured first from MLS/listing, refined at walkthrough, finalized from architectural plans.

Variable Description / Options Owner First captured Refined in Used by
sqft_total All levels combined (sq ft) Shlomo · MLS Form 00 P0W14 (Holding) · scaling
sqft_above_grade Conditioned above-grade area (sq ft) Shlomo (offer) → Andrew (walkthrough) → architect Form 00 Form 01 · Form 03 P1W06 (Framing) · P2W03 (HVAC) · P2W08 (Drywall) · P3W08 (Painting)
sqft_footprint Building footprint / roof plan area (sq ft) Shlomo → Andrew Form 00 Form 01 · Form 03 P1W05 (Foundation) · P1W07 (Roofing)
sqft_conditioned Conditioned sq ft for HVAC load Andrew Form 01 Form 04 (MEP) P2W03 (HVAC)
lot_sqft Total lot area (sq ft) Shlomo · MLS / assessor → architect / civil Form 00 Form 03 P2W10 (Landscape)
lot_dimensions Frontage × depth (ft) survey / assessor Form 00 setback compliance · site plan
stories Above-grade floors (1 / 1.5 / 2 / 3) Shlomo → Andrew Form 00 Form 01 P1W06 (Framing) · P1W09 (Stairs) · P2W03 (HVAC zoning) · P3W19 (Railing)
full_bath_count Number of full bathrooms Shlomo · MLS Form 00 Form 01 P2W02 (Plumbing) · P3W02 (Tile) · P3W12 (Accessories) · P3W14 (MEP Finishes) · P3W15 (Shower Glass)
half_bath_count Number of half baths / powder rooms Shlomo · MLS Form 00 Form 01 P2W02 (Plumbing)
kitchen_count Number of kitchens (note ADU separately) Shlomo · MLS Form 00 Form 01 P2W02 (Plumbing) · P3W04 (Cabinetry) · P3W16 (Appliances)
ceiling_heights Existing heights bsmt/1st/2nd/attic inspection Form 00 Form 03 (ceiling_height for new) IHA elevation drawings · P2W08 (Drywall)

2. Legal & zoning

Required for the permit application and for setback / use / environmental compliance. Not consumed by WO formulas — they govern feasibility and design, not cost directly.

Variable Description / Options Owner First captured Refined in Used by
block_lot_taxmap Block, lot, tax map number title / assessor Form 00 permit application
zone Zoning designation (R1 / R2 / B1 / etc.) municipality Form 00 setbacks · height limits · use restrictions
flood_zone_status FEMA zone (X / AE / AO / VE) FEMA map Form 00 design / insurance
easement_status Recorded easement (none / type) title search Form 00 buildable area · site plan
historic_status Historic designation (none / contributing / designated) municipality Form 00 exterior change restrictions
steep_slope Steep slope present (yes / no) survey · municipality Form 00 Form 10 environmental review
wetlands_status Wetlands present — NJDEP jurisdiction (yes / no) survey · municipality Form 00 Form 10 environmental review
legal_residences Existing / proposed residences (count) assessor / zoning Form 00 zoning compliance · permit category

3. Existing site & utilities

What the property has now. Refined in Form 01 walkthrough where the PM observes condition.

Variable Description / Options Owner First captured Refined in Used by
garage_status Existing garage (none / 1-car / 2-car · attached / detached) inspection Form 00 Form 01 parking compliance · framing scope
driveway_status Driveway (dedicated / shared / none) inspection Form 00 site plan · parking count
utilities_water Water service (city / well) utility · inspection Form 00 P2W02 (Plumbing) · permit type
utilities_sewer Sewer service (city / septic) utility · inspection Form 00 P1W02 (Sewer) · P2W02 (Plumbing)
utilities_fuel Heating fuel (gas / oil / electric) utility · inspection Form 00 Form 04 (MEP) P2W03 (HVAC system selection)
site_access Access condition (standard / restricted / gated) Andrew Form 01 P1W01a (Site Mgmt) · P1W04 (Site Work)

4. Site work & demolition

Variable Description / Options Owner First captured Refined in Used by
months_holding Estimated project duration (months) Andrew (offer estimate → confirmed at purchase) Form 01 Guide §03 P0W14 (Holding)
monthly_holding_rate Taxes + utilities + insurance + lawn ($/mo) Shlomo · property Form 00 P0W14 (Holding)
tree_removal_count Large trees to remove Andrew Form 01 Form 09 P1W01b (Tree Removal)
stump_grinding Stump grinding required (yes / no) Andrew Form 01 P1W01b (Tree Removal)
wood_disposal Disposal method (haul off / chip on site) Andrew Form 09 P1W01b (Tree Removal)
arborist_needed Arborist required (yes / no) Andrew Form 09 P1W01b (Tree Removal)
permit_tree Tree removal permit required (yes / no) municipality Form 10 P1W01b (Tree Removal)
cu_yds_excavation Estimated cubic yards Andrew Form 01 P1W04 (Site Work)
dirt_removal Haul off-site (yes / no) Andrew Form 01 P1W04 (Site Work)
drywell Drywell required (yes / no) Andrew Form 01 P1W04 · P1W11
lot_slope Grade (flat / moderate / steep) Andrew Form 01 P1W04 (Site Work)
retaining_wall_lnft Linear feet of retaining wall structural eng. Form 02 P1W04 (Site Work)
grading_scope Grading scope (rough only / finish included) architect / civil Form 03 P1W04 (Site Work)
hazmat_present Asbestos / lead suspected (yes / no / unknown) inspection / Andrew Form 00 Form 01 survey trigger
hazmat_scope Abatement scope (none / encapsulation / full removal) environmental survey Form 10 P1W03 (Demolition)
oil_tank In-ground oil tank present (yes / no / unknown) inspection / Andrew Form 00 Form 01 P1W02
tank_removal Oil tank removal required (yes / no) environmental Form 10 P1W02 (Sewer/Utility)
demo_scope Scope (partial = 0.6 / selective = 0.8 / full = 1.0) Andrew Form 01 P1W03 (Demolition)
existing_conditions Structural condition (good / fair / poor) Andrew Form 01 P1W03 · P1W06

5. Utilities & sewer (work scope)

Variable Description / Options Owner First captured Refined in Used by
utility_relocation Service lines need to move (yes / no) Andrew Form 01 P1W02
sewer_scope Sewer work (connect to municipal / new septic / septic repair / no work) Andrew Form 01 P1W02
well_work Well work required (yes / no) Andrew Form 01 P1W02

6. Foundation & framing

Variable Description / Options Owner First captured Refined in Used by
foundation_type Foundation scope (existing / new / repair) Andrew Form 01 P1W05 (Foundation)
basement Basement / crawl space (yes / no / crawl space) Andrew Form 01 P1W05
waterproofing_needed Required (yes / no / unknown) Andrew Form 01 Form 02 (waterproofing_type) P1W05
waterproofing_type System (interior / exterior / both) structural eng. Form 02 P1W05
drainage_lnft Linear feet of drainage structural eng. Form 02 P1W05
footing_depth Frost depth / engineer spec structural eng. Form 02 P1W05
foundation_wall_ht Height of new foundation walls structural eng. Form 02 P1W05
addition Addition included in scope (yes / no) Andrew Form 01 Form 03 (addition_sqft) P1W06 (Framing)
addition_sqft Sq ft of addition architect Form 03 P1W06
open_floor_plan Open floor plan (yes / no) Andrew Form 01 P1W06 (beam complexity)
beam_count Engineered LVL / steel beams structural eng. Form 02 P1W06
truss_plan Trusses (yes-roof / yes-floor / yes-both / no) structural eng. Form 02 P1W06
major_openings New structural openings (count) structural eng. Form 02 P1W06
framing_misc_allowance Framing Edits for Roughs — flat $ allowance for miscellaneous framing during the rough stage (cuts, blocking, MEP-rough adjustments). Default $3,000, always applied; PM may override on Form 09. Hector (PM) Form 09 P1W06
staircase_count Number of interior staircases Andrew Form 01 P1W09
stair_type Configuration (straight / L-shaped / U-shaped / winder) Andrew Form 01 P1W09
stair_tread_count Total stair treads architect Form 03 P1W09
landing_sqft Stair landing area (sq ft) architect Form 03 P1W09
tread_material Wood species (oak / maple / painted / other hardwood) owner Form 08 P1W09

7. Roofing & exterior shell

Variable Description / Options Owner First captured Refined in Used by Naming variants
pitch Roof slope multiplier (flat 1.0 / 4:12 1.05 / 6:12 1.12 / 8:12 1.19 / 12:12 1.41) Andrew Form 01 P1W07 Guide previously used roof_pitch (now corrected to pitch)
material (roof) Material multiplier (shingle 1.0 / flat-TPO 0.9 / metal 1.8) Andrew (existing) → owner (new) Form 01 Form 08 (roofing_material) P1W07 Form 08: roofing_material
tear_off Existing roof to remove (yes / no) Andrew Form 01 P1W07
dormer_count Roof dormers architect Form 03 P1W07
valley_count Roof valleys architect Form 03 P1W07
skylight_count Skylights architect Form 03 P1W07
chimney_count Chimneys requiring flashing architect Form 03 P1W07
window_count Number of windows Andrew Form 01 Form 03 (custom_window_count) P1W08
custom_window_count Non-standard sizes / shapes architect Form 03 P1W08
window_grade Grade (standard 1.0 / premium 1.5 / custom 2.0+) owner Form 08 P1W08
ext_door_count Exterior doors — not garage Andrew Form 01 P1W08 Guide previously implied "incl garage"; now corrected
garage_door_count Overhead garage doors Andrew Form 01 P1W08
garage_door_size Garage door size (single 8–9 ft / double 16–18 ft) architect Form 03 P1W08
front_door_grade Front door grade (standard / custom / oversized) owner Form 08 P1W08
siding_type Siding multiplier (vinyl 1.0 / fiber cement 1.4 / wood 1.8) owner Form 08 P1W10 Form 08 hyphenates: fiber-cement
sqft_siding Exterior wall surface area from elevations (sq ft) architect Form 03 P1W10
shutter_count Shutter pairs Andrew Form 01 P1W10
trim_profile Corner boards / frieze / water table style architect Form 03 P1W10
accent_material Stone veneer / brick accent (yes / no) architect Form 03 P1W10
lnft_gutters Linear feet of gutters architect / measured Form 03 P1W11
leader_count Downspouts Andrew Form 01 P1W11
gutter_size Width (5 in / 6 in) Andrew Form 09 P1W11
gutter_material Material (aluminum / copper / vinyl) owner Form 08 P1W11

8. Systems — HVAC, plumbing, electrical, low-voltage

Variable Description / Options Owner First captured Refined in Used by Naming variants
hvac_scope Scope (repair 0.3 / replace 1.0 / new 1.2) Andrew Form 01 P2W03 (HVAC) Canonical: scope (within P2W03)
system_type (HVAC) Type (central 1.0 / mini-split 1.2 / dual 1.4) owner Form 08 P2W03 Form 08: hvac_system_type
zone_count HVAC zones MEP Form 04 P2W03
equipment_tonnage Total tonnage from equipment schedule MEP Form 04 P2W03
duct_type Ducts (rigid / flex / combination) MEP Form 04 P2W03
radiant_heat Radiant floor heat (yes / no) owner Form 08 P2W03
panel_upgrade Panel upgrade required (yes / no) Andrew Form 01 P2W04 (Electrical) Guide previously used panel_upgrade_yn (corrected)
service_size Service size (100A / 200A / 400A) Andrew Form 01 P2W04
circuit_count Circuits from panel schedule MEP Form 04 P2W04
fixture_count_elec Total light fixture count MEP Form 04 P2W04
ev_charger EV charger 240V circuit (yes / no) owner Form 08 P2W04
generator_hookup Generator transfer switch (yes / no) owner Form 08 P2W04
wet_bar_count Wet bars with plumbing MEP Form 04 P2W02 (Plumbing)
laundry_sink Laundry sink (yes / no) MEP Form 04 P2W02
outdoor_hose_bibs Exterior hose bibs MEP Form 04 P2W02
fixture_grade Plumbing fixture grade (standard 1.0 / premium 1.4) owner Form 08 P2W02
steam_shower Steam shower rough-in (yes / no) owner Form 08 P2W02
plumbing_fix_count Total plumbing fixtures MEP Form 04 P3W14 (MEP Finishes)
lighting_fix_count Total light fixtures MEP Form 04 P3W14
hvac_grille_count Supply / return grilles MEP Form 04 P3W14
low_voltage_scope Scope (basic 1.0 / structured wiring 1.5) Andrew Form 01 P2W05 (Security & Tech)
camera_count Security cameras Andrew Form 01 P2W05
network_drop_count Cat6 / ethernet drops low-voltage Form 05 P2W05
speaker_zone_count In-ceiling speaker zones low-voltage Form 05 P2W05
smart_home_system Automation (none / basic hub / integrated) owner Form 08 P2W05
doorbell_camera Video doorbell (yes / no) owner Form 08 P2W05
access_control Smart locks / keypads (yes / no) owner Form 08 P2W05

9. Insulation, drywall, fireplaces

Variable Description / Options Owner First captured Refined in Used by Naming variants
insulation_type Type (batt 1.0 / blown 1.1 / spray foam 2.5) owner / spec Form 08 P2W07 Form 08 hyphenates: spray-foam
r_value_spec R-values by zone from energy code environmental / code Form 10 P2W07
rim_joist_lnft Rim joist linear feet structural eng. Form 02 P2W07
soundproof_rooms Rooms receiving sound treatment (count) owner Form 08 P2W07
sqft_walls Wall area to insulate (interior face of exterior walls, sq ft) architect Form 03 P2W07 (Insulation)
sqft_attic Attic floor area for insulation (sq ft) architect Form 03 P2W07 (Insulation)
sqft_ceilings Ceiling area for drywall and paint (sq ft) architect Form 03 P2W08 · P3W08
drywall_scope Scope (patch 0.3 / partial 0.6 / full 1.0) Andrew Form 01 P2W08 · P3W08 Canonical: scope (within P2W08)
finish_level Drywall finish level (Level 4 / Level 5) architect Form 03 P2W08
specialty_ceil_sqft Coffered / tray / vaulted ceiling area architect Form 03 P2W08 · P3W07
ceiling_height Standard new ceiling height (9 ft / 10 ft / vaulted) architect Form 03 P2W08
fireplace_count Fireplace units Andrew Form 01 P2W06
fireplace_type Type (gas insert 1.0 / wood 1.2 / electric 0.6) owner Form 08 P2W06 Canonical: type (within P2W06)
mantel_by Mantel WO assignment (P2W06 / P3W07) Andrew Form 09 P2W06 · P3W07
gas_line_run New gas line for fireplace (yes / no) Andrew Form 09 P2W06

10. Exterior carpentry, decks, masonry

Variable Description / Options Owner First captured Refined in Used by Naming variants
deck_sqft Deck / porch area (sq ft) Andrew Form 01 P2W09
patio_sqft Patio / walkway area (sq ft) Andrew Form 01 P2W09
ext_railing_lnft Exterior railing (linear feet) Andrew Form 01 P2W09 Canonical: railing_lnft
deck_material Deck material (pressure-treated 1.0 / composite 1.6 / stone 2.0) owner Form 08 P2W09 Canonical: material (within P2W09); Form 08 hyphenates pressure-treated
covered_porch_sqft Covered porch area (sq ft) architect Form 03 P2W09
masonry_sqft Stone veneer / brick exterior area (sq ft) architect Form 03 P2W09
ext_steps_count Exterior stair runs architect Form 03 P2W09

11. Driveway, fencing, landscape

Variable Description / Options Owner First captured Refined in Used by Naming variants
sqft_driveway Driveway surface area (sq ft) landscape / civil Form 07 P2W12
driveway_material Material (gravel 1.0 / asphalt 1.5 / concrete 2.2 / pavers 3.0) owner Form 08 P2W12 Canonical: material (within P2W12)
drainage_type_dw Driveway drainage (sheet drain / catch basin / curtain drain) civil Form 07 P2W12
curb_cut_required Permit required (yes / no) civil / municipality Form 07 P2W12
lnft_fence Fence linear feet landscape Form 07 P2W11
fence_height Height (4 ft / 6 ft / 8 ft) landscape Form 07 P2W11
gate_count Fence gates landscape Form 07 P2W11
fence_type Material (wood / vinyl / aluminum / chain-link) owner Form 08 P2W11
post_type Fence post material (wood / metal) Andrew Form 09 P2W11
landscape_scope Scope multiplier (cleanup 1.0 / improvements 2.0 / full renovation 3.5) Andrew Form 01 P2W10 Canonical: scope (within P2W10)
sod_sqft Sod area (sq ft) landscape Form 07 P2W10
planting_count Trees / shrubs / perennials landscape Form 07 P2W10
mulch_cu_yds Cubic yards of mulch landscape Form 07 P2W10
gravel_sqft Gravel / stone area (sq ft) landscape Form 07 P2W10
irrigation Irrigation system (yes / no) landscape Form 07 P2W10

12. Tile, flooring, painting & basic trim

Variable Description / Options Owner First captured Refined in Used by Naming variants
sqft_tile Confirmed tile area — all bathrooms (sq ft) architect Form 03 P3W02
shower_wall_sqft Wall tile in showers (sq ft) architect Form 03 P3W02
tile_size Size (standard ≤12 in 1.0 / large-format >12 in 1.1) owner Form 08 P3W02 Canonical: size
tile_orientation Orientation (straight 1.0 / diagonal 1.15) owner Form 08 P3W02 Canonical: orientation
floor_pattern Pattern (field tile only / accent border / mosaic inset) owner Form 08 P3W02
bs_tile_size Backsplash tile (standard / mosaic / large-format) owner Form 08 P3W11
kitchen_bs_sqft Kitchen backsplash area (sq ft) cabinet designer Form 06 P3W11
laundry_bs_sqft Laundry backsplash (sq ft) cabinet designer Form 06 P3W11
wine_bar_bs_sqft Wine bar backsplash (sq ft) cabinet designer Form 06 P3W11
subfloor_condition Condition (good / needs leveling / full replacement) Andrew → owner-confirmed Form 08 P3W03 (Flooring)
flooring_grade Grade (standard 1.0 / premium 1.4) owner Form 08 P3W03 Canonical: grade (within P3W03)
flooring_species Species (oak / maple / white oak / engineered) owner Form 08 P3W03
sqft_hardwood / sqft_vinyl / sqft_carpet Areas (sq ft) architect Form 03 P3W03 (Flooring)
paint_coats Number of finish coats (1 / 2) owner Form 08 P3W08 Canonical: coats
sqft_interior_walls Paintable interior wall area (sq ft) architect Form 03 P3W08
sqft_exterior_paint Exterior paintable surface area (sq ft) architect Form 03 P3W08
wallpaper_sqft Wallpaper area (sq ft) owner Form 08 P3W08
accent_wall_count Rooms with accent / wallpaper owner Form 08 P3W08
lnft_base_trim Base molding linear feet architect Form 03 P3W08b (Basic Trim) · P3W05–7
lnft_casing Door / window casing linear feet architect Form 03 P3W08b (Basic Trim) · P3W05–7
lnft_crown Crown molding linear feet architect Form 03 P3W08b (Basic Trim) · P3W05–7
stain_lnft Trim / railing receiving stain (lnft) Andrew Form 09 P3W08 (Painting) · P3W10 (Stain Finishing)

13. Cabinetry, countertops, doors, closets, accessories

Variable Description / Options Owner First captured Refined in Used by Naming variants
lnft_cabinets Upper + lower cabinets (lnft) cabinet designer Form 06 P3W04
bath_vanity_count Bathroom vanities cabinet designer Form 06 P3W04
full_height_pantry Tall pantry / full-height units cabinet designer Form 06 P3W04
island Kitchen island (yes / no) cabinet designer Form 06 P3W04
cabinet_grade Grade (stock / semi-custom / custom) owner Form 08 P3W04
sqft_countertop Countertop area (sq ft) architect Form 03 P3W09
countertop_material Material (laminate 1.0 / granite 2.0 / quartz 2.5) owner Form 08 P3W09
edge_profile Edge (eased / beveled / ogee / waterfall) owner Form 08 P3W09
waterfall_edge Waterfall on island sides (yes / no) owner Form 08 P3W09
sink_cutouts Undermount sink cutouts cabinet designer Form 06 P3W09
cooktop_cutout Cooktop cutout (yes / no) cabinet designer Form 06 P3W09
cabinet_pull_count Total cabinet pulls / knobs cabinet designer Form 06 P3W13
door_height Interior door height (6 ft 8 in / 7 ft / 8 ft) architect Form 03 P3W05
door_style Style (flat / shaker / panel / custom) owner Form 08 P3W05
barn_door_count Sliding barn doors owner Form 08 P3W05
pre_hung Pre-hung vs slab only Andrew Form 09 P3W05
door_count_int Total interior doors architect Form 03 P3W05
door_knob_count Total door knobs / levers from hardware schedule (passage + privacy + lockset) architect Form 03 P3W05 · P3W13
walk_in_count Walk-in closets architect Form 03 P3W06
custom_closet_count Built-in organizer systems owner Form 08 P3W06
closet_material Material (painted MDF / wood / wire) owner Form 08 P3W06
closet_count Total closets architect Form 03 P3W06
trim_grade Grade (standard 1.0 / colonial 1.2 / craftsman 1.4) owner Form 08 P3W05–7
accessories_grade Bath accessories (standard / premium) owner Form 08 P3W12 Canonical: grade (within P3W15)
hardware_finish Bath / door finish (brushed nickel / matte black / polished chrome / brass) owner Form 08 P3W12 · P3W13
mirror_count Vanity mirrors owner Form 08 (vanity_mirror_count) P3W15
shower_encl_count Frameless shower enclosures owner Form 08 P3W15
glass_type Enclosure glass (frameless / semi-frameless / framed) owner Form 08 P3W15
appliance_count Total appliances owner Form 08 P3W16
appliance_grade Grade (builder 1.0 / mid 1.5 / premium 2.5) owner Form 08 P3W16 Canonical: grade (within P3W16)
range_type Range (gas / electric / induction) owner Form 08 P3W16
refrigerator_type Style (standard / counter-depth / built-in panel-ready) owner Form 08 P3W16
washer_dryer Configuration (stacked / side-by-side / no) owner Form 08 P3W16
wine_fridge Wine fridge (yes / no) owner Form 08 P3W16
dishwasher_count Dishwashers (1 kitchen / 2 kitchen + laundry) owner Form 08 P3W16
lnft_railing (interior) Linear feet of interior railing architect Form 03 P3W19 (planned)
railing_material (interior) Wood 1.0 / metal 1.3 / cable 1.8 owner Form 08 P3W19 (planned)

14. Specialty trim (P3W07)

Each trim type is captured as a yes/no toggle on Form 08 and individually estimated using its primary variable per the canonical reference.

Variable Description Primary measure Owner First captured
trim_mudroom Mudroom build-out sq ft / lnft owner Form 08
trim_coffered_ceil Coffered ceilings sq ft owner Form 08
trim_specialty_walls 1×3, board & batten sq ft owner Form 08
trim_fp_surround Fireplace surround trim count owner Form 08
trim_spec_beams Specialty beams lnft owner Form 08
trim_wainscoting Wainscoting lnft + height owner Form 08
trim_bookshelves Built-in bookshelves lnft owner Form 08
trim_bench_builtins Bench built-ins count owner Form 08
trim_spec_ceilings Herringbone / patterned ceilings sq ft owner Form 08
trim_shiplap Shiplap sq ft owner Form 08

15. Deal terms & financing

Used by holding-cost projection and the pre-approved budget. Not consumed by WO formulas.

Variable Description / Options Owner First captured Used by
purchase_price Final contracted price (QB 12.x) Shlomo · contract Form 00 pre-approved budget
loan_amount Hard money / construction loan principal (QB 13.x) Shlomo · lender Form 00 pre-approved budget
interest_rate Annualized rate Shlomo · lender Form 00 holding cost calc
monthly_holding_rate Taxes + utilities + insurance + lawn ($/mo) Shlomo · property Form 00 P0W14 (Holding)
construction_start_date Estimated start Andrew Guide §03 scheduling

Naming variants — summary of divergences

These variables have a different canonical name in agent-summary-variables.md than in Form 08 or the guide. The estimating spreadsheet must pick one per variable and stay consistent.

Canonical (agent-summary-variables.md) Form 08 / current usage Recommended INPUTS column
material (within P1W07 — Roofing) roofing_material roofing_material
material (within P1W10 — Siding) siding_type siding_type
material (within P2W09 — Decks) deck_material deck_material
material (within P2W12 — Driveway) driveway_material driveway_material
material (within P3W19 — Interior Railing) railing_material railing_material
type (within P2W06 — Fireplaces) fireplace_type fireplace_type
type (within P2W03 — HVAC) — system_type hvac_system_type hvac_system_type
scope (within P2W03 — HVAC) hvac_scope hvac_scope
scope (within P2W08 — Drywall) drywall_scope drywall_scope
scope (within P2W10 — Landscape) landscape_scope landscape_scope
grade (within P3W03 — Flooring) flooring_grade flooring_grade
grade (within P3W15 — Accessories) accessories_grade accessories_grade
grade (within P3W16 — Appliances) appliance_grade appliance_grade
coats (within P3W08 — Painting, Wallpaper & Stain) paint_coats paint_coats
size (within P3W11 — Tile) tile_size tile_size
orientation (within P3W11 — Tile) tile_orientation tile_orientation
railing_lnft (P2W09 ext.) ext_railing_lnft ext_railing_lnft

Recommended convention: the INPUTS sheet uses the descriptive prefixed name (right column above) so all column headers are unique and self-describing. The canonical reference can stay short within its WO scope.


Hyphenation note

A few enum values are written hyphenated in some forms and unhyphenated in others. Pick one and standardize:

Value Variants observed Recommended
Fiber cement (siding) fiber cement (canonical), fiber-cement (Form 08) fiber-cement
Pressure treated (deck) pressure treated (canonical), pressure-treated (Form 08) pressure-treated
Spray foam (insulation) spray foam (canonical), spray-foam (Form 08) spray-foam
Gas insert (fireplace) gas insert (canonical), gas-insert (Form 08) gas-insert
Flat / TPO (roof) flat/TPO (guide), flat-TPO (Form 01, canonical) flat-TPO

Maintenance

The two-tier reference contract (per vg/CONVENTIONS.md): this registry is the canonical reconciliation; the capture forms are the working artifacts that point back here.