VG Estimating · Capture Form · Form 01

Property Walkthrough
coarse drivers · condition flags · scope multipliers

Fill at  During / immediately after walkthrough
Filled by  Andrew (PM)
Source  capture-forms/01-property-walkthrough.md
Date  2026-05-01

Captures coarse drivers, condition flags, and scope multipliers — anything a PM can directly observe or estimate at a rough order of magnitude. Detailed measurements move to Form 03 (Architectural Plans); grade / material / style choices move to Form 08 (Owner Selections). Pre-contract data (legal, zoning, utilities) lives in Form 00.

Property address
Date
PM / person capturing
Listing price / acquisition target
§ 01 · Site & demolition

Site & demolition
access, scope, condition

P1WO1aSite Management→ P1WO1a · P1WO4
months_holdingEstimated project duration in months
site_accessSite access condition
standardrestrictedgated
P1WO1bTree Removal→ P1WO1b
tree_removal_countNumber of large trees to remove
stump_grindingStump grinding required
yesno
P1WO3Demolition→ P1WO3 · P1WO6
hazmat_presentAsbestos / lead suspected — triggers survey
yesnounknown
demo_scopepartial=0.6 · selective=0.8 · full=1.0
partialselectivefull
existing_conditionsStructural condition of existing construction
goodfairpoor
P1WO2Utility Modification / Sewer Systems→ P1WO2
utility_relocationService lines need to move
yesno
sewer_scopeSewer work type
connect to municipalnew septic installseptic repairno work
well_workWell work required
yesno
oil_tankIn-ground oil tank present
yesnounknown
P1WO4Site Work→ P1WO4 · P1WO11
cu_yds_excavationEstimated cubic yards to excavate
dirt_removalHaul excavation off-site
yesno
drywellDrywell required (drainage / leader connection)
yesno
lot_slopeLot grade — affects grading cost
flatmoderatesteep
§ 02 · Foundation, framing & shell

Foundation & shell
structural envelope

P1WO5Foundation & Drainage→ P1WO5 · P1WO7
foundation_typeFoundation scope
existingnewrepair
sqft_footprintBuilding footprint area / roof plan area (sq ft)
basementBasement or crawl space present
yesnocrawl space
waterproofing_neededWaterproofing required
yesnounknown
P1WO6Framing→ P1WO6 · P1WO9 · P2WO3 · P2WO8
sqft_above_gradeConditioned above-grade area (sq ft)
storiesNumber of above-grade floors
11.523
additionNew addition included in scope
yesno
open_floor_planOpen floor plan (drives beam complexity)
yesno
P1WO7Roofing→ P1WO7
pitchSlope multiplier (within P1WO7)
flat ≤2/12 (1.0)4:12 (1.05)6:12 (1.12)8:12 (1.19)12:12 (1.41)
materialRoof material multiplier (within P1WO7)
shingle (1.0)flat-TPO (0.9)metal (1.8)
tear_offExisting roof to remove
yesno
P1WO8Windows & Exterior Doors & Garage→ P1WO8
window_countEstimated number of windows
ext_door_countNumber of exterior doors (not garage)
garage_door_countNumber of overhead garage doors
P1WO9Interior Stairs→ P1WO9
staircase_countNumber of interior staircases
stair_typeInterior stair configuration
straightL-shapedU-shapedwinder
P1WO10Siding & Shutters→ P1WO10
shutter_countEstimated shutter pairs
P1WO11Gutters & Leaders→ P1WO11
leader_countEstimated number of downspouts
§ 03 · Systems

Building systems
scope multipliers and counts

P2WO2Plumbing→ P2WO2 · P3WO2 · P3WO12 · P3WO14 · P3WO15
full_bath_countNumber of full bathrooms — confirm against Form 00
half_bath_countNumber of half baths / powder rooms
kitchen_countNumber of kitchens (typically 1)
P2WO3HVAC→ P2WO3
sqft_conditionedConditioned square footage (for HVAC load)
hvac_scoperepair=0.3 · replace=1.0 · new=1.2
repairreplacenew
P2WO4Electrical→ P2WO4
panel_upgradeElectrical panel upgrade required
yesno
service_sizeElectrical service size
100A200A400A
P2WO5Security & Technology→ P2WO5
camera_countNumber of security cameras
low_voltage_scopebasic=1.0 · structured wiring=1.5
basicstructured-wiring
P2WO6Fireplaces→ P2WO6
fireplace_countNumber of fireplace units
P2WO8Drywall→ P2WO8 · P3WO8
drywall_scopepatch=0.3 · partial=0.6 · full=1.0
patchpartialfull
§ 04 · Exterior & landscape

Exterior & landscape
quantities and scope

P2WO9Exterior Carpentry & Masonry→ P2WO9
deck_sqftDeck and porch surface area (sq ft)
patio_sqftPatio and walkway area (sq ft)
ext_railing_lnftExterior railing linear feet (estimate)
P2WO10Landscape & Grounds→ P2WO10
landscape_scopecleanup=1.0 · improvements=2.0 · full renovation=3.5
cleanupimprovementsfull-renovation
Notes — observations not captured above